Select the units to combine or change.
| Field | Description |
|---|
| Combine Existing Units
|
Select this option if you want to consolidate existing units.
Ajera CRM allows you to enter an existing unit number in the
New Unit field.
|
| Unit
|
Select the units 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 Unit lookup to select one unit.
- Click
Lookup/Insert to display the Unit lookup, where you can select one, more than one, or all units.
|
| Name
|
This field displays the name of the unit.
The same unit number can have different names in different tables. When you use Quick Find to fill this field, the name that displays is the name from the first table found that contains the unit. Therefore, if the unit is in the default table,
Ajera CRM displays the name associated with the unit in that table.
Click this field to go to the Unit Info Center, where you can modify unit data.
|
| New Unit
|
You can enter a new unit number. If you selected the
Combine Existing Units option, enter an existing unit number.
|
