Build a Resume by Query with Project Restrictions

You can build a resume by query from project records that specify a given employee on the Team tab of the Projects Info Center.

To create a Resume by Query for an employee from a project whose Team tab lists this employee, complete the following steps.

1. From the Ajera CRM Navigation menu, click Proposals > SF255 Proposals.
2. Click the Employees tab and locate the employee.
3. In Block 7g, click Resume by Query with Project Restrictions.
4. On the Project lookup, use the Select and Select All button to select the projects to include in the employee’s resume, in the sequence in which you want them to appear.
5. On the Resume by Query dialog box, click OK. The Ajera CRMText Editor opens and shows the data for the selected projects.