Add Graphics to an SF330

You can add graphics to your SF330 proposals. If a graphic file is connected to a project record on the project's Files tab in the Projects Info Center, you can select the graphics file and add it to Part 1, Section F, Block 24 of an SF330 proposal.

Prerequisites: If you add graphics to a SF330 proposal, you must modify the merge template to Add Graphics Placeholders to SF330 Merge Templates for each graphic. A graphics placeholder is a code that specifies the graphic's dimensions and its location on the page. You may want to put a different number of graphics into one proposal than you put into another proposal. If so, you do not need to change the merge template each time. Unused placeholders are deleted when you run the Ajera CRM graphics macro.

To add a graphics file, complete the following steps:

1. From the Ajera CRM Navigation menu, click Proposals > SF330 Proposals.
2. On the SF330 form, select Select Graphics in the drop-down list in Part 1, Section F, Block 24.
3. On the Graphics dialog box, click the graphics file(s) to use, then click the Right -> button to move the selected graphics files from the Available column to the Selected column.
4. Use the Up and Down buttons to specify the sequence of the graphics files for the proposal.
5. Click Close and then click Save.