Select a Proposal to View or Edit
To select the proposal that you want to view or edit, use the Search field at the top of the Proposal Builder to enter criteria and search the Vantagepoint database.
To select a proposal to view or edit:
- In the Navigation pane, go to the Proposals section and select Custom Proposals.
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Using the
Search field at the top of the Proposal form, search for and select the proposal that you want to view or edit.
The search list only includes records to which your security role gives you access. Click
to the right of the field to display the list of records returned by the current search.
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If the currently displayed search name is not the one you want, select a standard or custom search:
- Click ALL to select from a list of all records (both active and inactive).
- Click Custom at the bottom of the list to create and save or apply a new custom search.
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If needed, you can further restrict the list of records by completing one of the following in the search field:
- To display a list of records with names that begin with a specific single character, type the character in the field and pause.
- To display a list of records with names that contain a specific sequence of two or more characters, type the characters in the field and pause.
Tip: If you enter characters in the search field and then want to remove that search target, you can click the X icon at the end of the field to clear the field. The number of records in the current search results displays at the right end of the search field.
- Scroll the list to locate the record you want and click the record to display it.