Help Options
The Help button at the top of the Ajera CRM screen gives you access to the help system and to a number of other ways to get answers to your questions.
When you click
Help,
Ajera CRM displays a drop-down list with the following information.
| Option | Description |
|---|---|
| Contents | Select this option to open the Ajera CRM online help. |
| Help Desk | Select this option to open the Send Email dialog box. Use this dialog box to compose and send a message to a designated Help Desk mailbox. You can send email messages directly to Deltek Customer Care or, if your firm has an internal Help Desk mailbox, to your internal Ajera CRM experts. |
| Learning Portal | This option is only available if the
SaaS/Hosted Instance check box is selected on the General tab of the Weblink utility.
Select this option to go to the learning portal where you can access video resources on using the application. |
| Customer Care Connect | Select this option to go to the Deltek Customer Care Connect site. You must have a username and password to access the site. |
| Knowledge Base | Select this option to go to the Deltek Customer Care Connect site and open the Knowledge Center, which provides solutions and answers for thousands of user-submitted issues and questions. You must have a username and password to access the Customer Care Connect site. |
| Contact Us | Select this option to go to the Deltek Customer Care Connect site, where you can submit a support case or chat with a support analyst. You must have a username and password to access the site. |
| Data Dictionary | Select this option to open the Data Dictionary, which provides information about all of the data tables, columns, and indexes in the Ajera CRM database. |
| About | Select this option to view the application, client and database information, installed components, terms, and system information of Ajera CRM. |
You have two more options for accessing help in Ajera CRM:
- Help Button on the Application Toolbar — Each application form in Ajera CRM has a toolbar. Click the Help button on the toolbar to display a help topic that is specific to the application that is currently open.
- Help Button on a Dialog Box — Most dialog boxes in Ajera CRM provide a Help button. Click this button to display a help topic that is specific to the dialog box that is currently open.