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