Use the General tab to set up your firm's name and address and set the default address format.
Contents
Firm and Address Information Section
| Field | Description |
|---|
| Firm Name
|
Enter your firm’s name, which displays at the top of the
Ajera CRM screens and in the headings of all reports.
|
| Byline
|
Enter the byline of the firm.
|
| Address Line 1 - 4
|
Enter address information.
|
| Country
|
This field is used for reports that do not have a
Display Country option to determine whether the
Country field displays for a particular record. Existing users will have companies set up with no country. For these users, the reports always display the country on reports.
|
| Company Email
|
Enter your firm's email address.
|
| Company Phone
|
Enter your firm's phone number. Click
 to open the Phone Format dialog box to change the country and phone format.
|
Miscellaneous Settings Section
| Field | Description |
|---|
| Default Address Format
|
Select the default format for the Address fields. If the
Country and
State/Province fields are blank on a record, then
Ajera CRM uses the
Default Address Format to determine which address format is used in reports.
|
