Contents of the Edit Resume Text Dialog Box

Field Description
Record List This list displays the records that were selected for the proposal. Select a record from this list to specify the description code and text to use on the proposal for that record.
Description The Description list includes all description codes that were entered for the selected record:
  • Projects - Entered on the [XXXX] in the Projects hub.
  • Employee resume text - Entered on the Resume grid on the Professional tab in the Employees hub.
Select a description code to apply to the record. The description code's associated text displays in the Text field. A record may have multiple description code options, but each record may only have one description entry on a proposal.

If a description code is defined as the Default in the respective hub, it automatically displays when you open this dialog box. You can select a different description code from the list but you can only specify a default in the respective hub record.

Apply to All If multiple records have the same description code option available and you want to apply that description to those records on the proposal, click Apply to All. This automatically selects the description code for every selected record to which it applies.

After using Apply to All, you can change a record's description code by selecting that record and choosing a different code from the Description drop-down.

Text The text that is associated with the description code displays in this field. This is the record's actual description that will display on the proposal.

If changes are required, you can click in the text box and edit the description text directly in this field. Upon saving, the description in the hub record is automatically updated.

Save & Update Records Click Save & Update Records to save the records and insert the descriptions into the proposal. The proposal builder returns to edit mode, where you can continue inserting elements and using the Edit Record Layout options.