• Welcome to the Deltek Ajera CRM Help System
  • Getting Started
    • Main Areas of Ajera CRM
    • Starting Ajera CRM and Logging In
      • Procedures
        • Start Ajera CRM and Log In
        • Reset Your Password
        • Retrieve Your User ID
      • Screens
        • Account Maintenance Dialog Box
        • Select Fields Dialog Box
    • Dashboard
    • Navigation
      • Ajera CRM Terminology
      • System-wide Icons
      • Ajera CRM Toolbar
      • User Options
      • Help Options
      • Procedures
        • Navigate in Ajera CRM Help
        • Open an Application in a New Browser Window
        • Hide the Ajera CRM Navigation Menu
        • Set User Options
    • Deltek Announcements Pane
    • System-wide Features
      • Records
      • Required Fields
      • Relational Fields
      • Activity Reminders
      • Alerts
      • Text Editor
      • Select Fields Dialog Box
      • Schedule Dialog Box
        • Display the Schedule Dialog Box
        • Main Tab of Schedule Dialog Box
        • Recurrence Tab of Schedule Dialog Box
        • Parameters Tab of Schedule Dialog Box
    • Working with Grids
      • Procedures
        • Customize Grids
        • Pin Grid Columns in Place
        • Print Grid Information
        • Group Rows on a Grid
        • Export Grid Data to Excel
    • Searching for Records
      • Lookups
      • Info Center Queries
      • Procedures
        • Perform a Standard Lookup
        • Perform a Direct Lookup
        • Perform a Quick Find
        • Use Quick Find to Enter Data
        • Perform a SQL Where Clause Lookup
        • Perform an Advanced Lookup
        • Save a Search
        • Use a Saved Search
        • Launch a Saved Search from a URL
        • Delete or Rename a Search
      • Operators
        • Comparative Operators
        • SQL Operators
        • Is Me and Is Not Me Operators
        • Is Mine and Is Not Mine Operators
    • Configuration
    • Reports
    • Work Breakdown Structure
  • Concepts Overview
    • Customer Relationship Management (CRM) Overview
      • Info Center Records
      • Client and Contact Management
      • Prospects and Leads
      • Marketing Campaigns
      • Opportunity Tracking and Pipeline Management
      • Calendar and Activity Management
      • CRM Reports
    • Business Process Management Overview
    • Exporting Data from Ajera CRM
    • Organization Reporting Overview
      • When to Use Organization Reporting
      • Organization Reporting Structure
      • Organization Labels
      • Organization Subcodes
    • Project Control Overview
      • Project Records
      • Projects, Phases, and Tasks
    • Proposals Overview
      • Data Entry Standards for Proposals
      • Proposal Firms and Organization Reporting
      • Primary Disciplines
      • Project Codes
      • Proposal Logs
      • Merge Codes
      • Merge Templates
        • Merge Templates for Custom Proposals
        • Merge Templates for the Government SF Proposals
    • Work Breakdown Structure Overview
      • Marketing and the WBS
      • Work Breakdown Structure Components
      • Changing Default Number Formats
      • Planning Your Work Breakdown Structure
        • Choosing a Simple, Intermediate, or Complex Structure
        • Delimiters in the Work Breakdown Structure
        • Project Numbers in the Work Breakdown Structure
        • Phases and Tasks in the Work Breakdown Structure
        • Phase or Task Numbering
        • Organizations in the Work Breakdown Structure
      • Planning the Structure of Non-WBS Numbers
        • Other Important Ajera CRM Numbers
        • Client Numbering
        • Opportunity Numbering
        • Employee Numbering
        • Vendor Numbering
    • Security Overview
      • Accounting, Administrator, and CRM Role Types
      • Access Rights to Menu Items
      • Record Level Security
      • Set Up Users in Security
  • Dashboard Overview
    • Dashpart Types
    • Saving Your Dashboard Changes
    • System Dashparts
    • Web Dashparts
    • Web Dashpart Security
    • Procedures (general)
      • Display the Dashboard
      • Select Columns for a Dashpart
      • Set the Layout of Dashparts
      • Add Records to Dashparts
      • Open a Record from a Dashpart
      • Remove a Single Record from a Dashpart
      • Clear All the Records in a Dashpart
      • Hide a Dashpart
      • Hide All Dashparts Except the Current One
      • Show Unused Dashparts
      • Delete a Dashpart
      • Modify a Dashpart Name
      • Remove a Dashpart
      • Reinstate a Dashpart
      • Save a Dashboard for Other Users
    • Procedures for Specific Kinds of Dashparts
      • Display the Dashboard
      • Add an Info Center Dashpart
      • Populate the Project Dashpart with Phase and Task Records
      • Display Workbook Sheets as Tabs in the Performance Management Dashboard
      • Add Applications to the Applications Dashpart
      • Add a Reports Dashpart
      • Generate a Report from the Reports Dashboard
      • Remove a Single Report from the Reports Dashpart
      • Add an Activities Dashpart
      • Add Activities to the Activities Dashpart
      • Delete Activities from the Activities Dashpart
      • Add a Links Dashpart
      • Add a Link to a Frequently Used File
      • Edit a Link in a Links Dashpart
      • Add a System Dashpart
    • Procedures for Web Dashparts
      • Add a Web Dashpart
      • Add a Report Web Dashpart
      • Eliminate Problem Web Sites
    • Screens
      • Dashpart Heading Bar
      • Dashboard Toolbar
      • Add Unused Dashpart Dialog Box
      • Dashpart Configuration Dialog Box
      • Add System Dashpart Dialog Box
      • Add Web Dashpart Dialog Box
      • Activities Filter Dialog Box
  • User Options Overview
    • Display Settings That Cannot Be Modified
    • Procedures
      • Set Up User Options
    • Screens
      • User Options Dialog Box
        • Display the User Options Dialog Box
        • General Tab of User Options Dialog Box
        • Startup Tab of User Options Dialog Box
        • Reporting Tab of User Options Dialog Box
        • Activity Tab of User Options Dialog Box
        • Misc Tab of User Options Dialog Box
      • Kona Dialog Box
      • Display Settings Dialog Box
        • Display the Display Settings Dialog Box
        • Controls on the Display Settings Dialog Box
        • Buttons on the Display Settings Dialog Box
        • Forms Tab of Display Settings Dialog Box
        • Menus Tab of Display Settings Dialog Box
        • Grids Tab of Display Settings Dialog Box
        • Navigation Tab of Display Settings Dialog Box
      • Select Color Dialog Box
      • Select Hue Dialog Box
  • Text Editor Overview
    • Formatting Text for Proposals
    • Procedures
      • Insert a Bulleted List for a Proposal
      • Check Spelling in Text Editor
      • Eliminate Embedded Formatting for Proposal Text
      • Insert a Table with the Text Editor
      • Delete a Table with the Text Editor
      • Save Changes in Text Editor
    • Screens
      • Text Editor Dialog Box
      • Insert Table Dialog Box
  • Schedule Dialog Box
    • Display the Schedule Dialog Box
    • Main Tab of Schedule Dialog Box
    • Recurrence Tab of Schedule Dialog Box
    • Parameters Tab of Schedule Dialog Box
  • Info Center Overview
    • Info Center User Interface
      • Info Center Icons
      • Info Center Detail and List Views
      • Info Center Tabs
      • Info Center Fields
      • Info Center Grids
      • Data Filters on Grids
      • Procedures for Grids
        • Add (Insert) Information on a Grid
        • Enable Grouping on Grids
        • Add, Remove, or Change the Order of Columns in an Info Center List View
        • Export a Grid's Data to Excel
        • Print Grid Information
        • Remove an Association from the Associations Grid
        • Delete Information from a Grid
    • Info Center Basics and Searches
      • Customizing the Info Center
      • Info Center Security
      • Info Center Workflows
      • Audit Trail Reporting and the Info Center
      • Automatic Numbering for New Records
      • Procedures
        • Open Info Center Records
        • Search for Records
        • Search Across Multiple Info Centers
        • Search with a Saved Search
        • Print a Report from the Info Center
        • Select a Phone Number Format
        • Toggle Between Standard and User-Defined Values
        • Merge Info Center Records to Create a Document Using an Adobe InDesign Merge Template
        • Merge Info Center Records to Create a Document Using a Microsoft Word Merge Template
        • Display All Addresses for a Client or Vendor
      • Screens
        • Info Center Search Dialog Box
        • Advanced Lookup
        • Document Management Global Search Dialog Box
        • Merging Dialog Box
        • Merged Document Dialog Box
        • File Download Dialog Box
        • Client Addresses Dialog Box
        • Vendor Addresses Dialog Box
    • Email Messages and Instant Messages
      • Procedures
        • Send an Email Message to One Person
        • Send a Broadcast Email Message to Multiple People
        • Send an Instant Message to an Employee
        • Create and Save an Email Template (Save for My Role)
        • Create and Save an Email Template (Save Personal Only)
        • Create and Save an Email Template (Save for All Roles)
        • Modify a Saved Email Template
        • Delete a Saved Email Template
      • Screens
        • Send Email Dialog Box
        • Email Templates Dialog Box
        • Organize Email Templates Dialog Box
    • Contact Info Center Overview
      • Procedures
        • Select a Contact Record
        • Add a New Contact Record
        • Create a New Opportunity Record on the Opportunities Tab
        • Copy a Contact Record
        • Modify a Contact Record
        • Associate a File Link with a Contact Record
        • Attach a Document to a Contact Record
        • Delete a Contact Record
        • Managing Contact Associations
          • Add a Contact Association to the Associations Grid
          • Edit a Contact Association on the Associations Grid
          • Associations Grid Examples - Contact Info Center
          • Employee Examples - Contact Info Center
          • Marketing Campaign Examples - Contact Info Center
          • Opportunity Examples - Contact Info Center
          • Project Examples - Contact Info Center
      • Screens
        • Contact Info Center Form
          • Display the Contact Info Center Form
          • Toolbar of Contact Info Center
          • General Tab of Contact Info Center
          • Activities Tab of Contact Info Center
          • Links Tab of Contact Info Center
          • Projects Tab of Contact Info Center
          • Opportunities Tab of Contact Info Center
          • Associations Tab of Contact Info Center
          • Marketing Campaigns Tab of Contact Info Center
          • Attachments Tab of Contact Info Center
        • Associate a Contact Dialog Box
    • Client Info Center Overview
      • Combined Client and Vendor Info Centers
      • Linked Client and Vendor Fields
      • Client or Vendor Aliases
      • Procedures
        • View and Pin the Client Hierarchy Tree
        • Select a Client Record
        • Add a New Client Record
        • Copy a Client Record
        • Modify a Client Record
        • Create a New Opportunity Record on the Opportunities Tab
        • Create a New Contact Record on the Contacts Tab
        • Display All Addresses for a Client or Vendor
        • Add an Address to an Info Center Record
        • Delete an Address from an Info Center Record
        • Associate a File Link with a Client Record
        • Attach a Document to a Client Record
        • Delete a Client Record
        • Managing Client Associations
          • Add a Client Association to the Associations Grid
          • Edit a Client Association on the Associations Grid
          • Associations Grid Examples - Client Info Center
          • Contact Examples - Client Info Center
          • Employee Examples - Client Info Center
          • Opportunity Examples - Client Info Center
          • Project Examples - Client Info Center
      • Screens
        • Client Info Center Form
          • Display the Client Info Center Form
          • Toolbar of Client Info Center
          • General Tab of Client Info Center
          • Contacts Tab of Client Info Center
          • Activities Tab of Client Info Center
          • Opportunities Tab of Client Info Center
          • Projects Tab of Client Info Center
          • Associations Tab of Client Info Center
          • Links Tab of Client Info Center
          • Additional Info Tab of Client Info Center
          • Attachments Tab of Client Info Center
        • Associate a Client Dialog Box
        • Client Addresses Dialog Box
    • Lead Info Center Overview
      • Qualifying and Converting Leads
      • Lead Conversion Mappings
      • Procedures
        • Select a Lead Info Center Record
        • Add a New Lead Record
        • Qualify and Convert a Lead
        • Copy a Lead Record
        • Modify a Lead Record
        • Associate a File Link with a Lead Record
        • Attach a Document to a Lead Record
        • Delete a Lead Record
        • Managing Lead Associations
          • Marketing Campaign Examples - Lead Info Center
      • Screens
        • Lead Info Center Form
          • Display the Lead Info Center Form
          • Toolbar of Lead Info Center
          • General Tab of Lead Info Center
          • Marketing Campaigns Tab of Lead Info Center
          • Activities Tab of Lead Info Center
          • Links Tab of Lead Info Center
          • Attachments Tab of Lead Info Center
        • Convert Lead Dialog Box
    • Marketing Campaign Info Center Overview
      • Procedures
        • Select a Marketing Campaign Record
        • Add a New Marketing Campaign Record
        • Copy a Marketing Campaign Record
        • Modify a Marketing Campaign Record
        • Associate a File Link with a Marketing Campaign Record
        • Attach a Document to a Marketing Campaign Record
        • Delete a Marketing Campaign Record
        • Managing Marketing Campaign Associations
          • Contact Examples - Marketing Campaign Info Center
          • Lead Examples - Marketing Campaign Info Center
          • Opportunity Examples - Marketing Campaign Info Center
          • Project Examples- Marketing Campaign Info Center
      • Screens
        • Marketing Campaign Info Center Form
          • Display the Marketing Campaign Info Center Form
          • Toolbar of Marketing Campaign Info Center
          • General Tab of Marketing Campaign Info Center
          • Leads Tab of Marketing Campaign Info Center
          • Activities Tab of Marketing Campaign Info Center
          • Contacts Tab of Marketing Campaign Info Center
          • Opportunities Tab of Marketing Campaign Info Center
          • Projects Tab of Marketing Campaign Info Center
          • Links Tab of Marketing Campaign Info Center
          • Attachments Tab of Marketing Campaign Info Center
    • Opportunity Info Center Overview
      • Primary Contact and Primary Client for an Opportunity
      • Procedures
        • Select an Opportunity Record
        • Add a New Opportunity Record
        • Copy an Opportunity Record
        • Create a New Client Record on the General Tab
        • Create a New Contact Record on the General Tab
        • Modify an Opportunity Record
        • Link an Opportunity Record to BVS Sales Process
        • Create a List of Competitors for an Opportunity
        • Create a Kona Space for an Existing Opportunity
        • Link an Opportunity to an Existing Kona Space
        • Attach a Document to an Opportunity Record
        • Delete an Opportunity Record
        • Managing Opportunity Associations
          • Client Examples - Opportunity Info Center
          • Contact Examples- Opportunity Info Center
          • Employee Examples - Opportunity Info Center
          • Marketing Campaign Examples-Opportunity Info Center
          • Vendor Examples- Opportunity Info Center
      • Screens
        • Opportunity Info Center Form
          • Display the Opportunity Info Center Form
          • Opportunity Info Center Toolbar
          • General Tab of Opportunity Info Center
          • Team Tab of Opportunity Info Center
          • Clients/Contacts Tab of Opportunity Info Center
          • Proposals Tab of Opportunity Info Center
          • Service Estimate Tab of Opportunity Info Center
          • Estimated Revenue Tab of Opportunity Info Center
          • Activities Tab of Opportunity Info Center
          • Location Tab of Opportunity Info Center
          • Project Codes Tab of Opportunity Info Center
          • Marketing Campaigns Tab of Opportunity Info Center
          • IQ Info Tab of Opportunity Info Center
          • Files Tab of Opportunity Info Center
          • Competition Tab of Opportunity Info Center
          • Attachments Tab of Opportunity Info Center
        • Proposal Log Dialog Box
    • Employee Info Center Overview
      • Procedures
        • Select an Info Center Record
        • Add a New Employee Record
        • Copy an Employee Record
        • Modify an Employee Record
        • Add a Photo to an Employee Record
        • Clear an Employee Photo
        • Associate a File Link with an Employee Record
        • Attach a Document to an Employee Record
        • Delete an Employee Record
        • Managing Employee Associations
          • Client Examples - Employee Info Center
          • Contact Examples - Employee Info Center
          • Opportunity Examples - Employee Info Center
          • Project Examples - Employee Info Center
      • Screens
        • Employee Info Center Form
          • Display the Employee Info Center Form
          • Toolbar of Employee Info Center
          • General Tab of Employee Info Center
          • Personal Tab of Employee Info Center
          • Experience Tab of Employee Info Center
          • Projects Tab of Employee Info Center
          • CRM Info Tab of Employee Info Center
          • Links Tab of Employee Info Center
          • Resumes Tab of Employee Info Center
          • Associations Tab of Employee Info Center
          • Attachments Tab of Employee Info Center
        • Advanced Lookup
    • Project Info Center Overview
      • Project Templates
      • Project Defaults
      • Primary Contacts and Clients on a Project
      • Work Breakdown Structures and Project Records
      • Phase Task Icon Indicates Projects with WBS Levels
      • Ajera Synchronization with Ajera CRM
      • Procedures for Project Records
        • Select a Project Record
        • Add a New Project Record
        • Create a Work Breakdown Structure for a New Project
        • Create a New Project from a Project Template
        • Create a New Project from an Existing Project
        • Create a New Project from an Opportunity
        • Create a New Project from an Opportunity and a Project Template
        • Create a Kona Space for a Project When You Create the Project
        • Create a Kona Space for an Existing Project
        • Copy a Project Record
        • Modify a Project Record
        • Link a Project to an Existing Kona Space
        • Populate the List or Detail View in the Project Info Center with Phase and Task Records
        • Add an Address to an Info Center Record
        • Delete an Address from an Info Center Record
        • Attach a Document to a Project Record
        • Associate a File Link with a Project Record
        • Delete a Project Record
        • Managing Project Associations Overview
          • Client Examples - Project Info Center
          • Contact Examples - Project Info Center
          • Employee Examples - Project Info Center
          • Marketing Campaign Examples - Project Info Center
          • Vendor Examples - Project Info Center
      • Procedures for Phase and Task Records
        • Pin the Phase Task Lookup
        • View Phase or Task Details
        • Populate the List or Detail View in the Project Info Center with Phase and Task Records
        • Add a New Phase Record
        • Add a New Task Record
        • Create a New Phase from an Existing Phase
        • Create a New Phase or Task from a Project Template
        • Create a New Task from an Existing Task
        • Copy a Phase or Task Record
        • Modify a Phase or Task Record
        • Associate a File Link with an Info Center Record
        • Add an Address to an Info Center Record
        • Delete an Address from an Info Center Record
        • Delete an Info Center Record
      • Screens
        • Project Info Center Form
          • Display the Project Info Center Form
          • Toolbar of Project Info Center
          • General Tab of Project Info Center
          • Ajera Totals Tab
          • Budget and Revenue Tab of Project Info Center
          • Team Tab of Project Info Center
          • Clients/Contacts Tab of Project Info Center
          • Activities Tab of Project Info Center
          • Background Tab of Project Info Center
          • Dates and Costs Tab of Project Info Center
          • Links Tab of Project Info Center
          • Location Tab of Project Info Center
          • Marketing Campaigns Tab of Project Info Center
          • Attachments Tab of Project Info Center
        • Advanced Lookup
        • Create Project From Dialog Box
        • Create Phase From Dialog Box
        • Create Task From Dialog Box
    • Unit Info Center Overview
      • Unit Tables
      • Procedures
        • Select an Info Center Record
        • Create a New Unit Table
        • Copy a Unit Table Record
        • Create a New Unit Record
        • Copy a Unit Record
        • Modify a Unit Record
        • Delete a Unit Record
      • Screens
        • Unit Info Center Form
        • Units Dialog Box
    • Vendor Info Center Overview
      • Combined Client and Vendor Info Centers
      • Linked Client and Vendor Fields
      • Client or Vendor Aliases
      • Vendor Fields Mapped to Client Fields
      • Procedures
        • Select a Vendor Record
        • Add a New Vendor Record
        • Copy a Vendor Record
        • Create a New Vendor Record from a Client
        • Create a New Contact Record on the Contacts Tab
        • Modify a Vendor Record
        • Display All Addresses for a Client or Vendor
        • Add an Address to an Info Center Record
        • Delete an Address from an Info Center Record
        • Attach a Document to a Vendor Record
        • Associate a File Link with a Vendor Record
        • Delete a Vendor Record
      • Screens
        • Vendor Info Center Form
          • Display the Vendor Info Center Form
          • Toolbar of Vendor Info Center
          • General Tab of Vendor Info Center
          • Contacts Tab of Vendor Info Center
          • Opportunities Tab of Vendor Info Center
          • Projects Tab of Vendor Info Center
          • Activities Tab of <msgph varref="V-GW_Vendor_UC">Vendor</msgph> Info Center
          • Links Tab of Vendor Info Center
          • Additional Info Tab of Vendor Info Center
          • Attachments Tab of Vendor Info Center
        • Vendor Addresses Dialog Box
    • Account Info Center Overview
      • Procedures
        • Select an Info Center Record
        • Add a New Account Record
        • Copy an Account Record
        • Modify an Info Center Record
        • Delete an Info Center Record
      • Screens
        • Chart of Accounts Info Center Form
    • Text Library Info Center Overview
      • Procedures
        • Select a Text Library Record
        • Add a New Text Library Record
        • Copy a Text Library Record
        • Modify an Info Center Record
        • Associate a File Link with a Text Library Record
        • Delete a Text Library Record
      • Screens
        • Text Library Info Center Form
          • Display the Text Library Info Center Form
          • Toolbar of Text Library Info Center
          • General Tab of Text Library Info Center
          • Links Tab of Text Library Info Center
  • Calendar and Activities Overview
    • Calendar and Activities Security
    • Activity Types
    • Activities and the Dashboard
    • Scheduling Activities on the Activity Dialog Box Overview
      • Activity Reminders
      • Activity Reminder Email Messages
      • Procedures
        • Add an Attendee to an Activity
        • Delete an Attendee from an Activity
        • Add a Contact to an Activity
        • Delete a Contact from an Activity
        • Add a Lead to an Activity
        • Delete a Lead from an Activity
      • Screens
        • Activity Dialog Box
          • Display the Activity Dialog Box
          • Buttons on the Activity Dialog Box
          • Detail Tab of the Activity Dialog Box
          • Attendees Tab of the Activity Dialog Box
          • Contacts Tab of the Activity Dialog Box
          • Leads Tab of the Activity Dialog Box
          • Recurrence Tab of the Activity Dialog Box
          • User-Defined Tabs on the Activity Dialog Box
        • Invite Attendees Email Dialog Box
        • Activity Reminder Pop-up Dialog Box
    • Activity Calendar Overview
      • Activity Calendar Sharing
      • Procedures
        • Schedule an Activity in the Activity Calendar
        • Schedule a Follow-up Activity in the Activity Calendar
        • Modify an Activity in the Activity Calendar
        • Delete an Activity in the Activity Calendar
      • Screens
        • Activity Calendar Form
          • Display the Activity Calendar Form
          • Toolbar of the Activity Calendar
          • Monthly Tab of the Activity Calendar
          • Weekly Tab of the Activity Calendar
          • Daily Tab of the Activity Calendar
        • Activity Dialog Box
          • Display the Activity Dialog Box
          • Buttons on the Activity Dialog Box
          • Detail Tab of the Activity Dialog Box
          • Attendees Tab of the Activity Dialog Box
          • Contacts Tab of the Activity Dialog Box
          • Leads Tab of the Activity Dialog Box
          • Recurrence Tab of the Activity Dialog Box
          • User-Defined Tabs on the Activity Dialog Box
        • Open Calendar Dialog Box
        • Share Calendar Dialog Box
    • Activity Manager Overview
      • Activities Filter Advanced Search Example
      • Procedures
        • Schedule an Activity in the Activity Manager
        • Schedule a Follow-up Activity in the Activity Manager
        • Copy an Activity in the Activity Manager
        • Modify an Activity in the Activity Manager
        • Merge Activity Records
        • Delete an Activity in the Activity Manager
      • Screens
        • Activity Manager Form
        • Activity Dialog Box
          • Open the Activity Dialog Box from the Activity Manager
          • Buttons on the Activity Dialog Box
          • Detail Tab of the Activity Dialog Box
          • Attendees Tab of the Activity Dialog Box
          • Contacts Tab of the Activity Dialog Box
          • Leads Tab of the Activity Dialog Box
          • Recurrence Tab of the Activity Dialog Box
          • User-Defined Tabs on the Activity Dialog Box
        • Activities Filter Dialog Box
    • Activity Reports Overview
      • Activity Calendar Report Types
      • Report Contents
        • Activity List Report Columns
        • Activity Summary Report Columns
        • Activity Audit Columns
        • Activity Audit Detail Columns
      • Procedures
        • Print the Activity List Report
        • Print the Activity Summary Report
        • Print the Activity Calendar Report from the Activity Calendar Form
        • Print the Activity Calendar Report from the Activity Manager Form
      • Screens
        • Options Dialog Box
          • Display the Options Dialog Box
          • General Tab of the Options Dialog Box
          • User Defined Sections Tab of the Options Dialog Box
        • Activity Reporting Dialog Box
    • Managing Activities in the Info Center
      • Procedures
        • Open the Activity Dialog Box from an Info Center Record
        • Schedule an Activity in the Info Center
        • Schedule a Follow-up Activity in the Info Center
        • Copy an Activity in the Info Center
        • Delete an Activity in the Info Center
        • Modify an Activity in the Info Center
  • Proposals Overview
    • Custom Proposals Overview
      • Custom Proposals Process
      • Custom Proposals that Use Adobe InDesign Merge Templates
        • Custom Proposals Graphics and Adobe InDesign Merge Templates
        • Cost and Fee Proposals
        • Procedures
          • Create a New Custom Proposal
          • Add Info Center Sections to Custom Proposals
          • Add Info Center Records to a Custom Proposal Section
          • Add a Project Description to a Custom Proposal Section
          • Select Team Members and Employee Data to Include in a Project Section of a Custom Proposal
          • Select Projects and Project Data to Include in an Employee Section of a Custom Proposal
          • Add Resume Text to a Custom Proposal Section
          • Merge a Custom Proposal that Uses an Adobe InDesign Merge Template
        • Screens
          • Custom Proposal Form
            • Display the Custom Proposal Form
            • Toolbar of Custom Proposal Form
            • General Tab of the Custom Proposal Form
            • Info Center Section Tabs of the Custom Proposal Form
          • Configure Sections Dialog Box
          • Select Sections to Merge Dialog Box
          • Select Team Dialog Box
          • Select Projects Dialog Box
          • Proposal Log Dialog Box
          • Format Project Experience Dialog Box
          • View and Select Projects Dialog Box
      • Custom Proposals that Use Microsoft Word Merge Templates
        • Merge Code Toolbar in Microsoft Word
        • Merge Code Types
          • Employee Merge Codes
          • Activity Manager Group Codes
          • Client Info Center Group Codes
          • Contact Info Center Group Codes
          • Employee Info Center Group Codes
        • Cost and Fee Proposals
        • Procedures
          • Create a New Custom Proposal
          • Add Info Center Sections to Custom Proposals
          • Add Info Center Records to a Custom Proposal Section
          • Create Graphics Placeholders in a Microsoft Word Merge Template
          • Merge a Custom Proposal that Uses a Microsoft Word Merge Template
          • Create a Resume Template
        • Windows Regional Settings
        • Screens
          • Custom Proposal Form
          • Custom Proposals Graphics Dialog Box
          • Configure Sections Dialog Box
          • Select Sections to Merge Dialog Box
          • Select Custom Field Format Dialog Box
          • Select Date Format Dialog Box
          • Select Number Format Dialog Box
          • Select Separator Format Dialog Box
          • Select State/Province Format Dialog Box
          • Select Team Dialog Box
          • Proposal Log Dialog Box
          • Resume By Query Dialog Box
          • Format Project Experience Dialog Box
          • View and Select Projects Dialog Box
          • Select Projects Dialog Box
    • SF330 Proposals Overview
      • Before You Create an SF330 Proposal
      • List of Disciplines (Function Codes)
      • List of Experience Categories (Profile Codes)
      • How Refresh Works in Sections E F and G
      • Variables for SF330 and SF255 Graphics Placeholders
      • Merge Codes for SF330 Proposals
        • BLOB Codes in SF330 Merge Templates
        • External Projects Begin Code for Section E Block 19
        • External Projects Merge Codes for Section E Block 19
        • External Projects Begin Code for User-Defined Fields in Section E Block 19
        • External Employees Begin Code for User-Defined Fields in Section E
        • External Projects Merge Codes for Section F
        • External Projects Begin Code for User-Defined Fields in Section F
        • External Projects Merge Codes for Section G Block 29
        • External Projects Begin Code for User-Defined Fields in Section G Block 29
      • Procedures
        • Create a New SF330
        • Create an SF330 from an Opportunity
        • Copy an Existing SF330
        • Merge an SF330 Proposal
        • Merge Signature Images (Section H and Part II)
        • Add Graphics to an SF330
        • Populate a Block from a Text Library
      • Screens
        • 330 Preferences Form
        • SF330 Proposals Form
          • Display the SF330 Proposals Form
          • Toolbar of SF330 Proposals Form
          • Page 1 Tab of SF330 Proposals Form
          • Section C Menu of SF330 Proposals Form
          • Section E Tab of SF330 Proposals Form
          • Section E Menu of SF330 Proposals Form
          • Block 19 - Relevant Projects Menu of SF330 Proposals Form
          • Section F Tab of SF330 Proposals Form
          • Section F Menu of SF330 Proposals Form
          • Section G Tab of SF330 Proposals Form
          • Section H Tab of SF330 Proposals Form
          • Part II Tab of SF330 Proposals Form
          • Part II Menu of the SF330 Proposals Form
        • Section G Roles Dialog Box
        • View and Select Projects Dialog Box for SF330 Proposals
        • Select Projects for all Employees Dialog Box
    • SF330 Template Editor
      • Default SF330 Templates
      • Procedures
        • Modify an SF330 Template Set to Create a New Template Set
        • Update an SF330 Template to Add it to the Ajera CRMDatabase
        • Add Graphics Placeholders to SF330 Merge Templates
        • Add Your Firm's Logo
        • Change Fonts on a Template
      • Screens
        • SF330 Template Editor Dialog Box
    • SF254 Proposals Overview
      • External Merge Codes for SF254 and SF255 Proposals
        • BLOB Codes for SF254 and SF255 Proposals
        • BLOB Codes for Modified 254 and 255 Merge Templates
        • Project Merge Codes for SF254 and SF255 Proposals
      • Procedures
        • Merge an SF254 Proposal
        • Add Additional Disciplines (Block 8)
        • Add Profile Codes (Block 10)
        • Add Project Examples (Block 11)
      • Screens
        • 254 Preferences Form
        • SF254 Proposals Form
          • Display the SF254 Proposals Form
          • Toolbar of SF254 Proposals Form
          • Page 1 Tab of SF254 Proposals Form
          • Page 2 Tab of SF254 Proposals Form
          • Page 3 Tab of SF254 Proposals Form
          • Page 4 Tab of SF254 Proposals Form
    • SF254 Template Editor
      • Default SF254 Templates
      • Procedures
        • Modify an SF254 Template Set to Create a New Template Set
      • Screens
        • SF254 Template Editor Dialog Box
    • SF255 Proposals Overview
      • External Merge Codes for SF254 and SF255 Proposals
        • Graphics Placeholders for SF255 Merge Templates
        • Variables for SF330 and SF255 Graphics Placeholders
        • BLOB Codes for Modified 254 and 255 Merge Templates
        • BLOB Codes for SF254 and SF255 Proposals
        • Project Merge Codes for SF254 and SF255 Proposals
        • Employee Merge Codes for SF255 Proposals
        • Consultant Merge Codes for SF255 Proposals
      • Procedures
        • Merge an SF255 Proposal
        • Add Project Descriptions
        • Select Graphics for an SF255 Proposal
        • Build a Resume by Category
        • Build a Resume by Query with Project Restrictions
        • Build a Resume by Query without Project Restrictions
        • Specify Employee Layout for an SF255 Proposal
      • Screens
        • 255 Preferences Form
        • SF255 Proposals Form
          • Display the SF255 Proposals Form
          • Toolbar of SF255 Proposals Form
          • Page 1 Tab of SF255 Form
          • Consultants Tab of SF255 Proposals Form
          • Employees Tab of SF255 Proposals Form
          • Projects Tab of SF255 Proposals Form
          • Federal Tab of SF255 Proposals Form
          • Text Tab of SF255 Proposals Form
        • Resume By Query Dialog Box
    • SF255 Template Editor
      • Default SF255 Templates
      • Procedures
        • Modify an SF255 Template Set to Create a New Template Set
      • Screens
        • SF255 Template Editor Dialog Box
    • Resume by Query Overview
      • Resume by Query Preceding Separator Statements
      • Resume by Query State Formats
      • Resume by Query Currency Formats
      • Screens
        • Resume By Query Dialog Box
  • Reporting Overview
    • Configuration and Reporting
    • Favorite Reports Overview
    • Reporting Procedures Overview
      • Example of User-Defined Sections for Reports
      • Creating Reports and Favorites
        • Procedures
          • Create a New Report
          • Create User-Defined Sections
          • Create a Favorite Report (Save Personal Only)
          • Create a Favorite Report (Save for My Role)
          • Create a Favorite Report (Save for All Roles)
          • Generate a Favorite Report
          • Modify a Favorite Report
          • Delete a Favorite Report
      • Reporting Options Overview
        • Procedures
          • Create Folders for Saved Options and Searches
          • Save a Set of Options (Save Personal Only)
          • Save a Set of Options (Save for My Role)
          • Save a Set of Options (Save for All Roles)
          • Use a Set of Saved Options
          • Modify a Set of Saved Options
          • Rename a Set of Saved Options
          • Set Personal Default Options for Reports
          • Restore Default Options for Reports
          • Delete a Set of Saved Options
      • Selecting Data Overview
        • Procedures
          • Create Folders for Saved Options and Searches
          • Save a Search (Save Personal Only)
          • Save a Search (Save for My Role)
          • Save a Search (Save for All Roles)
          • Use a Saved Search
          • Modify a Saved Search
          • Rename a Saved Search
          • Delete a Saved Search
      • Formatting Overview
        • Procedures - Selecting and Formatting Columns
          • Select or Remove Columns
          • Change Column Order
          • Find a Column
          • Modify Column Headings
          • Change Column Width
          • Set the Margin for the First Column
          • Set Data Alignment for Columns
          • Turn HTML Formatting On or Off for Memo Fields
          • Select Column Headings Background Color
        • Procedures - Formatting Numbers and Dates
          • Define the Default Currency Format for a Report
          • Modify the Format for a Currency Column
          • Define the Default Number Format for a Report
          • Modify the Format for a Number Column
          • Define the Default Date and Time Format for a Report
          • Modify the Date and Time Format for a Column
        • Procedures - Setting Fonts and Page Layouts
          • Select a Font
          • Set Margins
          • Select Page Orientation
          • Set Page Size
        • Procedures - Specifying Graph Settings
          • Select Graph Settings
        • Procedures - Setting Grid Line and Detail Line Options
          • Set Grid Line Options
          • Set Detail Line Background Color
      • Sorting and Grouping Overview
        • Procedures
          • Sort and Group Data
          • Find a Group
          • Change the Sort Order
          • Select Colors and Lines for Sort Bands
      • Previewing Reports Overview
        • Searching Previewed Reports
        • Procedures
          • Preview a Favorite on Your Computer
          • Preview a Report on Your Computer
          • Search a Previewed Report with a Simple Search
          • Search a Previewed Report with an Advanced Search
          • Export Advanced Search Results to Excel
          • Print Advanced Search Results
          • Group Advanced Search Results
          • Sort Advanced Search Results
          • Filter Advanced Search Results
          • Use the Document Map to Find Data
          • Change Report Parameters on the Preview Window
      • Printing Reports Overview
        • Procedures
          • Print a Report from the Reports Tab or Archived Reports Tab
          • Print a Report from the Preview Window
          • Print Using a Previous Version of Ajera CRM's Printing Technology
      • Archiving Reports Overview
        • Procedures
          • Create an Archived Report
          • Schedule a Report to Be Archived
          • View an Archived Report
      • Scheduling Reports and Profiles Overview
        • Procedures
          • Schedule a Report to Run Later
          • Schedule a Profile to Run Later
      • Sending Reports as Email Attachments Overview
        • Procedures
          • Distribute a Report by Email
          • Distribute a Report Using an Email Template
      • Downloading Reports Overview
        • Procedures
          • Download a Report
    • Reporting Screens Overview
      • Reporting Form
        • Display the Reporting Form
        • Toolbar of Reporting Form or Dialog Box
        • Reports Tab
        • Archived Reports Tab
        • Current Activity Tab
      • Options Dialog Box
        • Display the Options Dialog Box
        • Standard Controls on the Options Dialog Box
        • General Tab of the Options Dialog Box
        • Activity Tab of the Options Dialog Box
        • Sorting Grouping Tab of the Options Dialog Box
        • Columns Tab of the Options Dialog Box
        • Metrics Tab of the Options Dialog Box
        • User Defined Sections Tab of the Options Dialog Box
        • Drill Down Tab of the Options Dialog Box
        • Layout Tab of the Options Dialog Box
        • Graph Tab of the Options Dialog Box
      • Preview Window
        • Preview Window Options
      • Organize Favorite Report Dialog Box
      • Organize Options Dialog Box
      • Organize Options Dialog Box for Searches
      • Print Dialog Box
      • Format Number Dialog Box
      • Format Currency Dialog Box
      • Format Date/Time Dialog Box
    • Report Descriptions Overview
      • Activity Reports Overview
        • Activity Audit
          • Display the Activity Audit
          • Activity Audit General Tab
          • Activity Audit Columns
        • Activity Audit Detail
          • Display the Activity Audit Detail
          • Activity Audit Detail General Tab
          • Activity Audit Detail Columns
      • Client Reports Overview
        • Client Audit
          • Display the Client Audit
          • Client Audit General Tab
          • Client Audit Columns
        • Client Audit Detail
          • Display the Client Audit Detail
          • Client Audit Detail General Tab
          • Client Audit Detail Columns
        • Client List
          • Display the Client List
          • Client List General Tab
          • Client List Columns Tab
        • Client Mailing Labels
          • Display the Client Mailing Labels Report
          • Client Mailing Labels General Tab
        • Client Summary
          • Display the Client Summary
          • Client Summary General Tab
          • Client Summary Columns Tab
          • User Defined Sections Tab of the Options Dialog Box
        • Client Employee Assignment and Activity Status
          • Display the Client Employee Assignment and Activity Status
          • Client Employee Assignment and Activity Status General Tab
          • Client Employee Assignment and Activity Status Columns
      • Configuration Reports Overview
        • Field Security Report
          • Display the Field Security Report
          • Field Security Columns
        • User Accounts Report
          • Display the User Accounts Report
          • User Accounts Report Columns
        • Role Summary Report
          • Display the Role Summary Report
          • Role Summary Report Options
      • Contact Reports Overview
        • Contact Audit
          • Display the Contact Audit
          • Contact Audit General Tab
          • Contact Audit Columns
        • Contact Audit Detail
          • Display the Contact Audit Detail
          • Contact Audit Detail General Tab
          • Contact Audit Detail Columns
        • Contact List
          • Display the Contact List
          • Contact List General Tab
          • Contact List Columns Tab
        • Contact Mailing Labels
          • Display the Contact Mailing Labels
          • Contact Mailing Labels General Tab
        • Contact Summary
          • Display the Contact Summary
          • Contact Summary General Tab
          • Contact Summary Columns Tab
          • User Defined Sections Tab of the Options Dialog Box
      • Data Export Reports Overview
        • Display the Data Export Reports
        • Client Export
        • Contact Export
        • Employee Export
        • Lead Export
        • Marketing Campaign Export
        • Opportunity Export
        • Project List Export
        • Vendor List Export
      • Employee Reports Overview
        • CRM Employee Summary
          • Display the CRM Employee Summary
          • CRM Employee Summary General Tab
          • CRM Employee Summary Columns Tab
          • User Defined Sections Tab of the Options Dialog Box
        • Employee Audit
          • Display the Employee Audit
          • Employee Audit General Tab
          • Employee Audit Columns
        • Employee Audit Detail
          • Display the Employee Audit Detail
          • Employee Audit Detail General Tab
          • Employee Audit Detail Columns
        • Employee List
          • Display the Employee List
          • Employee List General Tab
          • Employee List Columns Tab
        • Employee Mailing Labels
          • Display the Employee Mailing Labels
          • Employee Mailing Labels General Tab
      • Lead Reports Overview
        • Lead Audit
          • Display the Lead Audit
          • Lead Audit General Tab
          • Lead Audit Columns
        • Lead Audit Detail
          • Display the Lead Audit Detail
          • Lead Audit Detail General Tab
          • Lead Audit Detail Columns
        • Lead List
          • Display the Lead List
          • Lead List General Tab
          • Lead List Columns Tab
        • Lead Mailing Labels
          • Display the Lead Mailing Labels
          • Lead Mailing Labels General Tab
        • Lead Summary
          • Display the Lead Summary
          • Lead Summary General Tab
          • Lead Summary Columns Tab
          • User Defined Sections Tab of the Options Dialog Box
      • Marketing Campaign Reports Overview
        • Marketing Campaign Audit
          • Display the Marketing Campaign Audit
          • Marketing Campaign Audit General Tab
          • Marketing Campaign Audit Columns
        • Marketing Campaign Audit Detail
          • Display the Marketing Campaign Audit Detail
          • Marketing Campaign Audit Detail General Tab
          • Marketing Campaign Audit Detail Columns
        • Marketing Campaign List
          • Display the Marketing Campaign List
          • Marketing Campaign List General Tab
          • Marketing Campaign List Columns Tab
        • Marketing Campaign Summary
          • Display the Marketing Campaign Summary
          • Marketing Campaign Summary General Tab
          • Marketing Campaign Summary Columns
          • User Defined Sections Tab of the Options Dialog Box
      • Opportunity Reports Overview
        • Opportunity Audit
          • Display the Opportunity Audit
          • Opportunity Audit General Tab
          • Opportunity Audit Columns
        • Opportunity Audit Detail
          • Display the Opportunity Audit Detail
          • Opportunity Audit Detail General Tab
          • Opportunity Audit Detail Columns
        • Opportunity Forecast
          • Display the Opportunity Forecast
          • Opportunity Forecast General Tab
          • Opportunity Forecast Columns Tab
        • Opportunity Hit Rate List
          • Display the Opportunity Hit Rate List
          • Opportunity Hit Rate List General Tab
          • Opportunity Hit Rate List Columns Tab
        • Opportunity List
          • Display the Opportunity List
          • Opportunity List General Tab
          • Opportunity List Columns Tab
        • Opportunity Fee Estimate
          • Display the Opportunity Fee Estimate
          • Opportunity Fee Estimate General Tab
          • Opportunity Fee Estimate Sections Tab
          • Opportunity Fee Estimate Signature Tab
          • Opportunity Fee Estimate Misc Tab
        • Opportunity Service Estimate
          • Display the Opportunity Service Estimate
          • Opportunity Service Estimate General Tab
          • Opportunity Service Estimate Sections Tab
          • Opportunity Service Estimate Signature Tab
          • Opportunity Service Estimate Misc Tab
        • Opportunity Summary
          • Display the Opportunity Summary
          • Opportunity Summary General Tab
          • Opportunity Summary Columns Tab
          • User Defined Sections Tab of the Options Dialog Box
      • Project Reports Overview
        • CRM Project Summary
          • Display the CRM Project Summary
          • CRM Project Summary General Tab
          • CRM Project Summary Columns Tab
          • User Defined Sections Tab of the Options Dialog Box
        • Project Audit
          • Display the Project Audit
          • Project Audit General Tab
          • Project Audit Columns
        • Project Audit Detail
          • Display the Project Audit Detail
          • Project Audit Detail General Tab
          • Project Audit Detail Columns
        • Project List
          • Display the Project List
          • Project List General Tab
          • Activity Tab of the Options Dialog Box
          • Project List Columns Tab
        • Project Template Audit
          • Display the Project Template Audit
          • Project Template Audit General Tab
          • Project Template Audit Columns
        • Project Template Audit Detail
          • Display the Project Template Audit Detail
          • Project Template Audit Detail General Tab
          • Project Template Audit Detail Columns
      • Text Library Reports Overview
        • Text Library Audit
          • Display the Text Library Audit
          • Text Library Audit General Tab
          • Text Library Audit Columns
        • Text Library Audit Detail
          • Display the Text Library Audit Detail
          • Text Library Audit Detail General Tab
          • Text Library Audit Detail Columns
        • Text Library List
          • Display the Text Library List
          • Text Library List General Tab
          • Text Library List Columns Tab
        • Text Library Summary
          • Display the Text Library Summary
          • Text Library Summary General Tab
          • Text Library Summary Columns Tab
          • User Defined Sections Tab of the Options Dialog Box
      • Unit Reports Overview
        • Unit Audit
          • Display the Unit Audit
          • Unit Audit General Tab
          • Unit Audit Columns
        • Unit Audit Detail
          • Display the Unit Audit Detail
          • Unit Audit Detail General Tab
          • Unit Audit Detail Columns
        • Unit Detail Report
          • Display the Unit Detail
          • Unit Detail General Tab
          • Unit Detail Columns Tab
        • Unit List
          • Display the Unit List
          • Unit List General Tab
          • Unit List Columns
      • User-Defined Info Center Reports Overview
        • User-Defined Info Center Audit Report
          • Display the User-Defined Info Center Audit
          • User-Defined Info Center Audit General Tab
          • User-Defined Info Center Audit Columns
        • User-Defined Info Center Audit Detail
          • Display the User-Defined Info Center Audit Detail
          • User-Defined Info Center Audit Detail General Tab
          • User-Defined Info Center Audit Detail Columns
        • User-Defined Info Center List
          • Display the User-Defined Info Center List
          • User-Defined Info Center List General Tab
          • User-Defined Info Center List Columns Tab
        • User-Defined Info Center Summary
          • Display the User-Defined Info Center Summary
          • User-Defined Info Center Summary General Tab
          • User-Defined Info Center Summary Columns Tab
          • User Defined Sections Tab of the Options Dialog Box
      • Vendor Reports Overview
        • CRM Vendor Summary
          • Display the CRM Vendor Summary
          • CRM Vendor Summary General Tab
          • CRM Vendor Summary Columns Tab
          • User Defined Sections Tab of the Options Dialog Box
        • Vendor Audit
          • Display the Vendor Audit
          • Vendor Audit General Tab
          • Vendor Audit Columns
        • Vendor Audit Detail
          • Display the Vendor Audit Detail
          • Vendor Audit Detail General Tab
          • Vendor Audit Detail Columns
        • Vendor List
          • Display the Vendor List
          • Vendor List General Tab
          • Vendor List Columns Tab
        • Vendor Mailing Labels
          • Display the Vendor Mailing Labels
          • Vendor Mailing Labels General Tab
  • Utilities Overview
    • User Activity Utility
      • How to...
        • View User Activity
        • Disable User Logins
        • Enable User Logins
        • Send an Email Message to Users
      • Fields and Options
        • User Activity Form
    • Advanced Utilities Overview
      • Data Import Utility
        • Data Import Security
        • Validating Data
        • Vision Table Names
        • Preparing Files for Import
        • Table Formats Overview
          • Info Center Tables
            • Clients Table Formats (CL)
            • Custom Grid for Clients Table Formats ClientCustomTabFields)
            • Clients Address Table Formats (CLAddress)
            • Clients File Links Table Formats (ClientFileLinks)
            • Employees Table Formats (EM)
            • Custom Grid for Employees Table Formats (EmployeeCustomTabFields)
            • Employees Education Table Formats (EMDegree)
            • Employees Licenses Table Formats (EMRegistration)
            • Employees Skills Table Formats (EMSkills)
            • Employees Resumes Table Formats (EMResume)
            • Employees File Links Table Formats (EmployeeFileLinks)
            • Employees - Clients Table Formats (EMClientAssoc)
            • Employees - Contacts Table Formats (EMContactAssoc)
            • Opportunities Table Formats (Opportunity)
            • Custom Grid for Opportunities Table Formats (OpportunityCustomTabFields)
            • Opportunities Project Codes Table Formats (OpportunityProjectCodes)
            • Opportunities Proposals Table Formats (OpportunityProposals)
            • Opportunities File Links Table Formats (OpportunityFileLinks)
            • Opportunities - Clients Table Formats (OpportunityClientAssoc)
            • Opportunities - Contacts Table Formats (OpportunityContactAssoc)
            • Opportunities - Employees Table Formats (OpportunityEMAssoc)
            • Contacts Table Formats (Contacts)
            • Custom Grid for Contacts Table Formats (ContactCustomTabFields)
            • Contacts File Links Table Formats (ContactsFileLinks)
            • Contacts More Info Table Formats (ContactMoreInfo)
            • Projects Table Formats (PR)
            • Custom Grid for Projects Table Formats (ProjectCustomTabFields)
            • Projects Codes Table Formats (PRProjectCodes)
            • Projects Descriptions Table Formats (PRDescriptions)
            • Projects Awards Table Formats (PRAwards)
            • Projects File Links Table Formats (PRFileLinks)
            • Projects - Clients Table Formats (PRClientAssoc)
            • Projects - Contacts Table Formats (PRContactAssoc)
            • Projects - Employees Table Formats (EMProjectAssoc)
            • Leads Table Formats (Leads)
            • Custom Grid for Leads Table Formats (LeadCustomTabFields)
            • Leads File Links Table Formats (LeadFileLinks)
            • Leads - Activities Table Formats (ActivityLeads)
            • Marketing Campaigns Table Formats (MktCampaign)
            • Custom Grid for Marketing Campaigns Table Formats (MktCampaignCustomTabFields)
            • Marketing Campaigns File Links Table Formats (MktCampaignFileLinks)
            • Marketing Campaigns - Leads Table Formats (MktCampaignLeads)
            • Marketing Campaigns - Opportunities Table Formats (MktCampaignOppAssoc)
            • Marketing Campaigns - Projects Table Formats (MktCampaignProjectAssoc)
            • Vendors Table Formats (VE)
            • Custom Grid for Vendors Table Formats (VendorCustomTabFields)
            • Vendors Address Table Formats (VEAddress)
            • Vendors File Links Table Formats (VEFileLinks)
            • Vendors - WBS1s Table Formats (VEProjectAssoc)
          • Non-Info Center Tables
            • Activities Table Formats (Activity)
            • Items Table Formats (Items)
            • Items Company Table Formats (CompanyItem)
            • Items Vendors Table Formats (VendorItem)
        • How to...
          • Import Text Files
          • Import ODBC DSN Files
        • Fields and Options
          • Import Utility Form
            • Display the Import Utility Form
            • Main Tab of Import Utility Form
            • Text File Fields Mapping Tab of Import Utility
            • ODBC DSN Fields Mapping Tab of Import Utility
          • Import from a Text File Dialog Box
          • Import Utility Dialog Box
          • Please Specify the Batch Name to be Used for this Data Entry Import Dialog Box
      • Batch Deletes Utility
        • How to...
          • Use Batch Deletes to Delete Records
          • Use Batch Deletes to Make Records Inactive
        • Fields and Options
          • Batch Deletes Form
      • Search and Replace Utility
        • How to...
          • Create a New Search and Replace Update Run
          • Use an Existing Search and Replace Update Run
        • Screens
          • Search and Replace Form (Utilities)
      • GovWin IQ Web Service Utility
        • Set Up GovWin IQ Integration
        • Run or Schedule the GovWin IQ Web Service Utility
        • GovWin IQ Web Service Form
          • Display the GovWin IQ Web Service Form
          • Toolbar of the GovWin IQ Web Service Form
          • General Tab of the GovWin IQ Web Service Form
          • Configuration Tab of GovWin IQ Web Service
      • Create Client from Vendor Utility
        • Create a Client from a Vendor
        • Create Client from Vendor Form
          • Display the Create Client from Vendor Form
          • Toolbar of the Create Client from Vendor Form
          • Main Tab of the Create Client from Vendor Form
          • Field Mapping Tab of the Create Client from Vendor Form
      • Configuration Audit Purge Utility
        • Purge Configuration Audit Data
        • Configuration Audit Purge Form
    • Key Conversions Overview
      • How to...
        • Schedule Key Conversions
        • Convert Account Keys
        • Convert Client Keys
        • Convert Contact Keys
        • Convert Employee Keys
        • Convert Project Keys
        • Enable Phases and Tasks
        • Disable Phases or Tasks
        • Convert Phase Keys
        • Convert Task Keys
        • Convert Organization Codes for Projects, Phases, or Tasks
        • Convert Unit Keys
        • Convert Vendor Keys
      • Fields and Options
        • Key Convert Accounts Form
          • Display the Key Convert Accounts Form
          • Toolbar of the Key Convert Forms
          • Contents of the Key Convert Accounts Form
        • Key Convert Clients Form
          • Display the Key Convert Clients Form
          • Toolbar of the Key Convert Forms
          • Contents of the Key Convert Clients Form
        • Key Convert Contacts Form
          • Display the Key Convert Contacts Form
          • Toolbar of the Key Convert Forms
          • Contents of the Key Convert Contacts Form
        • Key Convert Employees Form
          • Display the Key Convert Employees Form
          • Toolbar of the Key Convert Forms
          • Contents of the Key Convert Employees Form
        • Key Convert Projects Form
          • Display the Key Convert Projects Form
          • Toolbar of the Key Convert Forms
          • Contents of the Key Convert Projects Form
        • Enable Phases/Tasks Form
          • Display the Enable Phases or Tasks Form
          • Toolbar of the Key Convert Forms
          • Contents of the Enable Phases or Tasks Form
        • Disable Phases/Tasks Form
          • Display the Disable Phases and Tasks Form
          • Toolbar of the Key Convert Forms
          • Contents of the Disable Phases and Tasks Form
        • Key Convert Phases Form
          • Display the Key Convert Phases Form
          • Toolbar of the Key Convert Forms
          • Contents of the Key Convert Phases Form
        • Key Convert Tasks Form
          • Display the Key Convert Tasks Form
          • Toolbar of the Key Convert Forms
          • Contents of the Key Convert Tasks Form
        • Key Convert Projects' Organization Form
          • Display the Key Convert Projects' Organization Form
          • Toolbar of the Key Convert Forms
          • Contents of the Key Convert Projects' Organization Form
        • Key Convert Units Form
          • Display the Key Convert Units Form
          • Toolbar of the Key Convert Forms
          • Contents of the Key Convert Units Form
        • Key Convert Vendors Form
          • Display the Key Convert Vendors Form
          • Toolbar of the Key Convert Forms
          • Contents of the Key Convert Vendors Form
      • Learn More About...
        • Moving Phases or Tasks
    • Key Formats Overview
      • Procedures
        • Schedule Key Format Conversions
        • Convert Account Number Formats
        • Convert Client Number Formats
        • Convert Employee Number Formats
        • Create Organization Levels and Specify Label Formats
        • Convert Project Number Formats
        • Convert Phase Number Formats
        • Convert Reference Number Formats
        • Convert Task Number Formats
        • Convert Unit Number Formats
        • Convert Vendor Number Formats
      • Screens
        • Key Convert Account Format Form
        • Key Convert Client Format Form
        • Key Convert Employee Format Form
        • Key Convert Organization Format Form
        • Key Convert Phase Format Form
        • Key Convert Project Format Form
        • Key Convert Reference Number Format Form
        • Key Convert Task Format Form
        • Key Convert Unit Format Form
        • Key Convert Vendor Format Form
    • Files Administration Utility
      • Attachments
      • Adobe InDesign and Proposals
      • Data Synchronization
      • View Documents Uploaded with the Files Administration Utility
      • Files Administration Form
    • Process Server Utilities Overview
      • Process Queue Manager Utility
        • Process Queue Manager Tasks (Toolbar Options)
        • Use the Process Queue Manager
        • Process Queue Form
      • Profile Editor Utility
        • How to...
          • Create Profiles
          • Submit a Profile to a Process Queue
          • Delete Profiles
        • Fields and Options
          • Profile Editor Form
      • Process Server Management Utility
        • How to...
          • Start or Stop Application Servers
          • Display the Server Event Log
        • Fields and Options
          • Event Log Form
    • Backup Database Overview
      • Back Up the Ajera CRM Database
    • Report Administration Utility
      • Loading Custom Reports into Ajera CRM
      • Ajera CRM Application Server Location for Custom Reports
      • Custom Reports for User-Defined Info Centers
      • How to...
        • Download Custom Reports
        • Synchronize Custom Reports from the Reports Server to the Database
        • Upload Custom Reports from the Ajera CRM Application Server
        • Upload Custom Reports from a Workstation into Ajera CRM
        • Display Available Printers
        • Display Current Reporting Activity
        • Display Log of Report Data
        • Clean Up Orphaned Report, Cached Invoice Template, and Old Log Files
        • Delete Archived Reports
        • Upgrade Custom Reports Saved in Your Ajera CRM Database to the Latest RDL Schema
        • Upgrade Custom Reports Saved on a Local Machine to the Latest RDL Schema
      • Fields and Options
        • Report Administration Form
          • Display the Report Administration Form
          • Load Reports Tab of Report Administration
          • Report Printers Tab of Report Administration
          • Current Activity Tab of Report Administration
          • Report Logging Tab of Report Administration
          • Database Cleanup Tab of Report Administration
          • Custom Reports Tab of Report Administration
    • Download Merge Code Macro Utility
      • Download the Merge Macro for Proposals
    • Download Integration Utility
      • Download Microsoft Office and Desktop Integration
    • Weblink Utility Overview
      • Multiple Languages and the Weblink Utility
      • Procedures
        • Modify the Web.config File to Add the Ajera CRM Database Sort Order
        • Manage Login Alerts
        • Set or Reset Your Weblink Password
      • Screens
        • Weblink Utility Form
          • Display the Weblink Utility Form
          • General Tab of Weblink Utility
          • Report Server Tab of Weblink Utility
          • Login Alerts tab of Weblink Utility
          • System Settings Tab of Weblink Utility
          • Document Management Tab of Weblink Utility
          • Database List View Tab of Weblink Utility
  • Ajera Synchronization with Ajera CRM
  • Configuration Overview
    • Customizing Ajera CRM Overview
    • Screen Designer Overview
      • Screen Designer Icons
      • Security and the Screen Designer
      • How to...
        • Customize Tabs with the Screen Designer
        • Customize Fields with the Screen Designer
        • Customize Group Boxes with the Screen Designer
        • Customize Grids with the Screen Designer
        • Add a Workflow Button with the Screen Designer
        • Add a Tool Tip with the Screen Designer
        • Add Online Help with the Screen Designer
    • Navigation Menu Designer Overview
      • Navigation Menu Designer Terminology
      • Customize the Navigation Menu
      • Navigation Menu Designer Dialog Box
    • General Configuration Overview
      • General System Settings Overview
        • Lookup, Dashboard, and Info Center Grid View Options
        • Audit Trail Reporting
        • Process Server Options
        • Auto Numbering Overview
        • How to...
          • Set Up Lookup Dashboard and Info Center Grid Options
          • Set Up Email Preferences
          • Set Up Server Options
          • Set Up Field Labels
          • View Current Numbering Formats
          • Set Up Auto Numbering
          • Set Up Audit Trail Reporting
          • Set Up Workflow Log
          • Set Up Authentication for Internet Access
          • Set Up Alert Polling Interval
          • Allow Calendar Sharing
          • Set Up Default Fonts for the Text Editor
        • Fields and Options
          • General System Settings Form
            • Display the General System Settings Form
            • Lookups Tab of General System Settings Form
            • Email Tab of General System Settings Form
            • Servers Tab of General System Settings Form
            • Labels Tab of General System Settings Form
            • Numbering Tab of General System Settings Form
            • Audit Trail Tab of General System Settings Form
            • Miscellaneous Tab of General System Settings Form
            • Azure Active Directory Tab of General System Settings Form
      • General Company Settings Overview
        • Set Up General Company Settings
        • General Company Settings Form
          • Display the General Company Settings Form
          • General Tab of General Company Settings Form
          • Formatting Tab of General Company Settings Form
      • User-Defined Components Overview
        • User-Defined Components: New Info Centers
        • User-Defined Components: Fields
        • User-Defined Components: Grids
        • Guidelines for Mapping Fields
        • Procedures
          • Add a New Info Center
          • Modify Info Center Properties
          • Add or Modify Tabs
          • Add or Modify Grids in Standard and User-Defined Components
          • Add or Modify Fields in Standard and User-Defined Components
          • Map User Defined Fields and Grids
          • Find a User Defined Field Label
          • Delete a User-Defined Info Center
          • Delete a User-Defined Tab
          • Delete a User-Defined Field
          • Delete a User-Defined Grid
        • Fields and Options
          • User-Defined Components Form
            • Display the User-Defined Components Form
            • Toolbar of User-Defined Components Form
            • Tabs Tab of User-Defined Components Form
            • Custom Fields Tab of User-Defined Components Form
            • Custom Grids Tab of User-Defined Components Form
            • Mappings Tab of User-Defined Components Form
          • Find User Defined Field Label Dialog Box
          • Info Center Properties Dialog Box
          • Reorder User Defined Tab Fields Dialog Box
      • Lookup and Report Labels Overview
        • Create Custom Lookup and Report Labels
        • Lookup Report Labels Form
      • Calculated Fields Overview
        • How to...
          • Create System-Wide Calculated Fields
          • Create Local Calculated Fields
        • Fields and Options
          • Calculated Fields Form
      • Custom Report Options Overview
        • How to...
          • Add Options to a Custom Report
          • Modify the Order of Options
          • Specify Values for a Custom Lookup Option
        • Fields and Options
          • Custom Report Options Form
          • Lookup Lists Dialog Box
      • Code Tables Setup Overview
        • Code Table Descriptions
        • International Address Formats
        • How to...
          • Set Up Code Tables
          • Delete Code Tables
      • Project Templates Setup Overview
        • Procedures
          • Create a Project Template
          • Modify Project Templates
          • Delete Project Templates
      • Project Defaults Overview
        • Create Project Defaults
      • Opportunity Settings Overview
        • Procedures
          • Create Estimated Revenue Allocation Templates
          • Set Up Service Estimates
        • Screens
          • Opportunity Settings Form
            • Display the Opportunity Settings Form
            • Service Estimate Tab of Opportunity Settings Form
            • Estimated Revenue Tab of Opportunity Settings Form
            • Fee Estimate Tab of Opportunity Settings
            • BVS Sales Process Tab of Opportunity Settings Form
          • Estimated Revenue Allocation Templates Dialog Box
      • Fee Estimate Groups Overview
        • Procedures
          • Add a Cost Group for Fee Estimates
          • Delete a Cost Group
          • Add a Functional Group for Fee Estimates
          • Delete a Functional Group
        • Screens
          • Fee Estimate Groups Form
            • Display the Fee Estimate Groups Form
            • Toolbar of Fee Estimate Groups
            • Cost Groups Tab of Fee Estimate Groups
            • Functional Groups Tab of Fee Estimate Groups
      • Fee Estimate Service Profiles Overview
        • Procedures
          • Add a New Service Profile
          • Add a Fee Band to a Service Profile
          • Delete a Fee Band from a Service Profile
          • Add a Phase to a Service Profile
          • Delete a Phase from a Service Profile
          • Add a Cost Group to a Service Profile
          • Delete a Cost Group from a Service Profile
          • Add a Functional Group to a Service Profile
          • Delete a Functional Group from a Service Profile
        • Screens
          • Fee Estimate Service Profiles Form
            • Display the Fee Estimate Service Profiles Form
            • Toolbar of Fee Estimate Service Profiles
            • General Tab of Fee Estimate Service Profiles
            • Service Phases Tab of Fee Estimate Service Profiles
            • Cost Groups Tab of Fee Estimate Service Profiles
            • Functional Groups Tab of Fee Estimate Service Profiles
      • Merge Templates Overview
        • Merge Templates Created with Adobe InDesign
          • Prerequisites for Creating Ajera CRM Merge Templates with Adobe InDesign
          • Ajera CRM Has Not Been Configured for Adobe InDesign Merge Templates
          • Adobe InDesign Sample Merge Templates
          • Ajera CRM Memo Field Formatting in Adobe InDesign Merge Templates
          • Security for Adobe InDesign Merge Templates and Merged Documents
          • Memo Fields
          • Associated and Non-Associated Grids
          • Procedures
            • Create the Adobe InDesign Registry Entry
            • Assign Merge Templates to a Security Role
            • Create a Ajera CRM Merge Template with Adobe InDesign
            • Insert Merge Codes for a Graphic in an Adobe InDesign Merge Template
            • Insert Merge Codes for Project Descriptions in an Adobe InDesign Merge Template
            • Insert Merge Codes for Resume Text in an Adobe InDesign Merge Template
            • Insert Ajera CRM Data into a Table in an Adobe InDesign Merge Template
            • Insert Merge Codes for Ajera CRM Grids in an Adobe InDesign Merge Template
            • Prevent Blank Rows from Displaying between the Rows of Data for Each Grid Record in a Merged Document
            • Prevent Merged Document Content from Exceeding the Space
            • Insert Merge Codes for Ajera CRM Associated Grid Fields and Only Certain Records in the Grid
            • Select Specific Rows from a User-Defined Grid to be Included in an Adobe InDesign Merge Template
            • Update an Adobe InDesign Merge Template in Ajera CRM
            • Copy Merge Templates
            • Import an Adobe InDesign Merge Template into Ajera CRM
            • Delete Merge Templates
        • Merge Templates Created with Microsoft Word
          • Security for Microsoft Word Merge Templates and Merged Documents
          • Procedures
            • Assign Merge Templates to a Security Role
            • Create a Ajera CRM Merge Template with Microsoft Word
            • Select an Info Center and Merge Codes in a Microsoft Word Merge Template
            • Add a Microsoft Word Merge Template to Ajera CRM
            • Update a Microsoft Word Merge Template in Ajera CRM
            • Export Merge Templates
            • Copy Merge Templates
            • Delete Merge Templates
        • Screens
          • Merge Templates Form
          • Merge Code Dialog Box
          • Add Merge Template Dialog Box
          • Client Address Dialog Box
          • Vendor Address Dialog Box
          • Update Merge Template Dialog Box
      • Holiday Calendar Setup Overview
        • Procedures
          • Set Up Holiday Calendar
        • Screens
          • Holiday Configuration Form
      • Currency Configuration Overview
        • Configure Currency
      • Alerts Configuration Overview
        • Procedures
          • Set Up Alert Polling Interval
          • Set Up Alerts for Opportunity Stage Change
      • Client Hierarchy Overview
        • Create Client Hierarchy Levels
        • Client Hierarchy Form
    • Workflow Configuration Overview
      • User Initiated Workflow Overview
        • User Initiated Workflow Examples
        • Procedures
          • Create User Initiated Workflows
          • Print the Workflow Report
        • Form and Dialog Boxes
          • User Initiated Workflow Form
          • Workflow SQL Expression Builder Dialog Box
      • Scheduled Workflow Overview
        • Scheduled Workflow Examples
        • Procedures
          • Create Scheduled Workflows
          • Print the Workflow Report
        • Form and Dialog Boxes
          • Scheduled Workflow Form
          • Scheduled Workflow SQL Expression Builder Dialog Box
          • Conditions Dialog Box (Scheduled Workflows)
      • Workflow Actions Overview
        • Validate Error Action for Workflows
        • Validate Warning Action for Workflows
        • Email Alert Action for Workflows
        • Dashboard Alert Action for Workflows
        • Column (Field) Change Action for Workflows
        • Create Activity Action for Workflows
        • Stored Procedure Action for Workflows
        • Function Action for Workflows
        • Invoke Custom Method Action for Workflows
        • Invoke Web Service Action for Workflows
        • Procedures
          • Create a Custom DLL
        • Dialog Boxes
          • Create Activities Dialog Box (Workflows)
            • Display the Create Activities Dialog Box (Workflows)
            • Detail Tab of the Create Activities Dialog Box (Workflows)
            • Attendees Tab of the Create Activities Dialog Box (Workflows)
            • Contacts Tab of the Create Activities Dialog Box (Workflows)
            • Campaign/Leads Tab of the Create Activities Dialog Box (Workflows)
            • Recurrence Tab of the Create Activities Dialog Box (Workflows)
          • Email Configuration Dialog Box
          • Dashboard Configuration Dialog Box
          • Column (Field) Change Configuration Dialog Box
          • Stored Procedure Configuration Dialog Box
          • Function Configuration Dialog Box
          • Invoke Custom Method Configuration Dialog Box
          • Web Service Configuration Dialog Box
    • Security Configuration Overview
      • Record Level Security
      • Checklist: Setting Up Security
      • Procedures for Logging In
        • Open Security and Log on to Ajera CRM
        • Log on to Ajera CRM Using Windows Integrated Security
        • Change Your Password
      • Roles Overview
        • Procedures for Assigning Users to Roles
          • Create a New Role
          • Select an Existing Role
          • Copy a Role to Create a New Role
          • Modify a Role
          • Delete a Role
          • Assign Users to Roles
          • Assign Multiple Users to a Role
          • Remove a User from a Role
        • Procedures for Setting Up Access Rights
          • Set Up Access to Application Tabs
          • Set Up Access to Favorite Reports
          • Set Up Access to Lookups
          • Set Up Access to Merge Templates
          • Set Up Access to Printers
          • Set Up Access to Reports
          • Set Up Access to Report Columns and Groups
          • Set Up Access to Saved Report Options
          • Set Up Access to Saved Searches
          • Set Up Access to System Dashparts
          • Set Up Access to Web Dashparts
        • Form and Dialog Boxes
          • Roles Form
            • Display the Roles Form
            • Customize the Grid View for the Roles Form
            • Toolbar of Roles Form
            • General Tab of Roles
            • Access Rights Tab of Roles
            • Record Access Tab of Roles
          • Assign Library Rights Dialog Box
          • Browse Rights Dialog Box
          • Reporting Options Dialog Box
            • Standard Controls on the Options Dialog Box
            • General Tab of the Options Dialog Box
            • Activity Tab of the Options Dialog Box
            • Sorting Grouping Tab of the Options Dialog Box
            • Columns Tab of the Options Dialog Box
            • Graph Tab of the Options Dialog Box
            • Layout Tab of the Options Dialog Box
            • Archived Reports Tab
        • Report
          • Print the Role Summary Report
          • Role Summary Report
      • Users Overview
        • Procedures
          • Create a New User
          • Create a New User from an Employee Record
          • Create Multiple New Users from Employee Records
          • Copy a User
          • Delete a User Record
          • Modify User Information
          • Enable All Users to Use Ajera CRM
          • Enable a Single User to Use Ajera CRM
          • Disable All Users from Using Ajera CRM
          • Disable a Single User from Using Ajera CRM
        • Form
          • Users Form
            • Display the Users Form
            • Toolbar of Users Form
            • General Tab of Users Form
            • Generate Users Tab of Users Form
        • Report
          • Print User Information
          • User Accounts Report
      • Password Policies Overview
        • Password Policies Form
          • Display the Password Policies Form
          • Contents of the Password Policies Form
      • Windows Integrated Security Overview
        • Configure Windows Integrated Security
    • Organization Setup Overview
      • Organization General Setup Form
      • Organization Subcodes Overview
        • Examples: Subcodes
        • Procedures
          • Add a New Subcode
          • Copy a Subcode
          • Delete a Subcode
          • Add a New Organization Code
          • Copy an Organization Code
          • Delete an Organization Code
        • Form
          • Organization Codes Form
            • Display the Organization Codes Form
            • Subcodes Tab of Organization Codes Form
            • Organizations Tab of Organization Codes Form
      • Firm Setup - Proposals Overview
        • Procedures
          • Add a New Firm Setup - Proposals Record
          • Delete a Firm Setup - Proposal Record
          • Print Reports on Firm Setup - Proposal Records
        • Form
          • Firm Setup - Proposals Form
            • Display the Firm Setup - Proposals Form
            • Toolbar of Firm Setup - Proposals
            • General Tab of Firm Setup - Proposals
            • Additional Info Tab of Firm Setup - Proposals
            • Associated Organizations Tab of Firm Setup - Proposals
    • Proposals Configuration Overview
      • Checklist: Setting Up SF254, SF255, and Custom Proposals
      • Procedures
        • Add a Modified Custom Proposals Merge Template
        • Modify a Custom Proposals Merge Template
    • Module Activation Overview
      • Activate Modules
    • About Deltek Ajera CRM Form
  • Ajera CRM Help System
    • Open the Ajera CRM Help System
    • Navigation Tools for the Help System
    • Help Options
  • Data Dictionary
    • Open the Data Dictionary