Start Ajera CRM and Log In

When you start Ajera CRM, you log in and then select an application.

To start Ajera CRM and log in, complete the following steps:

  1. Click the Ajera CRM icon on your desktop or go to your firm’s designated Ajera CRM site on the Internet (or your firm’s Intranet).
  2. On the Login dialog box, enter your Ajera CRM ID in the User ID field and enter your Ajera CRM password in the Password field.
  3. From the drop-down list for the Database field, select a database.
  4. Optional. On the User Options dialog box, you can specify the application that you want to display automatically when you log on to Ajera CRM; select Do not load startup application to bypass this choice and go to the welcome page instead.
  5. Click the Log In button. The Period Selection dialog box displays, unless you previously enabled the Automatically default to current period at startup option.
  6. Click OK. The Navigation menu displays. Your startup application also displays, unless you chose Do not load startup application.
  7. Use the Navigation menu to select an application or use the toolbar to open the Dashboard.
Parent Topic: Procedures