Lookup, Dashboard, and Info Center Grid View Options

You can configure Lookups, Dashboards, and Info Center grid views.

The Lookup settings that you select determine how Ajera CRM retrieves and displays records. You use Lookups to locate a record or group of records that share a specific type of data (for example, all of your contacts that live in a particular state). You can also use a lookup to find a single record, such as an employee, with a specific employee number.

Lookups are available whenever displays in the upper-right corner of a field.

Use the Info Center Grid View feature to view records in a grid format. The Grid View Settings determine how Ajera CRM retrieves records and displays them in a grid. Another grid view option, set at the individual level, allows you to control how grids appear on your screen.