Add Info Center Sections to Custom Proposals

After you create a custom proposal, add Info Center sections to it.

This topic applies to custom proposals that use either Adobe InDesign or Microsoft Word merge templates.

Each section of a custom proposal contains records and data from one Info Center. You can create multiple sections, including multiple sections for one Info Center.

To add an Info Center section to a custom proposal, complete the following steps:

1. From the Ajera CRM Navigation menu, click Proposals > Custom Proposal.
2. On the Custom Proposals form toolbar, click Sections.
3. On the toolbar of the grid on the Configure Sections dialog box, click Insert.
4. In the blank row in the grid, enter the information for the custom proposal section. The order in which you enter sections in the grid is the order that the sections appear in a merged custom proposal document. Use the Move Up and Move Down toolbar options on the grid to change the order of the sections.
5. When you finish entering the section information, click Close. The sections that you created are saved. Each displays as a tab on the Custom Proposals form.

You can now add the Info Center records for a custom proposal section on the Info Center section tab on the Custom Proposals form.