Project classification bookmarks and mail merge options
Project classification examples
Example 1
Name: Division
Options:
- Southeast
- Midwest
- Northwest
Example 2
Name: Type
Options:
- Apartment
- Industrial Building
- Office Building
- Single Family Home
Sample project
- Project number: 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 the scenario described above, the ProjectClassificationDivision bookmark will display Midwest.
Project classification display option 2: Mail merge table showing all project classifications
Merge table start and end tags: ProjectLeadClassification
- ProjectClassificationType
- ProjectClassificationDescription
Using the scenario described above, the project classification mail merge table for project 2018-Smith will be the following:
| Classification | Description |
| Division | Midwest |
| Type | Single Family Home |