System-wide Features

Certain navigation, data entry, and searching features are used consistently throughout Ajera CRM so that you can move seamlessly from one area of Ajera CRM to another.

Related topics:

  • Records
    A record is a collection of data pertaining to an individual entity such as an opportunity, employee, or client. You enter information about the record on forms and dialog boxes. For example, each opportunity record contains data that you specify on the tabs of the Opportunity Info Center form.
  • Required Fields
    Most forms, tabs, dialog boxes, and grids contain required fields. You must enter data in required fields in order to proceed.
  • Relational Fields
    You can link information from one area of the database to another, creating relationships between various data elements.
  • Activity Reminders
    The Activity Reminders feature alerts you to any upcoming activity, such as a meeting or conference call in which you are a participant. You can receive reminders by email message or via a screen popup message.
  • Alerts
    Alerts are a Ajera CRM workflow function designed to remind you of calendar events or project tasks to be assigned or approved.
  • Text Editor
    The Text Editor is a word processor that provides the tools necessary for creating and editing simple text documents with the Ajera CRM application. These documents can be included in various text fields throughout Ajera CRM
  • Select Fields Dialog Box
    Use the Select Fields dialog box options to select the fields that will appear as a column in the List View or dashparts.
  • Schedule Dialog Box
    Use the Schedule dialog box to schedule a process or report to run at a later time.
Parent Topic: Getting Started