Create a Client from Your Desktop

You can use Ajera CRM Desktop Integration to create and save a new Ajera CRM client from your Windows® desktop.

To create a client from your Windows desktop, complete the following steps:

1. Right-click the Deltek Ajera CRM Quick Launch icon () in your system tray or click Deltek Ajera CRM on the toolbar of the Add-Ins tab in Outlook.
2. Select Create Client.
3. Complete the fields on the Deltek Ajera CRM - Create Client dialog box. This dialog box reflects Ajera CRM's standard, system-defined fields and labels. No custom fields display.
4. Click Save and Close or Save and New.