Screens
Use the dialog boxes to create templates and build presentations.
Related Topics
- Create Template Dialog Box
Use the Create Template dialog box to begin creating a template that will be merged with Ajera CRM data to create PowerPoint presentations. - Deltek
Ajera CRM Merge Codes Dialog
Use the Deltek Ajera CRM Merge Codes dialog box to select Ajera CRM tables and fields for an Info Center to include in the presentation template. - Merge Presentation Dialog Box
Use the Merge Presentation dialog box to insert the actual data from Ajera CRM for each field that you inserted into your presentation template.
Parent Topic: Microsoft PowerPoint Integration Overview