Ajera CRM Terminology

If you are new to Ajera CRM, you may find it helpful to become familiar with the terms that are used throughout the Ajera CRM application and documentation.

• Navigation Menu — The Navigation Menu is located on the left side of the screen. It provides access to all of the applications except for the Dashboard, which you access on the toolbar at the top of the Ajera CRM screen. When you click a Navigation menu option, a sub-menu displays. When you click a sub-menu option, the selected application opens on the right side of the screen.
• Toolbars — Toolbars are located at the top of each application record or form and at the top of each grid table in the Ajera CRM application. Toolbars make it possible for you to perform various functions on the application record, form, or grid table, such as creating, saving, deleting, or printing a record. Toolbar options vary from application to application and from grid to grid. The Ajera CRM toolbar, located at the top of the Ajera CRM screen, provides one-click access to various system-wide features.
• Records — A record is a collection of data pertaining to an individual item (such as a project, employee, or client). Information about the record is collected on various forms. For example, each project is a record that contains data from the General, Team, and other tabs in the Project Info Center. You can modify, copy, or delete an existing record. You can add new records at any time. You create and maintain records in the Info Center.
• Tabs — Ajera CRM applications are organized in a tabular format. The tabs in an application may contain fields and/or grids on which you enter or modify information.
• Dialog Boxes — Dialog boxes display as pop-up windows in the Ajera CRM application. Dialog boxes may contain fields and grids for entering information. Dialog boxes display when you click certain Navigation menu options as well as certain toolbar and field-level icons.
• Fields — Fields display on tabs and dialog boxes. Use fields to enter and maintain data for a record or transaction. Some fields are display-only; you cannot enter or edit data in these fields. These fields are grayed out on your screen.
• Grids — Grids display on tabs and dialog boxes. A grid is essentially a collection of fields arranged using columns and rows. Use grids to enter, maintain, and view data for a record or transaction. Grids make it easy for you to sort and organize data. You can sort data in most grids by clicking a grid column heading to establish a sort order (ascending or descending). Click the column heading again to reverse the sort order.
• Options — Options are selections or choices that appear on a menu or form. Options usually display in drop-down lists.
• Configuration — In addition to standard system setup options, Ajera CRM offers a variety of ways for you to change the look and feel of Ajera CRM, such as renaming tabs and labels, adding new tabs, and reformatting your Dashboard. See the Configuration section of the help to learn more.