| Field | Description |
|---|
| Employee
|
Enter the employee's unique identification number.
If you configure
Ajera CRM to use the automatic numbering feature, you cannot enter a number in this field. Instead,
[AUTONUMBER] displays in this field.
You establish the length and format of your employee numbers when you install
Ajera CRM. To change the length or format of your employee numbers, use the Key Conversions or Key Formats utilities.
This field is active only when you click
New to add a new employee record to your database. You cannot use this field to change an employee number after you have created an employee record.
|
| Vendor/Client
|
When you select this option, the current record can be used on proposals to indicate a vendor or client that does work for your firm. Selecting this option changes the name of the
Organization field to
Vendor/Client and includes a drop-down list where you can specify the type of relationship for the employee record.
If you also use Proposals, select this option to make the employee record available for use on proposals.
|
| Prefix
|
Use the drop-down list in this field to select a prefix to use with the employee's name. You define prefix options in Code Table Configuration.
|
| First Name
|
Enter the employee's first name. When you enter the employee's first name,
Ajera CRM searches your database to look for duplicate records.
|
| Middle Name
|
Enter the employee's middle name or initial.
|
| Last Name
|
Enter the employee's last name. When you enter the employee's last name in this field,
Ajera CRM searches your database to look for duplicate records.
|
| Suffix
|
Use the drop-down list in this field to select a suffix to use with the employee's name. You define suffix options in Code Table Configuration.
|
| Preferred Name
|
Enter the employee's preferred name.
|
| Title
|
Use this drop-down list to select the employee's job title or job function. You can select a title from the drop-down list in this field. However, if the contact has a title not included in the list, you can enter the title directly in this field. You define employee title options in Code Table Configuration.
|
| Organization
|
Enter the organization for which the employee works. Organizations are discrete business units within your company. Enter the organization directly in this field, click
Search and select an organization from the lookup.
If you select the
Vendor/Client option to indicate that the employee is a vendor or client, the name of this field changes to
Vendor/Client and includes a drop-down list where you can specify the type of employee for the record. You can then use this field to enter the name of the vendor or consultant firm. Enter the vendor or client name, click
Search and select a vendor or client from the lookup.
|
| Supervisor
|
Enter the name of the employee's supervisor. Enter the name directly in this field, click
Search and select a name from the lookup. When you enter an employee name in this field,
Ajera CRM creates a hyperlink between the employee name and the corresponding record.
Click the name to open the record in the current browser window or right-click the name and then click the
Open in new window option to open the record in a separate browser window.
|
| Email
|
Enter the employee's email address in this field. After you enter an email address in the
Email field, you can click the email address to open your default email application and send an email to the employee. When you enter the employee's email address in this field,
Ajera CRM searches your database to look for duplicate records.
To edit an employee's email address, right-click the email address and click
Edit or click
 in this field. These actions disable the feature and allow you to edit the information in this field.
|
| Work Phone
|
Enter the employee's work telephone number. Your system administrator defines the format for phone numbers. You can select a different format.
|
| Ext
|
Enter the extension for the employee's work telephone number.
|
| Mobile Phone
|
Enter the employee's mobile telephone number. Your system administrator defines the format for phone numbers.
|
| Fax
|
Enter the employee's fax number.
|
| Hire Date
|
Enter the employee's hire date.
You can enter a date directly in this field or click
Calendar and select a date.
|
| Status
|
Use this drop-down list to select the employee's status. An employee's status determines the validity of certain employee-related transactions in
Ajera CRM. The status settings are:
-
Active — You can complete any valid transaction that requires an employee number.
-
Inactive —
Ajera CRM displays a warning if you try to use the employee number in any transaction that requires an employee number. You must explicitly choose to proceed with the transaction after you receive the warning.
-
Terminated —
Ajera CRM prevents you from using the employee number in any transaction that requires an employee number. However, you can still print reports and W-2 forms for the employee.
|
| Years with Other Firms
|
Enter the number of years the employee worked for other firms.
|
| Prior Years with This Firm
|
Enter the number of years the employee has worked for your firm.
|
