Select Date Format Dialog Box

Use the Select Date Format dialog box to specify how the completed proposal displays data from date fields. Use options on this dialog box to specify whether or not Ajera CRM uses your workstation's regional settings in formatting the data.

Parent Topic: Screens

Location

To display the dialog box, complete the following steps:

  1. Open Microsoft Word. The toolbar displays in the Custom Toolbars area of Word 2007/2010/2013 when you click Add-Ins on the menu bar/ribbon.
  2. Click the Ajera CRM Field button on the Merge Code Toolbar.
  3. On the dialog box, select an Info Center.
  4. In the left-hand pane of the Info Center's Select Merge Codes dialog box, select the merge code.   If the field is in a grid, select the appropriate group code from the drop-down list in the right-hand pane, then select the field in the right-hand pane. If the merge code is for a numeric or currency field, the Select Number Format dialog box displays.

Contents

Field Description
Short Date Select this option if you want the completed proposal to show the date in the format of the Short Date on your workstation's Regional Settings screen.
Medium Date Select this option if you want the completed proposal to show the date in the format of the Long Date on your workstation's Regional Settings screen, but without the weekday.
Long Date Select this option if you want the completed proposal to show the date in the format of the Long Date on your workstation's Regional Settings screen.