Buttons on the Display Settings Dialog Box
Use buttons on the Display Settings dialog box to save settings for use in future Ajera CRM sessions. All of the tabs of the dialog box have the same buttons at the bottom of the tab.
Button | Description |
---|---|
Organize | If you open this dialog box immediately after you select a value from the
Settings drop-down list on the Display Settings dialog box, the description for the selected value displays. If you’ve changed any control settings, the description is blank. Complete one of the following actions:
The description is added to the drop-down list. |
Default | Click this button to return to the default settings for the dialog box. |
Save | Click this button to save your changes and close the dialog box. If you are saving a new setting under an existing name,
Ajera CRM asks you to confirm the save:
|
Rename | Click this button to enter a new name for the display setting. This saves the current settings under the entered or selected name. The description is added to the drop-down list. |
Delete | Click this button to remove the set of saved settings. |
Close | Click this button to close the dialog box without saving changes. |
Help | Click this button to view online help. |