Configuration Overview

Your system administrator uses configuration options to set up Ajera CRM for all users.

Related topics:

  • Customizing Ajera CRM Overview
    You can customize Ajera CRM to suit your company's needs, on both a business logic basis and a functional basis.
  • Screen Designer Overview
    Use the Screen Designer to tailor screens and tabs to meet your requirements. Only employees with an Admin type role can access the Screen Designer.
  • Navigation Menu Designer Overview
    Use the Navigation Menu Designer to customize the Ajera CRM Navigation menu to better suit your company's needs. You can add new menu items, rearrange existing menu items, or delete menu items. The changes you make apply to all users.
  • General Configuration Overview
    Use General Configuration to establish Ajera CRM settings for all users.You establish both system settings and company settings in General Configuration.
  • Workflow Configuration Overview
    You use workflows to specify conditions in Info Center applications for which you want to be alerted. With Workflows, you can automate the process of being alerted each time that a given event takes place.
  • Security Configuration Overview
    Ajera CRM's Security features make it possible for your system administrator to grant or restrict user access to modules, forms, and records in Ajera CRM.
  • Organization Setup Overview
    Ajera CRM Organization Reporting lets you create individual organizations within your firm.
  • Proposals Configuration Overview
    If your firm uses custom proposals, you can modify merge templates. which are Rich Text File (.rtf) documents that contain merge codes designed to retrieve data from the Info Center.
  • Module Activation Overview
    Before you can use the Ajera CRM software for the first time, you must enter the passwords for the modules that you purchased.
  • About Deltek Ajera CRM Form
    The About Deltek Ajera CRM form displays version, database, server, language, edition, and software copyright data for your current Ajera CRM installation.
Parent Topic: Welcome to the Deltek Ajera CRM Help System