Display the Format Date/Time Dialog Box

Display the Format Date and Time dialog box when inserting fields into the proposal.

To display the Format Date/Time dialog box:
  1. In the Navigation pane, go to the Proposals section and open the desired proposal.
  2. In the Navigation pane, go to the Proposals section and select General Elements.
  3. Insert a record into the proposal.
  4. Insert a text box into the record.
  5. Double-click in the text box to open the Edit Text dialog box.
  6. Click the Insert Fields toolbar button.
  7. Select date and/or time fields to add to the proposal.
  8. Click the date/time link to open the dialog box.