Page 38 - Unanet CRM: Using Publisher with Adobe InDesign
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LESSON 4: PROJECT LISTS



               Learning Objectives


               Explain how to create an InDesign Project List with Unanet CRM data.
                   •   Explain how to create a Project List template.
                   •   Recall how to upload a Project List template to Unanet CRM.
                   •   Explain how to create and generate a Project List from Publisher 4.0 populated
                       with CRM data.





               Introduction
               Use Unanet CRM’s Publisher 4.0 to create Project Lists for Projects in the Unanet CRM
               account using designed templates and CRM data.



























               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 List template.

               Note: You must know how to build a table in InDesign to create a Project List .idml
               template. There are many helpful tutorials online. You should also know how to style
               your table and set row heights.

               Note: If you would like the template to auto-add additional pages when text overflows,
               set your primary text frame and place your table in the primary text frame set to auto-
               add pages.








               LESSON 4: PROJECT LISTS                                            ©2023 Unanet. All rights reserved.   38
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