Examples: Inserting Fields into a Presentation Template

You can enter field codes directly into a PowerPoint text box. For a description of each field, refer to the Vision Data Dictionary.

Example of the proper format for a field:

[Opportunity.Address]

In this example, Opportunity is the name of the Vision database table. Address is the name of the database field. Notice that the code is enclosed in brackets [ ]. Also notice that a period (.) separates the table name and the field name.

Example of the proper format for a grid that contains two fields.

[[Opportunity.City][Opportunity.State]]

Again in this case, brackets are used to enclose the entire code for the grid and fields, as well to enclose individual field names in the grid.