General System Settings Form
Use the General System Settings form to establish Ajera CRM settings used across your company, such as automatic numbering and audit trail options.
Related topics:
- Display the General System Settings Form
You display the General System Settings from in General Configuration. - Lookups Tab of General System Settings Form
Use the Lookups tab to configure lookups, dashboards, and Info Center grid views. - Email Tab of General System Settings Form
Use the Email tab to configure system-wide email options. Identify your company’s email servers and passwords so that Ajera CRM can send email messages for alerts or errors. - Servers Tab of General System Settings Form
Use the Servers tab to configure process queues and application servers. - Labels Tab of General System Settings Form
Use the Labels tab to rename key fields to reflect the terminology used in your industry or firm. Ajera CRM then uses the new names on forms, fields, reports, and so on. - Numbering Tab of General System Settings Form
Use the Numbering tab of General System Settings to view the current formats for your firm's record identification numbers, and to set up auto numbering for records. - Audit Trail Tab of General System Settings Form
Use the Audit Trail tab to enable and set up the Audit Trail feature. - Miscellaneous Tab of General System Settings Form
Use the Miscellaneous tab of General System Settings to enter various system-wide Ajera CRM settings, including enabling workflow logs and instant messaging, setting polling intervals for alerts, and setting the default font for the Text Editor. - Azure Active Directory Tab of General System Settings Form
Use this tab to enter settings that will interface with Microsoft Azure Active Directory (Azure AD) to provide single sign-on for the Ajera CRM cloud offering, Deltek Ajera CRM in the Cloud, or on-premise Ajera CRM.
Parent Topic: Fields and Options