Page 54 - Unanet CRM: Using Publisher with Adobe InDesign

Search Field Name Template

Contactrole %OppContactRoleClientContact% Donald Doorman
Contactrole %OppContactRoleClientContactTitle% Project Executive
Clientname %OppClientName% Blue Lake Facility
Address %OppClientAddress1% 6957 County Road 101 E
Address %OppClientAddress2% Suite 100
City %OppClientCity% Shakopee
State %OppClientStateAbbrev% MN
Zipcode %OppClientZipcode% 55379

Name %OppName% HiHo Office/Data Center Plan
Review Services
Oppcontact %OppContactRoleClientContactFirstName% Donald
Description %OppDescription% BACKGROUND and SCOPE
OF SERVICES text
Fee %OppFirmEstimatedFee% 88,000
Staff Team %OppStaffTeamProjectEngineer% Andey Ridley
Staff Team %OppStaffTeamProjectEngineerTitle% Project Coordinator

StartDate %OppEstimatedStartDateMY% January 2023
Leadbus %OppStaffTeamLeadBusinessDeveloperOffice (800) 505-7089
Phone%
Leadbus %OppStaffTeamLeadBusinessDeveloperOffice nolan@company.com
Email%
Leadbus %OppStaffTeamLeadBusinessDeveloper% Nolan Kegger
Leadbus %OppStaffTeamLeadBusinessDeveloperTitle% Marketing/Biz Dev
14. Press Ctrl+F. The Find/Change panel opens.
15. Type Blue Lake Facility in the Find what field.
16. Type %OppClientName% in the Change to field.
17. Select the Find Next button.
18. Select the Change All button.
19. Select the OK button.
20. Select the Done button.

Part 2: Replace Field Names in the Footer of the Parent Page
1. Select the Pages tab.
2. Double-click the Parent page.
3. Return to the Opportunity Profile Data Dictionary window.
4. Select %OppName% for the Opportunity Name.
5. Press Ctrl+C.
6. Return to InDesign.
7. Select the HiHo Plan Review Services text to the hidden character.

LESSON 6: OPPORTUNITY PROFILES ©2023 Unanet. All rights reserved. 54