Ajera CRM uses key terms in its default labels that are in common use among Deltek customers. Those same labels are used in
iAccess. However, you can replace the default labels with those that are used in your firm (for example, replace the default "Vendor" with "Subcontractor").
This option enables you to easily modify
Ajera CRM and
iAccess to use key terms that are in use in your firm and familiar to your employees.
Use the Labels tab on the General System Settings tab in
Ajera CRM () to substitute your own labels for the default labels.
Note: When you substitute a different label for one of the default labels, that label is changed wherever it appears in both
Ajera CRM and
iAccess.
iAccess Company System Labels
The
iAccess Company and
iAccess Companies system labels are only used in
iAccess. They are intended as general labels that encompass all
companies that you track as part of your business development efforts:
clients, vendors,
subconsultants, competitors, government agencies, and so on. These labels appear throughout
iAccess. By default, the labels are
Company and
Companies but you can change them if you want to use different terms.
Custom Labels and
iAccess Help
If you substitute your own custom label for a default label, your custom label displays in place of the default label throughout
iAccess and
Ajera CRM. It will not, however, appear in the
iAccess or
Ajera CRM online help. The online help only uses the default labels.
For More Information
For more information about changing system labels, display the
Ajera CRM online help and, in the Contents pane, go to
.