Set Up User Options

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:

  1. On the Ajera CRM title bar, click Options.
  2. 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).
  3. 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.
  4. 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.
  5. Click OK.
Parent Topic: Procedures