Advanced Utilities Overview
The advanced utilities give you control over tasks such as batch deletions, search and replace, and data import.
Related Topics
- Data Import Utility
Use the Data Import utility to bring records from outside sources into the Ajera CRM database. - Batch Deletes Utility
Use the Batch Deletes utility to delete multiple Info Center records, both standard and user-defined. - Search and Replace Utility
The Search and Replace utility makes it possible for you to update fields globally for multiple Info Center records. - GovWin IQ Web Service Utility
Use the GovWin IQ Web Service utility to configure the connection between Ajera CRM and GovWin IQ through the GovWin IQ Web service. The client ID and client secret that you enter on this form are also required if you want to import opportunities using GovWin IQ integration with iAccess. After you configure the connection, you can use either this utility or iAccess to import opportunity data from GovWin IQ into the Opportunity Info Center in Ajera CRM - Create
Client from
Vendor Utility
The Create Client from Vendor utility configures Vendor Info Center records for automatic conversion into records for the Client Info Center. This is useful if you want to merge data in the two Info Centers. - Generate Configuration Package Utility
Use the Generate Configuration Package utility to generate Connect for Microsoft Outlook configuration packages. Configuration packages are XML files that contain information about how Connect for Microsoft Outlook Edition is configured. - Configuration Audit Purge Utility
Use the Configuration Audit Purge utility to remove data from configuration log records. The purged areas are Roles, Users, Screen Designer Security, and Exchange Rates.
Parent Topic: Utilities Overview