Contacts Actions Menu

Use options on the Actions menu in the Contacts hub to edit contact information or add touchpoints for the contact.

Field	Description
Edit	Click this option to open the Contacts form to make changes to the currently selected contact record.
Copy	Click this option to copy the currently displayed record. If Deltek detects possible duplicate records during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record. In most cases, copying a record with attached documents does not copy the documents to the new record.
Delete	Click this option to delete the currently displayed contact record.
Add Touchpoint	Click this option to add a touchpoint such as a meeting or a phone call for the current contact.
Qualify Contact	This option displays if your firm uses CRM Plus and enables the Lead Qualification process in Settings. Click this option to qualify the contact if it meets your firm's requirements and is interested in doing business with your firm.
Disqualify Contact	This option displays if your firm uses CRM Plus and enables the Lead Qualification process in Settings. Click this option if you decide that a contact is no longer a good candidate for an opportunity. This keeps the contact in the database for future use.
Revert to Lead	This option displays if your firm uses CRM Plus and enables the Lead Qualification process in Settings. Click this option If you decide that a qualified or disqualified contact should be changed back to a lead.
Export	This option displays if you are in the List View. Select this option to export records to a .CSV file format. You have the option of selecting all records (the default) or a subset of records for export to the .CSV file. The export function is disabled if you are in Detail View.
Design	If you have access rights to Designer, click this option to open the screen designer, which you can use to add tabs, grids, and fields.