Resume Template - Seminars and Certifications

A forum for Deltek Vision CRM & Proposals.
Jill Sturm
Posts: 1
Joined: Wed Aug 14, 2013 10:22 am
Brief Company Description: HR Green combines engineering and technical servies with business and management expertise to deliver sustainable success for our clients.
Deltek Vision Version: 7.0
Number of Employees: 353
Company Position: Marketing Data Coordinator
Vision Modules: CRM, Proposal
Number of Offices: 0

Resume Template - Seminars and Certifications

Postby Jill Sturm » Wed Aug 14, 2013 10:38 am

My company is currently in the process of modifying and recreating our merge templates. Our template is set up right now to pull any specialized training from a field under the 'Resumes' tab labeled 'Specialized Training'. Is there any way to set up the Template to pull this information from the 'Seminars and Certifications' tab so staff doesn't have to enter the information into the system multiple times? I would like to pull this information in a similar format to how degrees and licenses are incorporated, however I do not see merge codes for seminars and certifications.... am I missing something?

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Karen Sigel
Posts: 58
Joined: Mon Jun 02, 2008 8:41 am
Company: Buchart Horn, Inc.
Brief Company Description: Buchart Horn is a multi-disciplined consulting firm with more than seven decades of award wining engineering and architectural design experience. Established in 1945, the firm’s architects, engineers, and planners serve a growing list of clients in the US and Europe. The company is well known for designs of courthouses, offices, schools, churches, libraries, airports, highways, bridges, and environmental projects such as water treatment facilities, wastewater plants, and environmental studies.

Buchart Horn services include architecture; environmental, transportation, civil, electrical, mechanical, structural engineering services; construction management, disaster resistance assessments, site development, GIS, photogrammetry, planning, permitting, grant application assistance, and telecommunications.
Deltek Vision Version: 7.0
Number of Employees: 200
Company Position: Marketing Coordinator/Database Manager
Vision Modules: CRM & Proposals/MODI/Sync Server
Number of Offices: 15
Year Vision Installed: 1999
Location: York, PA
Contact:

Re: Resume Template - Seminars and Certifications

Postby Karen Sigel » Wed Aug 14, 2013 11:28 am

Because these are custom fields, you have to create the merge codes yourself. It's a little complicated, but not too hard. I've attached Deltek's guidelines. You can also find limited help in Vision's own help files under "Example of User-Defined Tab Fields on a Modified SF254 or 255 Template" and in the Knowledge Base with a search for "merging custom fields" or similar. If you still can't figure it out, let me know and I'll try to walk you through it.
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Custom_Field_Merging.doc
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Karen L. Sigel
Buchart Horn, Inc.
717 852-1465
http://www.bucharthorn.com


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