| Field | Description |
|---|
| Print Firm Name
|
Select this check box to display your firm’s name on the estimate. By default,
Ajera CRM uses the firm name on the General tab of the General Company Settings form in Configuration. However, you can enter a different firm name for this report in
Firm Name on the Misc tab.
Do not select this option if you print estimates on letterhead or stationery on which your firm’s name is printed.
|
| Print Firm ByLine
|
Select this option to display a byline below your firm name on the estimate. By default,
Ajera CRM uses the byline on the General tab of the General Company Settings form in Configuration. However, you can enter a different byline for this report in
Byline on the Misc tab.
A byline is usually additional text that describes your firm (for example,
Architects and Engineers).
|
| Print Firm Address
|
Select this option to display your firm address on the estimate. By default,
Ajera CRM uses the address the General tab of the General Company Settings form in Configuration. However, you can enter a different address for this report in the
Address fields on the Misc tab.
|
| Left Margin
|
Specify the distance between the left margin of the page and the left edge of the firm block. Use the unit of measure (inches or millimeters) that you entered in the
Unit of Measure field on the Misc tab.
|
| Top Margin
|
Specify the distance between the top margin of the page and the top edge of the firm block. Use the unit of measure (inches or millimeters) that you entered in the
Unit of Measure field on the Misc tab.
|
| Alignment
|
Select the type of alignment you want for the firm block information:
Left,
Center, or
Right.
|
| Estimate: Print Opportunity Number
|
Select this check box to display the opportunity number in the estimate block.
|
| Estimate: Left Margin
|
Specify the distance between the left margin of the page and the left edge of the estimate block. Use the unit of measure (inches or millimeters) that you entered in the
Unit of Measure field on the Misc tab. Enter a distance that does not cause the estimate block to overlap another block.
|
| Estimate: Top Margin
|
Specify the distance between the top margin of the page and the top edge of the estimate block. Use the unit of measure (inches or millimeters) that you entered in the
Unit of Measure field on the Misc tab. Enter a distance that does not cause the estimate block to overlap another block.
|
| Client Address: Left Margin
|
Specify the distance between the left margin of the page and the left edge of the
client address block. Use the unit of measure (inches or millimeters) that you entered in the
Unit of Measure field on the Misc tab. Enter a distance that does not cause the
client address block to overlap another block.
|
| Client Address: Top Margin
|
Specify the distance between the top margin of the page and the top edge of the
client address block. Use the unit of measure (inches or millimeters) that you entered in the
Unit of Measure field on the Misc tab. Enter a distance that does not cause the
client address block to overlap another block.
|
| Print Top Clause
|
Select this check box to display a clause at the top of the estimate. Select the clause in
Select Top Clause.
|
| Select Top Clause
|
If you selected
Print Top Clause, select the top clause. You set up top and bottom clauses on the Service Estimate tab of Opportunity Settings in Configuration.
|
| Top Clause (text box)
|
When you select a clause in
Select Top Clause, this field displays the text of that clause. To modify the text or formatting of the clause, click
 to display the
Ajera CRM Text Editor.
|
| Print Bottom Clause
|
Select this check box to display a clause at the bottom of the estimate. Select the clause in
Select Bottom Clause.
|
| Select Bottom Clause
|
If you selected
Print Bottom Clause, select the bottom clause. You set up top and bottom clauses on the Service Estimate tab of Opportunity Settings in Configuration.
|
| Bottom Clause (text box)
|
When you select a clause in
Select Bottom Clause, this field displays the text of that clause. To modify the text or formatting of the clause, click
to display the
Ajera CRM Text Editor.
|
| Show Estimate Box
|
Select this check box to display the estimate box in the upper right corner of the report.
|
| Print Opportunity Name
|
Select this check box to display the opportunity name.
|
| Print Opportunity Description
|
Select this check box to display the full description of the opportunity.
|
| Print Footer Line
|
Select this check box to display a line across the bottom of each page.
|
| Print Page Numbers
|
Select this check box to display a page number in the bottom right corner of each page.
|
| Print Service Profile Description
|
Select this check box to display a description of the service profile on each page.
|
| Print Fee Band
|
Select this check box to display a description of the fee band on each page.
|
| Print Rate
|
Select this check box to display a description of the rate on each page.
|
| Print Currency Code
|
Select this check box to display a description of the currency code on each page.
|
