General System Settings Overview

Use General System Settings to define overall features of your Ajera CRM implementation, such as email preferences, automatic numbering, and audit trail reporting.

Related Topics

Lookup, Dashboard, and Info Center Grid View Options
You can configure Lookups, Dashboards, and Info Center grid views.
Audit Trail Reporting
Use the Audit Trail Reporting feature to keep track of changes made to your Info Center and Configuration records. Audit trails are triggered when users perform update, delete, and insert actions. Auditing also applies to Info Center user-defined components
Process Server Options
A process queue is a named waiting list to which you can submit Ajera CRM functions or processes. When the system administrator starts the process server on a workstation running Ajera CRM, a process queue is assigned to the process server. Processes "waiting" in the queue are then run, in the order scheduled, by the process server.
Auto Numbering Overview
Ajera CRM includes an automatic numbering feature that automatically generates an identification number for new records created in many Info Centers and User-Defined Components.
Procedures
In General System Settings, you establish system-wide defaults for automatic numbering, audit trail reporting, text editor fonts, and so on.
Screens
You establish general system settings in General Configuration.

Parent Topic: General Configuration Overview