When you configure
Ajera CRM, you establish settings that apply only to you. These settings are stored under your username.
To set up User Options, complete the following steps:
-
On the
Ajera CRM title bar, click
Options.
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Complete the fields on the General, Startup, Reporting, Activity, and Misc tabs.
Use the
Startup Application options on the Startup tab to specify what you see when you start
Ajera CRM — a blank page, your Dashboard, or an application in
Ajera CRM (which you select).
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Optional. Click the
Display Settings button on the General tab to open the Display Settings dialog box and set user interface settings such as the colors used on forms and menus.
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Optional. Click the
Change Password button on any tab to open the Change Password dialog box and enter a new password for your
Ajera CRM user account.
-
Click
OK.