After you add and configure a new section for a custom proposal, a tab for it displays on the Custom Proposal form.
You configure a new section for a custom proposal by clicking the
Section toolbar option on the Custom Proposal form. Each section is based on an Info Center. You can create multiple sections, including multiple sections for each Info Center.
The name of the tab is based on what you entered in the
Section Name field on the Configure Sections dialog box.
The order of tabs determines the order of the data in the custom proposal. You control the order of the tabs in the grid on the Configure Sections dialog box.
Each Info Center section tab display a grid that contains fields from the Info Center such as
Name,
Description,
Title, and so on.
Grid Toolbar Options
Use the toolbar options on the grids to add, delete, reorder, and move records in the grid. Other toolbar options apply for only certain Info Center section tabs.
Toolbar Options Common to All Info Center Tabs
Field | Description |
Add Records
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Use this option to open the Info Center lookup and add records to the custom proposal section.
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Reorder
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Use this option to sort the records in the grid by either ascending or descending alphabetical order of one of the fields in the grid.
The order of the records in the grid affects the order of the records that are displayed in the merged document.
- Click
Reorder.
- From the drop-down list in the
Sort Field on the Reorder dialog box, select the field in the grid by which you want to reorder the records.
- In the
Direction field, select either
Ascending or
Descending to select how to sort the records in the grid.
- Click
OK.
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Move Up
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Use this option to move a selected row up. Click the row that you want to move up. Then click
Up.
If you do not see this option on the toolbar, click
>> at the right end of the toolbar.
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Move Down
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Use this option to move a selected row down. Click the row that you want to move down. Then click
Down.
If you do not see this option on the toolbar, click
>> at the right end of the toolbar.
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Delete Records
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Use this option to delete a record from the section.
Click the row for the record that you want to delete, and then click
Delete.
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Toolbar Options on a
Clients, Employees, Leads, Marketing Campaigns, Opportunities,
Projects, Text Libraries, and
Vendors Info Center
Field | Description |
Graphics
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Use this option to add graphics for a selected record in the grid.
- Click the record in the grid for which to add graphics. Then click the
Graphics toolbar option.
- On the Graphics dialog box, select one or more graphics in the Available list, and then click
Right -> add the graphic for the record.
You must first upload graphic files for a record on the Files tab in the Info Center before the files can be selected on the Graphics dialog box.
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Toolbar Options Only on a
Clients Info Center Tab
Field | Description |
Contacts
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Use this option to select specific contacts whose data you want to merge out with the selected
client records.
- Select a
Clients record in the grid, and click
Contacts.
- On the Select Contacts dialog box, select the contacts to add and click
OK.
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Toolbar Options Only on an Employees Info Center Tab
Field | Description |
Build Resume
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Click this option, and select one of the following options from the shortcut menu to specify how to make a resume for a selected employee:
Option
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Description
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Add Resume Category
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Select this option to build a basic resume for an employee.
On the Select Resume Categories dialog box, categories that were added to the Resume grid on the Resume tab of the Employees Info Center for an employee are listed in the
Available section. Select resume categories and move them to the
Selected section using the
Right-> button. Move the categories up and down in the list using the
Move Up and
Move Down buttons. When you click
OK, the selected text files are added to the Text Editor in the order selected.
To add specific
project experience for this employee, use
Add Project Experience.
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Add Project Experience
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Select this option to build a resume from any
project.
On the
Project lookup, select the
projects to include in the employee's resume, in the sequence that you want them to appear. The
Project lookup includes all
projects, but you have options for including just those
projects this employee is associated with, and where this employee has worked over a certain number of hours.
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Edit Resume
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Select this option to edit an employee's resume text in the
Vision Text Editor.
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Add Resume Category to Selected Records
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Select this option to add a resume category for multiple employees that you have selected on the grid.
Hold down the SHIFT key and click the first and last field at the left of the
Name column to select multiple employees that are listed next to each other on the grid. Or hold down the CTRL key and click the field at the left of the
Name columns to select employees that are listed in non-sequential rows.
This option does not display the Select Resume Category dialog box if the selected employee's info center record does not have resume categories configured on the Resumes tab.
Vision displays a system message instead.
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Add Project Experience to Selected Records
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Select this option to add
project experience for multiple employees that you have selected on the grid.
Hold down the SHIFT key and click the first and last field at the left of the
Name column to select multiple employees that are listed next to each other on the grid. Or hold down the CTRL key and click the field at the left of the
Name columns to select employees that are listed in non-sequential rows.
This option does not display the Select Resume Category dialog box if the selected employee's info center record does not have resume categories configured on the Resumes tab.
Vision displays a system message instead.
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Project
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This option applies only when you use an Adobe InDesign merge template for an Employee Info Center section of a custom proposal. If you use a Microsoft Word merge template, this options is not activated. Instead, use the
Build Resume toolbar option to add
projects for employees.
The
Projects option has two menu options:
- View and Select Projects for this Employee — Select this menu option to associate
projects to one employee that you selected in the grid. Selecting this option displays the View and Select
Projects dialog box.
-
Select Projects for Selected Employees — Select this menu option to associate
projects to multiple employees that you selected in the grid. Selecting this option displays the View and Select
Projects dialog box.
First, click the employee/s in the grid that you want to add
projects to. Then click
Projects and select the appropriate menu option. On the View and Select
Projects dialog box, click
Search to display the
Project lookup where you can find and select
projects that you want to add to the employee/s. Selected
projects are displayed on the Selected
Projects grid on the View and Select
Projects dialog box.
In addition to selecting specific
projects in this dialog box, you must have added at least one field from the associated
projects in the InDesign merge template that you created for the employee section of the custom proposal. In the merge template, if you selected the option to include all associated
projects, then you do not need to select specific
projects using the
Projects toolbar option. All associated
projects for employees will be added automatically to the employee section of the custom proposal.
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Toolbar Options Only on a
Project Info Center Tab
Field | Description |
Descriptions
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This option applies when you use either an Adobe InDesign or Microsoft Word merge template for a proposal section.
Click this option, and select one of the following options from the shortcut menu to enter a description for the
project.
Option
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Description
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Add Description Category
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Select this option to choose an existing description that was added on the Descriptions grid found on the Background tab of the
Project Info Center for the selected
project.
On the Select Description Categories dialog box, the description categories are displayed on the
Available list. Select description categories and move them to the
Selected section using the
Right-> button. Move the categories up and down in the list using the
Move Up and
Move Down buttons. When you click
OK, the selected text files are added to the Text Editor in the order selected.
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Edit Description
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Select this option to edit the description in the
Vision Text Editor.
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Add Description Category to Selected Records
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Select this option to add a description category for multiple
projects that you have selected on the grid.
Hold down the SHIFT key and click the first and last field at the left of the
Name column to select multiple
projects that are listed next to each other on the grid. Or hold down the CTRL key and click the field at the left of the
Name columns to select
projects that are listed in non-sequential rows.
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Team
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This option applies when you use either an Adobe InDesign or Microsoft Word merge template for a proposal section.
Use this option to add
project team members (employees) to a
Project Info Center section of a custom proposal. Possible team members are the associated employees who are entered in the
Employee grid on the Team tab in the
Project Info Center for a
project.
First, click the
project in the grid for which to add team members. Then click the
Team toolbar option. On the Select Team dialog box, select the team members from the Employee Info Center.
You must also add a merge code for associated employees, a proposal team, and employee data in the merge template that you created for the
project section of a custom proposal. In the merge template, if you selected to include all associated employees (instead of Proposal Team), then you do not need to select employees using the
Team toolbar option. All associated employees for a
project will be added automatically as team members for all
projects.
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