Select Team Dialog Box

Use this dialog box to add project team members (employees) to a Project Info Center section of a custom proposal.

Possible team members are the associated employees who are entered in the Employee grid on the Team tab in theProject Info Center for a project.

The Select Team dialog box applies when you use either an Adobe InDesign or Microsoft Word merge template for the project section.

You select team members on this dialog box only if you also added a merge code for associated employees, a proposal team, and employee data in the merge template that you created for the project section of a custom proposal. In the merge template, if you selected the option to include all associated employees (instead of Proposal Team), then you do not need to select employees on this dialog box.

Location

To display the dialog box, complete the following steps:

1. From the Ajera CRM Navigation menu, click Proposals > Custom Proposal.
2. On the Custom Proposal form toolbar, click Sections, and set up a section for the Project Info Center. After you set up and save a section for the Project Info Center, a tab for it displays on the Custom Proposal form.
3. Open the tab, and click Team on the project grid toolbar.

Contents

Field	Description
Name and Title	After you click the Search button on this dialog box and select team members on the Employee Lookup dialog box, the employee name and title for each team member that you selected displays in the list on the Select Team dialog box.
Move Up	To move a team member name up in the list, click the team member's name, and then click this button to move it up one row. The order that the team members are displayed in the list is the order that they will display in a merged custom proposal.
Move Down	To move a team member down in the list, click the team member's name, and then click this button to move it down one row. The order that the team members are displayed in the list is the order that they will display in a merged custom proposal.
Remove	To remove a team member from the list, click the team member's name, and then click this button.
Search	Click this button to open the Employee Lookup dialog box and the select team members to include in the custom proposal section for a project. The list of employees on this dialog box includes only the employees that are currently entered as associated employees in the Employee grid on the Team tab in the Project Info Center for a project.
OK	Click this button to close this dialog box and apply any changes that you made since you opened it.
Cancel	Click this button to close this dialog box and cancel any changes that you made since you opened it.
Help	Click this button to open the help topic for this dialog box.