Profile Editor Form

Use the Profile Editor form to create, modify, submit, or delete profiles.

Display the Profile Editor Form

You display the form in Utilities.

To display the form:

From the Ajera CRM Navigation menu, click Utilities > Process Server > Profile Editor.

Contents of the Profile Editor Form

Enter a name for the profile that you're creating, set the sequence of the jobs, and specify job parameters.

Field Description
Profile Description Enter a name for the profile that you are creating.
Sequence Specify the sequence in which you want the individual jobs to run.
Process Description This field displays the name of the individual job within the profile.
Process Parameters This grid displays the name and value of each process parameter.