Welcome to the Deltek Ajera CRM Help System

The Deltek Ajera CRM help system provides help for all areas of the application. You launch the help system from links in Ajera CRM. Each section of the help contains all of the help topics for one application, such as the Info Center or Reporting.

The help system provides the following types of topics:

Topic Type Purpose
Procedures Procedure topics provide step-by-step instructions for completing tasks.
Field Descriptions At the form and dialog box level, reference topics contain tables of field descriptions. These topics describe data entry requirements for each field and the effects of each option.
Concepts Concept topics explain the underlying concepts that drive Ajera CRM's various business processes.
Checklists Checklist topics provide lists of procedures that you must perform sequentially to complete complex processing functions.
Overviews Overview topics introduce an application, feature, or process.

Related topics:

  • Getting Started
    Understanding the functionality and logic in Ajera CRM will help you get started with performing the tasks that you need to complete.
  • Concepts Overview
    Before you implement and use Ajera CRM, it is important to understand the fundamental principles of the application. The Concepts documentation gives you a basic understanding of the principles behind the transactions, processes, and activities that are vital to the work that you perform in Ajera CRM.
  • Dashboard Overview
    The Dashboard is your opening screen and "portal" into Ajera CRM. Use the Dashboard to create a personalized view of your business world.
  • User Options Overview
    You can establish settings in User Options that apply only to you, such as your startup settings or printer preferences.
  • Text Editor Overview
    Use the Text Editor to modify and format text that you enter in text box fields throughout Ajera CRM and in Ajera CRM Proposals.
  • Schedule Dialog Box
    Use the Schedule dialog box to schedule a process or report to run at a later time.
  • Info Center Overview
    Use the Info Center to manage all of your business-related data. This is where you add new records, edit, copy, or delete records. Use audit trail reports to review changes made to the data records.
  • Calendar and Activities Overview
    A key component of lead follow-up, opportunity tracking, and project management is the ability to schedule activities and link those activities to your client, contact, lead, marketing campaign, employee, opportunity, and project records. Your activities can include phone calls, meetings, tasks, and other important business functions.
  • Proposals Overview
    Use Ajera CRM Proposals to create custom proposals as well as standard SF254, SF255, and SF330 proposals for government contracts.
  • Reporting Overview
    Reporting offers you a wide range of reports that present information about all aspects of your data, including projects, clients, and employees. The reports come with a set of default formatting options, which you may keep or change.
  • Utilities Overview
    Ajera CRM includes a set of utilities, available from the Utilities menu, that perform maintenance, setup, data import and other functions in your Ajera CRM database.
  • Ajera Synchronization with Ajera CRM
    When you use both Ajera and Ajera CRM, you can synchronize contact, client, and project information that is entered in Ajera CRM with Ajera. This eliminates the need to enter data twice, which can reduce data entry errors.
  • Configuration Overview
    Your system administrator uses configuration options to set up Ajera CRM for all users.