Create a New Unit Table

Use the Unit Info Center to create new unit tables.

If Ajera CRM detects possible duplicate records during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record.

To create a new unit table, complete the following steps:

1. From the Ajera CRM Navigation menu, click Info Center > Units.
2. Click New and select New Unit Table to open a new unit table record.
3. In the Unit Table field, enter the name for the new unit table.
4. Use the Units form or the Units dialog box to insert the units associated with the unit table.
5. Click Save.