254 Preferences Form

Use the 254 Preferences form to specify the layout and font for each section of an SF254 proposal.

Location

To display the form, complete the following steps:

1. From the Ajera CRM Navigation menu, click Proposals > SF254 Proposals.
2. On the toolbar, click Edit and select Preferences.

Contents

Field	Description
Default 254 Template	Select the set of merge templates to use for this SF254 proposal. This list shows all of the merge templates added in the SF254 Template Editor. The SF254 Proposals application is installed with a default template set.
Include Owner Contact Name & Phone Number	Select this option to put the owner contact's name and telephone number into Block 11 of the 254 proposal.
Completion Date Format	Select the format for showing completion dates in Block 11: month/day/year, day/month/year, or year only.
Calculate Total Personnel (7a)	If you select this check box, Ajera CRM enters into Block 7a of the SF254 the total number of employees in the Linked Employees field on the Additional Info tab of Configuration > Organization > Firm Setup-Proposals, for each of the Proposal Firm records that is selected for Block 7. If this check box is cleared, Ajera CRM enters into Block 7a of the SF254 the data that is in the Total Personnel field on the Additional Info tab of Configuration > Organization > Firm Setup-Proposals. Ajera CRM does not calculate the data that is in the Total Personnel field.
Font	Click this button to open the Preferred Font dialog box. Use this dialog box to change the font used in the proposal. The current font settings are shown to the left of the Font button.
Font Name	This field shows the name of the font that is currently selected. To change the selection, click the Font button.
Font Size	This field shows the point size of the font that is currently selected. To change the selection, click the Font button.