Adding Custom Fields, Grids, and Tabs

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 (Configuration > General > User Defined Components) 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 Configuration > General > User Defined Components) 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 Configuration > General > User Defined Components) 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 Configuration Overview > General Configuration Overview > User Defined Components Overview.