Configuration: General

Use the General area of the Configuration workspace to activate your Deltek CRM modules, define your organization structure (if you use organizations), and specify a variety of other configuration settings.

Be aware that changes to configuration settings do not immediately affect users who are logged on at the time the change is made, including the person who makes the changes. The changes only take effect for those users after they log out of Deltek CRM and then log back in.

Related topics:

  • How to...
    In the General area of the Configuration workspace, you can activate your Deltek CRM modules, define your organization structure (if you use organizations), and specify a variety of other configuration settings.
  • Fields and Options
    Use the tabs in the General area of the Configuration workspace to activate your Deltek CRM modules, define your organization structure (if you use organizations), and specify a variety of other configuration settings.
  • Learn More About...
    These help topics provide information about key concepts and components to help you use the General area of the Configuration workspace to configure Deltek CRM optimally for your firm.
Parent Topic: Configuration Workspace