If your firm needs to track data other than those included as standard fields in
iAccess, you can define those fields in
Ajera CRM and add them to one of the standard tabs in
iAccess or to a custom tab that your firm has added. You can also add custom grids and tabs to
iAccess.
Custom Fields
You can add custom fields to all tabs in the Opportunities,
Companies, and Contacts areas, with the exception of the Collaboration tab in Opportunities. If you add custom fields to one of the standard tabs, those fields display after the last standard field or grid on the tab.
Use the Custom Fields tab on the User Defined Components form () in
Ajera CRM to define custom fields and add them to an
iAccess tab. In the
Application field at the top of the form, you select the application for which you are adding the field: Opportunities, Clients, Vendors, or Contacts. Custom fields that you add for either the Clients Info Center or the Vendors Info Center can also be added to a tab in the
Companies area in
iAccess.
On the Custom Fields tab, you specify the following for each custom field:
- Ajera CRM tab on which you want the field to display
- Field label
- Database field name
- Data type (Character, Currency, Dropdown, and so on)
- Field attributes (for example, field size, number of decimal places, a list of valid values, whether it is a required field). The attributes vary depending on the data type.
And in the iAccess Tab column of the Custom Fields grid, you select the standard or custom grid in
iAccess tab that you want the field to display on.
Custom Grids
You can add custom grids to all tabs in the Opportunities,
Companies, and Contacts areas, with the exception of the Collaboration tab in Opportunities.
Use the Custom Grids tab on the User Defined Components form
) in
Ajera CRM to define custom grids and add them to an
iAccess tab. In the
Application field at the top of the form, you select the application for which you are adding the grid: Opportunities, Clients, Vendors, or Contacts. Custom grids that you add for either the Clients Info Center or the Vendors Info Center can also be added to a tab in the
Companies area in
iAccess.
On the Custom Grids tab, you specify the following for each custom grid:
- Ajera CRM tab on which you want the grid to display
- Grid caption
- Database table name
- Number of rows
- Grid columns and column attributes
In the iAccess Tab column of the Custom Grids grid, you select the standard or custom grid in iAccess tab that you want the grid to display on.
Custom Tabs
You can add custom tabs in the Opportunities,
Companies, and Contacts areas.
Use the Tabs tab on the User Defined Components form
) in
Ajera CRM to define custom tabs and add them to an
iAccess area. In the
Application field at the top of the form, you select the application for which you are adding the tab: Opportunities, Clients, Vendors, or Contacts. Custom tabs that you add for either Clients or Vendors display in the
Companies area in
iAccess.
On the Tabs tab, you specify the tab name and a tab code for each custom tab. You can also use
Move Up and
Move Down to specify the order, from left to right, in which you want the standard and custom tabs to display.
For More Information
For more information about adding custom fields, grids, and tabs in
Ajera CRM, display the
Ajera CRM online help and, in the Contents pane, go to
.