Contents of the Custom Proposals Form

Use this form to enter proposal details.

Field	Description
Search	Use the Searches drop-down list to search for and select the proposal that you want to review or edit. To refine the results set, click Searches to select a standard (All) , legacy, personal (My Searches) or shared search: Click All to select from a list of all records (both active and inactive). Click Legacy Searches: to display a list of custom proposals based on a search from previous versions of the application or from legacy systems. Although you cannot modify a legacy search, you can build a new search based on a legacy search. Click the icon to display the Edit Search dialog box. Click Delete and Start Over to build a new search based on the legacy search. Click My Searches : to display a list of custom proposals based on your personal search. Click the icon to display the Edit Search dialog box. You can then update your personal search for future use. Click Shared Searches: to display a list of custom proposals based on a search shared with other team members and roles. Click the icon to display the Edit Search dialog box. You can then update the shared search for future use. Click + New Search: Select this link to create a new search for custom proposal records. Use both basic and advanced search features on the New Search dialog box to refine search criteria. For information about creating and using searches, see the Search Vantagepoint help topics. If a proposal is inactive or dormant, the search results list displays the record in gray to indicate the status. You can hover over the indicator to display the status.
x of x	Use these arrow icons to scroll through the records in the search results and display a different record to display on the form. The numbers indicate which record you are viewing out of the total number of records in the search results.
+ Add Proposal	Click this option to open the Proposal Builder and add a new proposal record. This option is available if your security role has the access rights required for adding records.
Name	The name of the proposal displays above the tabs. If the name is too long to display completely, hover over it to see a tooltip containing the full name. To edit the name, hover over it and click .
Due Date	This column displays the proposal's due date.
Proposal Manager	This column displays the proposal manager.
Status	This column displays the proposal's status.
Client	This column displays the proposal's associated client.
Organization	This column displays the proposal's organization.
Number	This column displays the proposal's number.
Date Advertised	This column displays the date the proposal was advertised.