Page 40 - Unanet CRM: Using Publisher with Microsoft Word
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LESSON 4: PROJECT LISTS




               Learning Objectives


               Explain how to create a Microsoft Word Project List with Unanet CRM data.
                   •   Explain how to create a Microsoft Word 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 Word to create a Project List template.
               There are many helpful tutorials online. You should also know how to style your table
               and set row heights.















               LESSON 4: PROJECT LISTS                                            ©2023 Unanet. All rights reserved.   40
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