Select the employees to combine or change.
| Field | Description |
|---|
| Combine Existing Employees
|
Select this option if you want to consolidate existing employees.
Ajera CRM allows you to enter an existing employee number in the
New Employee field.
When you combine records that contain one or more attached documents, all documents from both records are attached to the new record.
|
| Employee
|
Select the employee numbers that you want to change by performing one of the following actions:
- Click
Insert to insert a new row in which you can use the Employee lookup to select one employee number.
- Click
Lookup/Insert to display the Employee lookup, where you can select one, more than one, or all employee numbers.
|
| Name
|
This field displays the name of the employee. Click this field to go to the Employee Info Center, where you can modify employee data.
|
| New Employee
|
Enter a new employee number. Or, if you selected the
Combine Existing Employees option, enter an existing employee number.
|
