• iAccess for Ajera CRM
  • The Basics
    • iAccess Confidence Builder Videos
    • The iAccess Workspace
    • How to...
      • Log In to iAccess
      • Log Out of iAccess
      • Change Your Password
      • Replace a Forgotten Password
      • Retrieve a Forgotten User ID
      • Select a Record to View or Edit
      • Use a Custom Search
      • Edit or Delete a Saved Custom Search
      • Edit a Saved Custom Search and Save It As a New Search
      • Add or Change Opportunities, Companies, and Contacts
      • Work with Grids
      • Save Your Work
      • Connect to GovWin IQ
      • Connect to Kona Business
      • Use Drop-Down Lists and Lookups to Enter Data
      • View Tooltips
      • Set Date and Number Formats
      • Send a Link to a Record to Another User
      • Display Help Topics
      • Display iAccess Version and Database Name
      • Enable or Disable Usage Tracking
      • Use iAccess on a Tablet
    • Fields and Options
      • iAccess Toolbar
      • My Settings Dialog Box
      • Log In Assistance Dialog Box
      • Rename Search Dialog Box
      • Rich Text Editor
    • Learn More About...
      • Required Fields
      • Why Labels in the Help Topics May Not Match Labels in iAccess
  • Dashboard
    • How to...
      • Select Opportunities to Include on the Pipeline Chart
      • Select the Dimension for the Vertical Axis of the Pipeline Chart
      • Select the Time Frame for the Pipeline Chart
    • Fields and Options
      • My Opportunities List
      • My Touchpoints List
      • Pipeline Chart
      • Custom Opportunity Search Dialog Box
  • Opportunities
    • How to...
      • Select an Opportunity
      • Use a Custom Opportunity Search
      • Add an Opportunity
      • Import Opportunities from GovWin IQ
      • Edit an Opportunity
      • Close an Opportunity
      • Reopen a Closed Opportunity
      • Delete an Opportunity
      • Collaborate Using Kona
        • Connect to Kona Business
        • Create a Kona Space for a New Opportunity
        • Associate an Opportunity with a Kona Space
        • Disassociate an Opportunity from a Kona Space
        • Add a Kona Conversation, Task, or Event for an Opportunity
        • View a Conversation, Task, Event, or File for an Opportunity
        • Attach a File to a Kona Conversation, Task, or Event for an Opportunity
        • Go to Kona
      • View and Update Team Members for an Opportunity
      • View and Update Milestones for an Opportunity
      • Add a Touchpoint for an Opportunity
      • View and Update Touchpoints for an Opportunity
      • View and Update Competitors for an Opportunity
      • Download All Opportunities in a .CSV File
    • Fields and Options
      • Opportunities Summary
      • Opportunities Toolbar
      • Add/Edit Opportunity Form
      • Opportunities Overview Tab
      • Opportunities Collaboration Tab
      • Opportunities Team Tab
      • Opportunities Activities Tab
      • Opportunities Competition Tab
      • Add Touchpoint Dialog Box
      • Close Opportunity Dialog Box
      • Create Kona Task Dialog Box
      • Edit Organization Dialog Box
      • GovWin IQ Opportunities Dialog Box
      • Custom Opportunity Search Dialog Box
      • Other Dialog Boxes
        • Edit Business Development Lead Dialog Box
        • Edit Location Dialog Box
        • Edit Marketing Coordinator Dialog Box
        • Edit Organization Dialog Box
        • Edit Proposal Manager Dialog Box
        • Edit Primary Client Dialog Box
        • Edit Project Manager Dialog Box
        • Edit Principal Dialog Box
        • Edit Supervisor Dialog Box
        • Company Information Dialog Box
        • Team Member Information Dialog Box
        • Competitor Information Dialog Box
    • Learn More About...
      • Integration of iAccess with Kona Business
      • Integration of iAccess with GovWin IQ
      • Imported GovWin IQ Opportunity Data
  • Companies
    • How to...
      • Select a Company
      • Use a Custom Company Search
      • Add a Company
      • Edit a Company
      • Delete a Company
      • Add a Touchpoint for a Company
      • View and Update Touchpoints for a Company
      • View and Update Associations for a Company
      • View and Update Contacts for a Company
      • View and Update Team Members for a Company
    • Fields and Options
      • Companies Summary
      • Companies Toolbar
      • Add/Edit Company Form
      • Companies Overview Tab
      • Companies Touchpoints Tab
      • Companies Associations Tab
      • Companies Contacts Tab
      • Companies Team Tab
      • Add Touchpoint Dialog Box
      • Create Kona Task Dialog Box
      • Custom Company Search Dialog Box
      • Other Dialog Boxes
        • Edit Employees Dialog Box
        • Edit Annual Revenue Dialog Box
        • Edit Location Dialog Box
        • Edit Website Dialog Box
        • Edit Aliases Dialog Box
        • Edit Specialty Dialog Box
        • Edit Socioeconomic Status Dialog Box
        • Contact Information Dialog Box
        • Team Member Information Dialog Box
    • Learn More About...
      • Clients and Vendors and Companies
  • Contacts
    • How to...
      • Select a Contact
      • Use a Custom Contact Search
      • Add an Individual Contact
      • Edit a Contact
      • Delete a Contact
      • Add a Touchpoint for a Contact
      • View and Update Touchpoints for a Contact
      • View and Update Associations for a Contact
      • View and Update Team Members for a Contact
    • Fields and Options
      • Contacts Summary
      • Contacts Toolbar
      • Add/Edit Contact Form
      • Contacts Overview Tab
      • Contacts Touchpoints Tab
      • Contacts Associations Tab
      • Contacts Team Tab
      • Add Touchpoint Dialog Box
      • Create Kona Task Dialog Box
      • Custom Contact Search Dialog Box
      • Other Dialog Boxes
        • Contact Information Dialog Box
        • Edit Location Dialog Box
  • Reporting
    • How to...
      • Select a Standard Report
      • Select a Saved Report
      • Select Records for a Report
      • Clear Report Filters
      • Group Report Rows
      • Select Columns for a Report
      • Change the Order of Report Columns
      • Sort the Report Rows
      • Save a Report
      • Change a Saved Report
      • Delete a Saved Report
      • Download a Report in a .CSV File
    • Reports and Report Options
      • Opportunities Report
      • Companies Report
      • Contacts Report
      • Report Options
      • Report Settings Dialog Box
      • Custom Company Search Dialog Box
      • Custom Contact Search Dialog Box
      • Custom Opportunity Search Dialog Box
      • Save Report Dialog Box
  • Configuration and Administration
    • Setting Up Employees
    • Clients and Vendors and Companies
    • Security and User Access
    • Setting Up Access to iAccess
    • Integration of iAccess with Kona Business
    • Set Up Integration with Kona Business
    • Integration of iAccess with GovWin IQ
    • Set Up Integration with GovWin IQ
    • Changing System Labels
    • Specifying Values for Drop-Down Selection Lists
    • Adding Custom Fields, Grids, and Tabs
    • Screen Designer Modifications
    • Autonumbering of Opportunities and Companies
    • Activities in Ajera CRM and in iAccess