Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Edit a Contact

After you initially create a contact record, you can edit contact information at any time.

Pre-requisites: You must have access rights that allow you to edit contact records.

To edit a contact record:

  1. In the Navigation pane, select Hubs > Contacts > Contacts.
  2. Use the search field above the contact name to search for and select the contact record that you want to edit.
    For information about creating and using searches, see the Search Vantagepoint help topics.
  3. Complete either of the following to edit a field on the Contacts form:
    • Hover over a field, and click beside the field to open the field in edit mode.
    • On the Actions bar, click Edit.

      This opens all fields on the Contacts form in edit mode.

      Note that when you edit the contact Name or Title, the header information updates upon saving the record.

  4. Use the remaining tabs to add or edit contact information. For information in grids that is editable, edit the information directly in the grid.
    Tab Purpose
    Overview Review and edit key data, such as the contact description and other addresses.
    Activities Review activities that have occurred or that are scheduled for the contact. You can also add new activities.
    Associations Create and maintain lists of the in pursuit projects and other contacts that are associated with the contact.
    Marketing Campaigns Create and maintain lists of the marketing events or activities that are designed to reach new and existing clients to generate new business and improve future marketing success. These campaigns may be related to specific contacts.
    Our Team Create and maintain a list of the employees who are associated with the contact and describe their relationships to that contact.
    Files & Links Upload, view, and store documents that are related to the current contact record. You can also add links to external documents, graphics files, or presentations. Note that this tab name changes from Files & Links to the Links tab when FileStream (a Microsoft SQL Server feature) is not in use.

    Your system administrator may add custom tabs to supplement these.