| □ | Proposal Paragraphs are generally used as Headers and/or Footers. |
| • | Headers and Footers are generic Word Processing terms referring to pre-established text elements containing sales related copy, legal, or other explanatory language - sometimes referred to as boiler plate - with the intention to include this information on each copy of a specific type of document. |
| • | A Header - in this case - is predefined information (Text) that will be included on the first page of a Proposal. |
| • | A Footer - in this case - is predefined information (Text) that will be included at the bottom on the last page of a Proposal. |
| • | Sometimes, depending on the Text and its purpose, these Headers and Footers could be used for Both purposes. |
| □ | Using Headers and Footers in MKMS Proposals: |
| • | When creating a Proposal, a Header and/or Footer may be added to that Proposal. |
| • | A noted above, Headers and Footers within MKMS Proposals are different than what are generally used in standard Word Processing documents. |
Header & Footer Buttons on Proposal Form
| • | A Header Proposal Paragraph is actually a Cover Page for a Proposal - and may include any number of paragraphs, special formatting. multiple fonts, and text and background colors. |
| • | It stands alone and is used generally as an introductory dialog preceding the Proposal itself. |
| • | It only appears on the first page of the Proposal and no sales items are on that page with it. |
| • | A Footer Proposal Paragraph is generally inserted as a "wrap-up" commentary. |
| • | It appears only on the last page of the Proposal. |
| • | It also may include any number of paragraphs, special formatting. multiple fonts, and text and background colors. |
| • | Headers and/or Footers are assigned to a Proposal by Clicking the Header or Footer button on the Proposal Form (see the full instructions in the Proposals chapter) to create Custom Text using the Rich Text Editor, or by Clicking the Search Icon (on the Rich Text Editor Form) to Select one of these predefined Headers and/or Footers. |
| □ | Entering Proposal Paragraphs: |
| • | To define Proposal Paragraphs, on the Main Menu Select Maintenance and Choose the Prospect Tracking/Proposal Items sub-menu, then Click Proposal Paragraphs. |
Proposal Paragraphs Form
| • | This Proposal Paragraphs Form may be Re-sized by Dragging the Top and/or Bottom up or down, and/or the Right side in or out. |
| • | Navigation Menu - The Navigation Menu is located at the top of the Proposal Paragraphs Form. |
| • | This Navigation Menu provides the normal Record Movement, New, Edit, Delete, Cancel, Save, and Refresh options; as well as special Print and Search functions. |
| • | Record Editing section - The details of the currently selected record are displayed below the Navigation Menu at the center (Main Body) of the Proposal Paragraphs Form. |
| • | Table View tab - A tabular (spreadsheet style) Table View of the currently defined Proposal Paragraphs is accessible by Clicking the Table View tab at the bottom of the Proposal Paragraphs Form. |
| • | To display a specific Proposal Paragraph record in the Record Editing section, Click on that record within the Table View section, or use the Search Icon (see the "Using the Special Functions" section later in this chapter). |
| • | This Table View information may be Pinned in Place by Clicking the Pin Icon on the right. |
Proposal Paragraph Form - with Table View tab Pinned Open
| ▪ | You may Un-Pin this Table View by Clicking the Pin Icon again. |
| ▪ | Click on any listed record to display that information in the center (Main Body) of the Form. |
| • | There are four columns of data in this Proposal Paragraphs Record Listing: |
| 1) | ID - The Code created to represent this Proposal Paragraph entry. |
| 2) | Header Footer - The actual type (i.e., Header or Footer) of Proposal Paragraph. |
| 3) | Short Description - A brief description of the purpose of this Proposal Paragraph. |
| 4) | Paragraph - The Memo field containing the formatted Text of the Proposal Paragraph. |
| • | Each column's Header Name describes the data contained in that column. |
| ▪ | Clicking on a Header Name will set the order in which the Proposal Paragraphs will be listed. |
| ▪ | Clicking on the same Header Name will set the order in the opposite direction (ascending vs. descending). |
| ▪ | The Header Name that is determining the Order of the list will have an Icon indicating the Order displayed next to that Header Name. |
| • | To define the Proposal Paragraphs which will be used as H & F: |
| • | Click the  Icon to start the Proposal Paragraphs entry in the Record Editing section. |
| ▪ | ID - Enter a Code that identifies this Proposal Paragraphs. |
| o | This entry may be up to 10 characters in length with Upper and Lower case letters, numbers, spaces and basic punctuation |
| ▪ | Type - Using the Drop-Down Selection List to Choose whether this is to be a Header, Footer, or used interchangeably as Both. |
| ▪ | Description - Enter a brief description of this Lead Type. |
| o | This entry may be up to 40 characters in length with Upper and Lower case letters, numbers, spaces and basic punctuation |
| ▪ | Paragraph - Double-Click this field to open the Proposal Paragraph Rich Text Editor (See Rich Text Editor). |
Proposal Paragraph Editor
| o | Enter the required Text and Formatting for this Proposal Paragraph. |
| o | Press Ctrl+S to save the Text and Formatting. |
| • | Click the  Icon to record this Proposal Paragraph entry. |
| □ | Using the Special Functions on the Navigation Menu at the top of the Proposal Paragraphs Form: |
| • | Print - Click the Print Icon to View and/or Print a list of the Proposal Paragraphs. |
| • | Yes - Click the Yes button to View a copy of the report. |
| • | No - Click the No button to open the Windows® Print dialog where a copy of the report may be sent to a selected Printer, or Printed to a File. |
| • | Cancel - Click the Cancel button to close this Print question and return to the Form. |
| • | Search - Click the Search Icon to open the Search Proposal Paragraphs dialog. |
Search dialog
| • | See the "Using the Generic Search dialog" section in the Advanced Search Dialog chapter for more information about this Search dialog. |
