Page 42 - Unanet CRM: Using Publisher with Microsoft Word

Note: Place logos or images you do not want replaced by Publisher in the header or
footer.

Part 3: Replace Field Names
1. Select the Publisher 4.0 module.
2. Select Template Administration > Project List. The Project List
Administration page opens.
3. Select the Document Data Dictionary link. The Project List Data Dictionary
window opens.
4. Press Ctrl+F.
5. Type published in the Search field.
6. Select %CalculatedProjectNamePublished% for Project Name Calc.
Published.
7. Press Ctrl+C.
8. Return to Word.
9. Select the Hubbard Broadcasting – Commercial Complex text to the
paragraph mark.
10. Press Ctrl+V.
11. Repeat steps 5-10 to replace data with Field Name variables.
Search Field Name Template
Location %ProjectLocationAbbrStateName% Phoenix, AZ
Final %FinalContractPublishedCost% $50,000,000
Calculated %CalculatedCompletionMY% August 2022

Certification %ProjectListCertifications% LEED Silver
Project Client %ProjectClient% Hubbard Broadcasting
Client %ProjectClientContactName% Bruce Hagerty
Phone %ProjectClientContactPhone% (651) 642-4400
Email %ProjectClientContactEmail% bhagerty@hbi.com
Architect %ProjectConsultantArchitect% Abcam Architects

Architect %ProjectConsultantArchitectContact% Frank Sarno
Architect %ProjectConsultantArchitectContactPhone% (952) 500-7921
Architect %ProjectConsultantArchitectContactEmail% Frank.sarno.ap@gmail.com
Note: You may need to widen the column to allow overflow text.
12. Select the remaining lines in the template.
13. Right-click the selected lines.
14. Select Delete > Delete Rows.
15. Close the Project List Data Dictionary window.

LESSON 4: PROJECT LISTS ©2023 Unanet. All rights reserved. 42