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

To access the Text Editor, click the Notes icon in any Notes, Memo, Comments, Description, or Proposal field. Although you can enter text directly in these fields, to format the text—for example, to change a font size from 8 to 10 point, or change a font style from regular to bold—you use the Text Editor.

The Text Editor uses many of the same features and commands found in other standard word processors. If you have used other word processors, such as Microsoft Word, the menu and toolbar options will be familiar to you.

Ajera CRM saves your Text Editor files in a Rich Text Format (with a .RTF extension). You can use the Text Editor to copy and paste text from any standard Windows application into the Notes, Memo, Comments, Description, and other fields. However, some Windows programs and Web pages have unique formatting and graphics options that Ajera CRM may not support. You may have to reformat text that you copy and paste from other systems.

See the Text Editor section of the Help to learn more.