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

Set Up Integration with Maconomy

Use the Maconomy form of Integrations to connect your Maconomy instance to Vantagepoint. This allows you to integrate Maconomy information with Vantagepoint and synchronize user-defined fields and workflow data.

Integration with Maconomy is only available if your firm uses CRM and CRM Plus. See the Maconomy documentation for configuration settings.

To connect your Maconomy instance to Vantagepoint:

  1. In the Navigation pane, select Utilities > Integrations > Maconomy.
  2. Click the Add Fields and Workflow button to run a script and add the user-defined fields and workflow to Vantagepoint.
    You can only run this process one time. The button grays out to indicate the fields and workflow were added.

    If you need to remove any fields or workflow, you must do so manually using the Screen Designer. See the Screen Design help topics for more information.