How to...

In General System Settings, you establish system-wide defaults for automatic numbering, audit trail reporting, text editor fonts, and so on.

Related topics:

  • Set Up Lookup Dashboard and Info Center Grid Options
    Use the Lookups tab of General System Settings to configure Lookups, Dashboards, and Info Center grid views.
  • Set Up Email Preferences
    Use the Email tab of General System Settings to configure system-wide email message options. Identify your company’s email servers and passwords so that Ajera CRM can send email messages for alerts or errors.
  • Set Up Server Options
    Use the Servers tab of General System Settings to configure process queues and application servers.
  • Set Up Field Labels
    Use the Labels tab of General System Settings to rename key fields to reflect the terminology used in your industry or firm. Ajera CRM uses your new names on screens, fields, and reports.
  • View Current Numbering Formats
    Ajera CRM comes with a default numbering structure for many numbers, such as project and employee numbers.
  • Set Up Auto Numbering
    Ajera CRM includes an auto numbering feature that automatically generates an identification number for new records created in User-Defined Components and in many Info Centers. You can define the structure of these identification numbers to match your business requirements.
  • Set Up Audit Trail Reporting
    Use the Audit Trail Reporting feature to keep track of changes made to your Info Center and Configuration records. Audit trails are triggered when users perform update, delete, and insert actions. Ajera CRM supports Audit Trail Reporting at both the record level and the field level.
  • Set Up Workflow Log
    Workflows allow you to create conditions in Info Centers for which you want to be alerted. With Workflows you can totally automate the process of being alerted each time a specific action takes place. You can also log the execution of workflows.
  • Set Up Authentication for Internet Access
    If your company requires credentials for Ajera CRM to access the Internet (HTTP), you must establish authentication settings in General System Settings. For setups that do not require authentication to access the Internet, leave these fields blank.
  • Set Up Alert Polling Interval
    Activity alerts are a Ajera CRM designed to remind you of things such as calendar events or project tasks to be assigned or approved. The polling interval that you specify determines how often, in seconds, Ajera CRM checks for alert activity.
  • Allow Calendar Sharing
    If you enable the sharing feature, users can share their Activity Calendar data with each other.
  • Set Up Default Fonts for the Text Editor
    In General System Settings, you specify the default font and size that the Text Editor uses whenever someone enters text in a memo, comment, note, description, or proposal field.
Parent Topic: General System Settings Overview