Search Vantagepoint
The Search feature allows you to use pre-defined and custom-created searches to locate the exact information that you need.
Video: See related video below.
Choose from the following types of searches:
- Pre-defined searches: Search the database for a specific type of record. For example, in the Contacts hub you can use the standard Active search to locate all active contacts. Because this is a pre-defined, system search, you cannot change its specifications.
- Legacy Searches: Legacy searches are carried over from previous applications and are useful when the search criteria is static from one application version to another. If you want to continue to use a legacy search but need to add more criteria, you can create a new search based on the legacy search.
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Personal and Shared Searches: Personal (My Searches) and shared searches are basic or advanced searches that you create to find the records that match your business requirements. They may include the use of comparative operators that search one or more data types: string, date, number, memo, check box, and employee.
Videos
Title | Description |
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Learn how to perform basic searches. |
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Learn how to create advanced searches, including how to use conditions to filter the scope of the results. |
- Related Topics:
- Search Roadmap
This roadmap provides an overview of standard and advanced searches. - Components of a Search
There are several different components of the Vantagepoint Search feature. The components that display depend on the application you are working in when you initiate the search. - Personal and Shared Searches
Personal and shared searches are saved searches that you create to reuse and apply the same search conditions to search for records quickly. These searches can be saved for personal use or shared with team members. - Search Examples
Review examples of different types of searches that may be useful in Vantagepoint. - How to...
You can create new searches, or update existing searches, to search across most hub records, reports, and standard and user-defined fields in lookups and grids. - Fields and Options
To create and edit new search criteria for Hub records, reports, and other Vantagepoint applications, use the New Search dialog box.
Parent Topic: Deltek VantagepointSM Help