Changing Default Number Formats
If you decide to change the default structure of certain numbers or codes in Ajera CRM, use the Key Format utility to make these changes. You can change the length of the code, specify a delimiter, and specify a delimiter position.
Select to use the utility.
The changes you make with the Key Formats utility apply to all of the data in your database. Ajera CRM changes the number format in the current, future, and prior periods.
Deltek strongly recommends that you back up your database before you change any key format. You cannot undo key format changes.
Use the Key Formats utility to change the following numbers and codes:
- Accounts
- Clients
- Employees
- Projects
- Phases
- Tasks
- Units
- Organizations
- Vendors