Page 3 - Unanet CRM: Using Publisher with Adobe InDesign
P. 3

Activity 2.3 – Creating List Data Formatting ........................................................... 17

                  Upload a Resume Template .................................................................................... 21
                    Activity 2.4 – Uploading a Resume Template ........................................................ 21

                  Create a Resume Record for Personnel ................................................................ 22
                    Project List or Project Report ................................................................................. 22

                    Activity 2.5 – Creating a Resume ........................................................................... 22
                  Best Practices for Resumes ................................................................................... 25

                  Check Your Understanding .................................................................................... 26
               LESSON 3: PROJECT PROFILES .......................................................... 27

                  Learning Objectives ................................................................................................ 27
                  Introduction .............................................................................................................. 27

                  Prepare to Create a Project Profile Template ........................................................ 28
                    Tour 3.1 – Preparing to Create a Project Profile Template .................................... 28

                  Build a Project Profile Template ............................................................................. 28
                    Activity 3.2 – Building a Project Profile Template ................................................... 28

                  Upload a Project Profile Template .......................................................................... 31
                    List Data Formatting ............................................................................................... 31

                    Activity 3.3 – Uploading a Project Profile Template ................................................ 31
                  Create a Project Profile Record in Publisher 4.0................................................... 33

                    Activity 3.4 – Creating a Project Profile .................................................................. 34
                  Best Practices for Project Profiles ......................................................................... 36

                  Check Your Understanding .................................................................................... 37
               LESSON 4: PROJECT LISTS .................................................................. 38

                  Learning Objectives ................................................................................................ 38

                  Introduction .............................................................................................................. 38
                  Prepare to Create a Project List Template ............................................................. 39
                    Tour 4.1 – Preparing to Create a Project List Template ......................................... 39

                  Build a Project List Template ................................................................................. 39
                    Activity 4.2 – Building a Project List Template ....................................................... 39

                  Upload a Project List Template .............................................................................. 41
                    List Data Formatting ............................................................................................... 41

                    Activity 4.3 – Uploading a Project List Template .................................................... 42



               Table of Contents                                                  ©2023 Unanet. All rights reserved.   3
   1   2   3   4   5   6   7   8