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

Add a Firm

You can add a new firm record for a client, vendor, government agency, competitor, or any other entity that you want to track.

When you create a new firm on the Add Firm form, you are automatically added as a team member on the Our Team tab for that firm. However, you must also use the Our Team tab to describe your relationship to the firm.

To add a new firm:

  1. In the Navigation pane, select Hubs > Firms > Firms.
  2. Click + New Firm next to the find field to display the Firm form.
    This link is only available if you have the access rights that are required to add records.
  3. In the Name field, enter the name of the firm.

    When you move the cursor from this field, Vantagepoint compares the name to existing firm names and aliases. If it detects possible matches, it displays a list of those firms so you can determine if you are adding a duplicate record. If you are still not sure, you can click the firm name in the list to display the full firm record on a separate browser tab.

  4. Specify the type of firm, such as Client, Vendor, Competitor, or Government Agency.
    You can select as many firm types as needed. When you enter a new firm record, the Firm Type field may automatically populate with a selection based on your security role:
    • Accounting: No option selected. You are prompted to select a Type if you leave this field blank.
    • CRM: Defaults to CRM.

    When you select Vendor and the Accounting application is enabled, the Vendor tab of the Firms hub displays. Use this tab to enter the vendor's purchasing, banking, accounting, and payment information.

  5. Select one of the following actions:
    • If automatic numbering is not enabled for firms, you can enter a firm number in the Firm Number field.
    • If automatic numbering is enabled for firms, Vantagepoint assigns the firm number. If you have appropriate access rights, you can change it.
  6. Enter additional information about the firm, such as a description, relationship, a recent activity, and revenue.
  7. Click Save.