Contacts Form
Use the Contacts form and its tabs to enter, view, and edit information for each contact that your company or enterprise wants to track.
Contents
Field | Description |
---|---|
Search |
Use the search field above the contact name to search for and select the contact that you want to review or edit. To refine the results set, click the search filter drop-down arrow
and select a standard, legacy, personal, or shared search:
For information about creating and using searches, see the Search Vantagepoint help topics. If a contact is inactive or not qualified, the search results lists displays different icons to indicate the status. You can hover over the icon/indicator to display the status. See the following topic for additional information: Contact Status and Qualification Indicators |
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 Contact |
Click this option to open the Contact form and add a new contact record. This option is available if your security role has the access rights required for adding records. |
Name |
After you add a new contact record, the contact's name displays above the tabs. To edit the name, click next to the Name field on the Overview tab and use the Name dialog box to edit as needed. |
Title | After you add a new contact record, the contact's job title displays just below their name. |
Last modified by | These fields, located below the contact's name, display the date the contact information was last changed and the name of the person who made the changes, unless the user ID is not mapped to a user name, in which case only the user ID displays. |
Click the Switch to List View icon to see the list view of the form. In this view, fields are displayed in columns in one grid on the form rather than on separate tabs. Records are displayed in each row in the grid. This makes it easy to compare and update multiple records at one time because you do not have to open individual records. To add, remove, or change the order of the columns in the grid, click
to the right of the grid and use the Select Columns dialog box.
For information about selecting columns, see Select Columns for a Grid. For more information about working in list view, see Use List View. |
|
After you have switched to list view, click the Switch to Detail View icon to see the detailed view of the form. Detail view is the view that displays by default when you open a form for the first time; thereafter, the view that was active when you closed the application will display the next time that you display the form. In detail view, all fields are displayed on tabs on the form. The detail view is the one that is described in help topics in the Help system. |
- Related Topics:
- Display the Contacts Form
You display this form in the Contacts hub from the browser application. - Contacts Actions Bar
Use the Actions bar in the Contacts hub to edit contact information or add touchpoints for the contact. - Contacts Summary Pane
The Contacts Summary pane displays the contact's key information, such as status, associated activity and project, and the person responsible for the contact relationship. The Summary pane remains visible as you move from one tab to another. - Contact Status and Qualification Indicators
The icons in the Contact lookups act as visual indicators for the type or qualification status of the contact record. - Contacts Overview Tab
The Overview tab provides a snapshot of the selected contact's description, most recent in pursuit project and activity, firm address and associated market, and any other contact addresses and associated currencies. - Contacts Activities Tab
Use the Activities tab in the Contacts hub to create and maintain lists of activities and categories. - Contacts Marketing Campaigns Tab
A marketing campaign is an event or activity designed to reach new and existing clients to generate new business. For example, you might send an e-newsletter or speak at a conference. Use the Marketing Campaigns tab to associate one or more marketing campaign records with a contact. - Contacts Associations Tab
Use the Associations tab to create and maintain lists of the other contacts and projects that are associated with a contact. - Contacts Our Team Tab
Use the Our Team tab to create and maintain a list of the employees who are associated with the contact record. You can also include a description of their relationships to that contact. - Contacts Files and Links Tab
Use the Files and Links tab to upload, view, and store files that are related to the current contact record. You can also add URLs, email addresses, and links to files and graphics.