Page 27 - Unanet CRM: Using Publisher with Adobe InDesign

LESSON 3: PROJECT PROFILES

Learning Objectives

Explain how to create an InDesign Project Profile with Unanet CRM data.
• Explain how to create a Project Profile Template.
• Recall how to upload a Project Profile Template to Unanet CRM.
• Explain how to create and generate a Project Profile Record in Publisher 4.0.

Introduction

Use Unanet CRM’s Publisher 4.0 to create Project Profiles for Projects in the Unanet
CRM account using designed templates and CRM data. Once created, you can access
the Project Profile from the Publisher Manager documentation grid or the Project record
under the Documents tab.

We recommend marking up a hard copy of your existing document with the Unanet
CRM field names for each piece of data. This is a helpful reference document when you
build your Project Profile template.

LESSON 3: PROJECT PROFILES ©2023 Unanet. All rights reserved. 27