Create Custom Lookup and Report Labels

Use the Lookup and Report Labels feature to create custom labels for lookups and reporting.

To create custom labels, complete the following steps:

  1. From the Ajera CRM Navigation menu, click Configuration > General > Lookup/Report Labels.
  2. Complete or modify the fields on the Lookup/Report Labels form. If you modify a default label, and that label displays on other lookups or reports, Ajera CRM displays a message that asks if you want to change all existing default labels to match that label.
  3. Click Yes to accept. Ajera CRM changes all matching labels throughout Ajera CRM, regardless of what Application Type/Label Type currently displays on the form.
  4. To restore system default labels, click Restore All Default Labels.
  5. Click Save.
  6. Log off Ajera CRM and then log back on to Ajera CRM.
Parent Topic: Lookup and Report Labels Overview