Populate a Block from a Text Library

You can populate some proposal form blocks with information stored in a text library. For example, you can use a text library as the source for information in Block 30 on the Section H tab.

To use text library documents in a block, complete the following steps:

1. Click in the block and click Select Text Library.
2. On the Text Library Lookup dialog box, search for the text library that you want to use and then click Select.
3. On the Select Item dialog box, select text library records from the Available column and click the Right -> button to move the records to the Selected column. If you try to put data in a block that already has text, Ajera CRM displays a dialog box that gives you a choice. You can either append new text to the existing text or replace the existing text with the new text.
4. To change the sequence of a text library record, select the record and click the Move Up button or the Move Down button.