Page 3 - Unanet CRM: Using Publisher with Microsoft Word

Activity 2.2 – Building a Resume Template ............................................................ 16

List Data Formatting ................................................................................................ 19
Activity 2.3 – Creating List Data Formatting ........................................................... 19

Upload a Resume Template .................................................................................... 23
Activity 2.4 – Uploading a Resume Template ........................................................ 23

Create a Resume Record for Personnel ................................................................ 24
Project List or Project Report ................................................................................. 24

Activity 2.5 – Creating a Resume ........................................................................... 24
Best Practices for Resumes ................................................................................... 27

Check Your Understanding .................................................................................... 28
LESSON 3: PROJECT PROFILES .......................................................... 29

Learning Objectives ................................................................................................ 29
Introduction .............................................................................................................. 29

Prepare to Create a Project Profile Template ........................................................ 30
Tour 3.1 – Preparing to Create a Project Profile Template .................................... 30

Build a Project Profile Template ............................................................................. 30
Activity 3.2 – Building a Project Profile Template ................................................... 30

Upload a Project Profile Template .......................................................................... 32
List Data Formatting ............................................................................................... 32

Activity 3.3 – Uploading a Project Profile Template ................................................ 33
Create a Project Profile Record in Publisher 4.0................................................... 36

Activity 3.4 – Creating a Project Profile .................................................................. 36
Best Practices for Project Profiles ......................................................................... 38

Check Your Understanding .................................................................................... 39
LESSON 4: PROJECT LISTS .................................................................. 40

Learning Objectives ................................................................................................ 40
Introduction .............................................................................................................. 40

Prepare to Create a Project List Template ............................................................. 41
Tour 4.1 – Preparing to Create a Project List Template ......................................... 41

Build a Project List Template ................................................................................. 41
Activity 4.2 – Building a Project List Template ....................................................... 41

Upload a Project List Template .............................................................................. 43

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