Merge Code Toolbar in Microsoft Word

Use the Merge Code toolbar in Microsoft Word to add merge codes to a merge template for Ajera CRM custom proposals.

Merge codes determine the fields whose data you want to include in a proposal and some formatting for the data. You can also use the graphics buttons to place selected graphics in custom proposals and SF255 proposals.

Formatting Options

In general, Ajera CRM merges data in the format in which the data was entered into the database. The merge code macro toolbar provides additional formatting options for the following types of merge codes:

  • Select Separator Format
  • Select Date Format
  • Select State/Province Format
  • Select Number Format
  • Select Date Format
  • Select Custom Field Format

When you select a merge code of any of these types, the macro toolbar displays a formatting dialog box. You use the fields on the dialog box to specify the format to apply to the merged data in the completed custom proposal.

Parent Topic: Custom Proposals that Use Microsoft Word Merge Templates

Location

After you install the macro toolbar on your workstation and open Microsoft Word, the merge code toolbar is in the toolbar area of Microsoft Word. In Microsoft Word 2007, click Add-ins to display the macro toolbar icons.

The Ajera CRM Release Notes list any new merge codes in each release. To access the new merge codes in a Ajera CRM software release, you must install the new software, navigate to Utilities > Download Merge Macro, download the DeltekWordMacro.dot, and save it as your new DeltekWordMacro.dot.

Always use the macro toolbar to insert a merge code. Typing in a merge code causes damage to it, and it may not merge correctly.

Contents

Field Description
Select Ajera CRM Info Center Dialog Box Click this button to open the Select Ajera CRM Info Center dialog box. Then open a dialog box listing all the merge codes available for that Info Center.
Ajera CRM Graphics

Use this button to retrieve and place one or more selected graphics in the custom or 255 proposals merge file without a frame. This feature is useful if the graphic placeholders have been placed within a table. The graphic's picture text wrapping style will be in line with the text.

Ajera CRM Framed Graphic

Use this button to retrieve and place one or more selected graphics into the custom or 255 proposals merge file within a frame. This feature is useful for moving the graphic around within the text. The graphic's picture text wrapping style is Square.