Utilities Overview

Ajera CRM includes a set of utilities, available from the Utilities menu, that perform maintenance, setup, data import and other functions in your Ajera CRM database.

You can restrict access to Utilities, as well as all other menu items, through Security Configuration.

Related topics:

  • User Activity Utility
    The User Activity utility makes it possible for System Administrators to see information about active logged-on users, the applications they use, process server activity, and queue names.
  • Advanced Utilities Overview
    The advanced utilities give you control over tasks such as batch deletions, search and replace, and data import.
  • Key Conversions Overview
    Use Key Conversions to change certain Ajera CRM numbers or codes in your database to new numbers or codes. The changes that you make with the Key Conversion utility apply to all of the data in your database.
  • Key Formats Overview
    For certain numbers or codes in you database, you can use the Key Formats utilities to change the length of the code, specify a delimiter, or specify a delimiter position.
  • Files Administration Utility
    The external FILESTREAM database stores documents and templates that are uploaded in Ajera CRM. The Files Administration utility works with this database to allow you to search for, view, and confirm synchronization of these documents and templates with Ajera CRM to ensure you have the most current information.
  • Process Server Utilities Overview
    Use the process server to run Ajera CRM processing jobs involving large amounts of data. The process server sends these lengthy jobs to the Ajera CRM application server, where they run in the background.
  • Backup Database Overview
    Use the Backup Database utility to make a full backup of the Ajera CRM database.
  • Report Administration Utility
    Use the Report Administration utility to perform report-related maintenance activities.
  • Download Merge Code Macro Utility
    Ajera CRM Proposals comes installed with a set of merge codes you can use to modify sample and default merge templates and create new merge templates, in Microsoft Word. To access these merge codes, you must download the merge code macro and save it to your Word startup folder.
  • Download Integration Utility
    Use the Download Integration utility to download the software files necessary to use the Microsoft Office Integration feature, which integrates Ajera CRM with Microsoft Word, Microsoft PowerPoint, and Microsoft Outlook.
  • Weblink Utility Overview
    Weblink is a utility that system administrators can use to connect the Ajera CRM application and report servers to a Ajera CRM database, and configure additional account information, such as the account that will be used to submit reports to the report server.
Parent Topic: Welcome to the Deltek Ajera CRM Help System