Add Online Help with the Screen Designer

You can create company-specific online help for your screens. To display this custom help, a user clicks on a help icon that you position on the screen. You can format the online help text and insert hyperlinks to other help topics. On any screen, you can add as many Help Text icons as you like.

You can use an icon to supply users with links to other documents and Web pages. For example, for a field that requires a company-specific code, place an icon next to that field. When the user clicks the icon, the help text that displays contains a link to the list of codes.

To add an icon and online help text, complete the following steps:

1. Display the screen (form) that contains fields that you want to customize and click the Screen Designer icon at the bottom right of the screen.
2. On the Screen Designer form, click New Help Text. Ajera CRM places a Help icon in the upper left part of the tab.
3. Drag the icon to the location that you want. Place the icon next to a field, where users can click it to get information for that field, or place the icon in a neutral part of the screen, where users can get more information about the entire screen.
4. In the Help Text field on the Properties panel, enter the help message.
5. To format the text with the Text Editor, click the ... button in the Help Text field.
6. Optional. Click New Label and specify a label such as "Click here for a list of codes" to display beside the icon.
7. Click OK.