Project Classification Bookmarks and Mail Merge Options

Examples

Project Classification 1 Example

Name: Division

Options:

  • Southeast
  • Midwest
  • Northwest

Project Classification 2 Example

Name: Type

Options:

  • Apartment
  • Industrial Building
  • Office Building
  • Single Family Home

Sample Project

  • Project # 2018-Smith
  • Project Title: Smith Residence
  • Division (Project Classification): Midwest
  • Type (Project Classification): Single Family Home

Project Classification Display Option 1: Bookmark To Display Specific Project Classification

  • Project Classification Name: Division
  • Project Classification Bookmark: ProjectClassificationDivision

Using scenario shown above, ProjectClassificationDivision would display "Midwest" without the quotes.

Project Classification Display Option 2: Mail Merge Table Showing All Project Classifications

Merge Table Start and End Tags: ProjectLeadClassification

  • ProjectClassificationType
  • ProjectClassificationDescription

Using scenario shown above, the Project Classification Mail Merge table for Project # 2018-Smith would be the following.

Classification Description
Division Midwest
Type Single Family Home