External Merge Codes for SF254 and SF255 Proposals

The [External:] merge code is the equivalent of the Begin code in the Custom Proposals part of Ajera CRM.

  • You use the external merge code only on modified SF254/255 merge templates. It shows that data comes directly from an Info Center and not through a BLOB code.
  • It must be the first merge code at the location where you replace a BLOB code.
  • It is shown only once on a merge template.
  • It must have a separate [End] code, after all substituted merge codes, and before the next BLOB code that is not replaced on that merge template.

Related topics:

  • BLOB Codes for SF254 and SF255 Proposals
    BLOB is an acronym for Binary Large OBject. A BLOB code gets a set of data from a database.
  • BLOB Codes for Modified 254 and 255 Merge Templates
    Ajera CRM SF254 and SF255 Proposals are each installed with a set each of default merge templates. Merge templates are Rich Text File (.rtf) documents. They have BLOB codes that get data from the Ajera CRM database and insert it into the proposal.
  • Project Merge Codes for SF254 and SF255 Proposals
    Non-standard project merge codes are available for SF254 and SF255 proposals. You can replace BLOB codes on the Projects and Federal pages of a SF255 proposal, or Block 11 of an SF254 proposal.
  • Graphics Placeholders for SF255 Merge Templates
    To add graphics to a SF255 proposal, you must enter graphics placeholders into the merge template you plan to use. To insert a placeholder, enter it in the template at the location for the graphic in the completed proposal.
  • Variables for SF330 and SF255 Graphics Placeholders
    You can change the variables in an graphics placeholder to control the graphic's placement and dimensions.
  • Employee Merge Codes for SF255 Proposals
    Employee merge codes are available for SF255 proposals. Use these merge codes to replace BLOB codes on an SF255 Employees merge template. These merge codes work only in modified 255 merge templates that you make from an Employees merge template in the default SF255 merge template set.
  • Consultant Merge Codes for SF255 Proposals
    Consultant merge codes are available for SF255 proposals. Use these merge codes to replace BLOB codes on an SF255 Consultants merge template. These merge codes work only in modified 255 merge templates that you make from a Consultants merge template in the default SF255 merge template set.
Parent Topic: SF254 Proposals Overview
Parent Topic: SF255 Proposals Overview