Display the Format Currency Dialog Box

Display the Format Currency dialog box in Custom Proposals.

Prerequisite: In the Navigation pane, select Proposals > Custom Proposals and then create a new proposal or open an existing proposal.

  1. Insert a text element on the desired page or insert a record into the proposal and use the Proposal Builder to insert a text box into the hub record.
    For more information, see Work with Proposal Elements.
  2. Double-click in the text element to open the Edit Text dialog box.
  3. On the toolbar, click the Insert Fields button.
  4. Select currency fields to add to the proposal.
  5. Click the currency link in the All Selected Fields column to open the dialog box.