Lookup Report Labels Form

Use the Lookup/Report Labels form of General Configuration to create custom lookup and report labels.

Parent Topic: Lookup and Report Labels Overview

Location

To display the form, complete the following step:

From the Ajera CRM Navigation menu, click Configuration > General > Lookup/Report Labels.

Contents

Field Description
Application Type Select the type of application for which you want to create custom labels. You can select All Application Types or, if you want to limit your list, select one of the other settings from the drop-down list.
Label Type For each application type, you can select [All Types] or, if you want to limit your list, select a corresponding label type.
System Labels Drop-Down Click the drop-down arrow on a grid header to complete any of the following actions:
  • To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer.
  • To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally.
  • To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display.

Not all options are available on all grids.

Application Type This field displays a list of all labels for the application type you selected in the Application Type field.
Type This field displays a list of the labels for the label type you selected in the Label Type field.
Default Label This field displays a list of the default labels for the application and label type that you selected.
New Label Enter the new label. If the label displays on other lookups or reports, Ajera CRM displays a message asking if you want to change all existing default labels to match that label. Click Yes to accept. Ajera CRM changes all matching labels throughout the system, regardless of what Application Type/Label Type currently displays on the form.
Default Report Heading 1/2 This field displays the default report heading. (Default Report Heading 1 is the first or top heading on the report; Default Report Heading 2 is the second or bottom heading on the report.) This field only applies to the Report Columns and Report Groups application types.
New Report Heading 1/2 Enter the new report heading. (Default Report Heading 1 is the first or top heading on the report; Default Report Heading 2 is the second or bottom heading on the report.) This field only applies to the Report Columns and Report Groups application types.
Default Alternate Report Heading 1/2 This field displays the default alternate report heading, if applicable. (Default Report Heading 1 is the first or top heading on the report; Default Report Heading 2 is the second or bottom heading on the report.) This field only applies to the Report Columns and Report Groups application types.
New Alternate Report Heading 1/2 Enter the new alternate report heading. (Default Report Heading 1 is the first or top heading on the report; Default Report Heading 2 is the second or bottom heading on the report.) This field only applies to the Report Columns and Report Groups application types.