Page 53 - Unanet CRM: Using Publisher with Adobe InDesign

Prepare to Create an Opportunity Profile Template

Any data you determine is essential to your design must be part of the Opportunities
module in Unanet CRM. You may need to update these records before generating an
Opportunity Profile.

Tour 6.1 – Preparing to Create an Opportunity Template
In this tour, you will learn about preparing to create an Opportunity template
by reviewing corresponding fields in an Opportunity record.

Build an Opportunity Profile Template

Once you have identified which data fields to include in the Opportunity document, use
the Document Data Dictionary to find the corresponding variables. Then, copy the
Document Data Dictionary variables and paste them into your InDesign Opportunity
Profile template. You must save the Opportunity Profile template with a file extension of
.idml to upload the file to Unanet CRM.

Activity 6.2 – Creating an Opportunity Template

In this activity, you will create an Opportunity template.

Activity Steps

Part 1: Replace Field Names
1. Open the Standard_LetterProposal.indd file.
2. Select Type > Show Hidden Characters to show the paragraphs marks and
hidden characters.
3. Select the Publisher 4.0 module.
4. Select Template Administration > Opportunity Profile. The Opportunity
Profile Administration page opens.
5. Select the Document Data Dictionary link. The Opportunity Profile Data
Dictionary window opens.
6. Press Ctrl+F.
7. Type due in the Search field.
8. Select %OppProposalDueDate% for the Proposal Due Date.
9. Press Ctrl+C.
10. Return to InDesign.
11. Select the 09/30/2022 text to the hidden character.
12. Press Ctrl+V.
13. Repeat steps 6-12 to replace data with Field Name variables.

LESSON 6: OPPORTUNITY PROFILES ©2023 Unanet. All rights reserved. 53