Resume By Query Dialog Box

Use this form to enter a resume by query. After you make a resume format, you can save it to use later.

Each user can specify one default format for SF255 proposals.

Location

To display the Resume by Query dialog box, complete the following steps:
  1. From the Ajera CRM Navigation menu, click Proposals > SF 255.
  2. Click the Employees tab of the SF255 Proposals form.
  3. Click in Block 7 g and select Resume By Query w/Project Restriction or Resume By Query w/o Project Restriction.
  4. On the Project lookup, select the projects whose records you want to query, and click OK.

Contents

Available Fields Grid Toolbar

Field Description
Grid Drop-down Click the drop-down arrow on a grid header to complete any of the following actions:
  • To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer.
  • To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally.
  • To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display.

Not all options are available on all grids.

Add Selected Field Click this button after you select a field in the Available Fields list. The selected field are added to the text box on the right.

After you add a field, you must add two spaces before the next field in the text box. If you add a comma, add the second space after the comma.

If you select a state, currency or date field, a formatting dialog box shows options for formatting the selected data.

To have a proposal merge properly when a field is empty in your database, see the Resume by Query Preceding Separator Statements help topic.

Available Fields Grid

Field Description
Available Fields This column displays all project data fields from which you can build a resume. Click a field to select it and then click Add Selected Field.
Table This column displays the database table where the available field is stored.
Field Description
Format Name This is the unlabeled field to the left of the Save Format button. To save a format with a new name, enter the name here and then click the Save Format button.

To use a format that was previously saved, select a format from the drop-down list.

Default Format This check box is enabled when you select a format in the Format Name field. Select this check box to use the selected format as your default format. You can specify two default formats—one for custom proposals and one for SF255 proposals.
Save Format Enter a name for the format you have created and click this button to save the format for future use.
Delete Format Select a format from the Format Name drop-down list and click this button to discard the format.
Text Box with the Resume Content This text box contains the project data fields that you selected from the Available Fields list.

Click the Edit icon to open the resume content and format in the Ajera CRM Text Editor.