Page 5 - Unanet CRM: Using Publisher with Microsoft Word
P. 5
Learning Objectives ................................................................................................ 62
Introduction .............................................................................................................. 62
Batch Jobs Tab ........................................................................................................ 62
Demo 7.1 – Exploring Batch Jobs Tab, Filters, and Columns ................................ 63
Create a Batch Job .................................................................................................. 64
Activity 7.2 – Creating a Batch Job ........................................................................ 64
Activity 7.3 – Editing a Batch Job ........................................................................... 65
Best Practices for Batch Jobs ................................................................................ 66
Check Your Understanding .................................................................................... 67
APPENDIX: CHECK YOUR UNDERSTANDING ANSWER KEY ............ 68
Lesson 1: Introduction to Publisher 4.0 ................................................................ 68
Lesson 2: Resumes ................................................................................................. 69
Lesson 3: Project Profiles ....................................................................................... 70
Lesson 4: Project Lists ........................................................................................... 71
Lesson 5: Knowledge Profiles ................................................................................ 72
Lesson 6: Opportunity Profiles .............................................................................. 73
Lesson 7: Batching Document ............................................................................... 74
COMPLETION CERTIFICATE AND EVALUATION ................................. 75
Table of Contents ©2023 Unanet. All rights reserved. 5
