Kona Dialog Box

Use this dialog box to log in or log out of Kona. This dialog box is only available if you firm is configured to integrate with Kona Business on the Miscellaneous tab of the General System Settings form.

Location

To display the Kona dialog box, complete the following steps:

  1. On the Ajera CRM toolbar, click Options.
  2. On the User Options dialog box, click the Misc tab.
  3. Click Connect.

Contents

Field Description
Email Enter your email for your firm's Kona Business account.

This field and the Password field are only available if Ajera CRM is configured to integrate with Kona Business on the Miscellaneous tab of the General System Settings form.

If you enter a valid email and password for your firm's Kona Business account, you have access to the Kona integration functionality in the Project Info Center and the Opportunity Info Center. In addition, when you click Kona on the Ajera CRM toolbar to launch Kona, you are automatically logged in to Kona using the email and password.

If you do not enter a valid email and password for the Kona Business account, none of the Kona integration functionality is available in the Project and Opportunity Info Centers. You can click Kona on the Ajera CRM toolbar to launch Kona, but you then must enter a email and password yourself to use Kona.

Password Enter the password associated with the email that you entered in the Email field.
OK Click this button to log on using the credentials entered in the Email and Password field.

If you are already logged on to Kona and would like to log out, leave the Email and Password field blank and click OK.

Cancel Click this button to close the Kona dialog box without logging in or logging out.