Select Number Format Dialog Box

Use the Select Number Format dialog box to specify how the completed proposal will display numeric and currency data for the merge code. The dialog box options control whether Ajera CRM uses your workstation's regional settings in formatting the data.

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
Standard Format	Select this option if you want the completed proposal to show the currency or numeric data with no additional formatting: The number of decimal places is as specified for that field in the database. No digit grouping is used.
Currency/Number Format	Select this option if you want the completed proposal to show numeric or currency data with the thousands separator and digit grouping displayed in the sample Currency field of your workstation's Regional Settings screen. The merge code macro does not place the currency symbol in the template before the merge code. You must include the currency code when you create separate merge template sets for each currency.
Currency with Decimals	Select this option if you want the completed proposal to show the data in the Currency format specified on your workstation's Regional Settings screen. The Microsoft Office Word dialog box opens. Specify the number of decimal places. The data is entered in the merge template with the number of decimal places that you specify, and no currency symbol. You must create separate merge template sets for each currency.
Decimal Format	Select this option if you want the completed proposal to show the data in the Number format specified on your workstation's Regional Settings screen. The Microsoft Office Word dialog box opens. Specify the number of decimal places. The data is entered in the merge template with the number of decimal places that you specify.