Select State/Province Format Dialog Box

Use the Select State/Province Format dialog box to specify how the completed proposal displays data from state and province fields.

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. The Info Center's Select Merge Codes dialog box displays.
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 and click OK to insert the field in the merge template. If the merge code is for a state or province field, the Select State/Province Format dialog box displays.

Contents

Field	Description
Standard Format	Select this option if you want the completed proposal to show the state or province name without additional formatting.
With Preceding Separator/Title	Select this option to include preceding text that displays only if there is data in the state field. For example, if you are inserting the city and state separated by a comma and space, then you want only the comma and space to display in the document if the record has a state associated with it. Otherwise, you would have the city and the comma and nothing else. The Separator/Title dialog box opens. Enter the preceding separator and click OK.
Full Name Format	Select this option if you want the completed proposal to show the state or province's full name; for example, Commonwealth of Massachusetts.
Full Name With Preceding Separator/Title	Select this option to include preceding text that displays only if there is data in the state field. The Separator/Title dialog box opens. Enter the preceding separator and click OK.