Hub Field Placeholders

When you use the Insert Fields option on the Edit Text dialog box to insert field placeholders into a proposal, these fields include options to specify additional information:

Hub	Field	Information
Firms	Addresses	All Primary: Selected by default Billing Payment
	User-defined Grids	If a user defined grid includes a Proposal checkbox, then the grid should include: All Marked for Proposals: Selected by default, only include rows that have Proposal checked.
Contacts	User-defined Grids	If a user defined grid includes a Proposal checkbox, then the grid should include: All Marked for Proposals: Selected by default, only include rows that have Proposal checked.
Employees	Degrees	All Marked for Proposals: Selected by default, only include rows that have Proposal checked.
	Credentials	All Active and Marked for Proposals: Selected by default, only includes credentials that have not expired (Expires must be > today) and Proposals is checked.
	Projects	All To Be Selected Later: User will choose the projects after selecting records. Selecting projects from the tag will be done in PBI 829768.
	Skills	All: Selected by default Primary
	Resumes	All: When selected, all of the employees resume text is included Default: Selected by default. The pill should say Resume: Default. To Be Selected Later: User will choose the resume category after selecting records. In this case the special pill will be added where you can select the resume from it. Each Category should be listed (e.g., Medical, Education, and whatever other categories they have in their DB)in ascending alphabetical order.
	User-defined Grids	If a user defined grid has a Proposal Checkbox, then the grid should have options for: All Marked for Proposals: Selected by default, only include rows that have Proposals checked.
Project	Descriptions	All: When selected, all of the project description text is included Default: Selected by default. The pill should say Description: Default. To Be Selected Later: User will choose the project description after selecting records. In this case the special pill will be added where you can select the description from it.
	Team	All Owner: Includes just the firm listed as the Owner. Uses the label from the list in Settings. Clients: Uses system label. Includes just firms that have a type of client in the Team grid. Vendors: Selected by default. Uses system label. Includes just firms that have a type of vendor in the Team grid.
	Team Members	All Contacts: Uses the system label Employees: Uses the system label. Includes all employees Owner: Includes just the contact listed as the Owner. Uses the label from the list in Settings. To Be Selected Later: Selected by default. User will choose the employees after selecting records. Selecting projects from the tag will be done in PBI 829768.
	User-defined Grids	If a user defined grid has a Proposal checkbox, then the grid should have options for: All Marked for Proposals: Selected by default, only include rows that have Proposals checked.
Boilerplates	User-defined Grids	If a user defined grid has a Proposal checkbox, then the grid should have options for: Marked for Proposals: Selected by default, only include rows that have Proposals checked.
User-defined Hubs	User-defined Grids	If a user defined grid has a Proposal checkbox, then the grid should have options for: All Marked for Proposals: Selected by default, only include rows that have Proposals checked.