Advanced Utilities Overview

The advanced utilities give you control over tasks such as batch deletions, search and replace, and data import.

Related topics:

  • Data Import Utility
    Use the Data Import utility to bring records from outside sources into the Ajera CRM database.
  • Batch Deletes Utility
    Use the Batch Deletes utility to delete multiple Info Center records, both standard and user-defined.
  • Search and Replace Utility
    The Search and Replace utility makes it possible for you to update fields globally for multiple Info Center records.
  • GovWin IQ Web Service Utility
    Use the GovWin IQ Web Service utility to configure the connection between Ajera CRM and GovWin IQ .
  • Create Client from Vendor Utility
    The Create Client from Vendor utility configures Vendor Info Center records for automatic conversion into records for the Client Info Center. This is useful if you want to merge data in the two Info Centers.
  • Configuration Audit Purge Utility
    Use the Configuration Audit Purge utility to remove data from configuration log records. The purged areas are Roles, Users, Screen Designer Security, and Exchange Rates.
Parent Topic: Utilities Overview