Organization General Setup Form

Use the Organization General Setup form to establish firmwide organization settings for your firm.

Location

To display the form, complete the following step:

From the Ajera CRM Navigation Menu, click Configuration > Organization > General.

Contents

Field	Description
Number of Levels	This field displays the number of levels for the organization. You establish organization levels using Utilities > Key Formats > Organizations. You can use a maximum of five levels.
Delimiter	This field displays the delimiter used with organizations. You establish delimiters using Utilities > Key Formats > Organizations. A delimiter must be a special character, not 0 to 9, A to Z, or |.
Length	This column displays the length of each level, with a maximum of 16. You establish level lengths using Utilities > Key Formats > Organizations .
Singular Label	Enter a descriptive singular label for this level, using up to 16 characters of free text. For example, Office. You can give each level a reference name of your choice. The defaults are Organization Level 1, Organization Level 2, and so on. For example, in a one-level structure, you can label the level "Office." In a three-level structure, you might choose the following labels: Level Label 1 Region 2 Office 3 Department
Plural Label	Enter a descriptive plural label for this level, using up to 16 characters of free text. For example, Offices.

Toolbar Options

Field	Description
Save	Click this option to save your changes.
Help	Click this option to view online help for Organization Setup.