Fields and Options

Use the screens for the key conversion utilities to convert existing codes and names.

Related topics:

  • Key Convert Accounts Form
    Use the Key Convert Accounts form to change one or more account numbers throughout Ajera CRM.
  • Key Convert Clients Form
    Use the Key Convert Clients form to merge existing duplicate client records.
  • Key Convert Contacts Form
    Use the Key Convert Contacts form to merge existing duplicate contact records.
  • Key Convert Employees Form
    Use the Key Convert Employees form to change one or more employee numbers throughout Ajera CRM.
  • Key Convert Projects Form
    Use the Key Convert Projects form to change one or more project numbers throughout Ajera CRM or to combine (close out) project data into a single project.
  • Enable Phases/Tasks Form
    Use the Enable Phases/Tasks form to enable phases on a project with no phases, and to enable tasks on a phase with no tasks.
  • Disable Phases/Tasks Form
    Use the Disable Phases/Tasks form to disable tasks on a phase and phases on a project.
  • Key Convert Phases Form
    Use the Key Convert Phases form to change, move, or combine phase number data in Ajera CRM.
  • Key Convert Tasks Form
    Use the Key Convert Tasks form to change, move, or combine task number data in Ajera CRM.
  • Key Convert Projects' Organization Form
    Use the Key Convert Projects' Organization form to change one or more organization codes for projects, phases, or tasks, throughout Ajera CRM.
  • Key Convert Units Form
    Use the Key Convert Units form to change one or more unit numbers throughout Ajera CRM.
  • Key Convert Vendors Form
    Use the Key Convert Vendors form to change one or more vendor codes throughout Ajera CRM.
Parent Topic: Key Conversions Overview