When you are new to
Ajera CRM, it is a good idea to become familiar with the terminology, icons, and toolbar options that you see throughout the application.
Related topics:
Ajera CRM Terminology
If you are new to
Ajera CRM, you may find it helpful to become familiar with the terms that are used throughout the
Ajera CRM application and documentation.
System-wide Icons
Use standard icons in
Ajera CRM for common tasks such as searching for records or selecting dates.
Ajera CRM Toolbar
Certain options are always available in the toolbar at the top of the screen wherever you are in
Ajera CRM.
User Options
You can personalize some aspects of
Ajera CRM, such as your display settings and startup options.
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.
Procedures
Icons, toolbar options, and user options help you navigate
Ajera CRM.
