Fields and Options
To create and edit contacts, you work with the fields and options on the tabs, forms, and dialog boxes in the Contacts hub. If custom fields display on a tab, be sure to complete any that are marked as required.
- Related Topics:
- 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. - Contacts PIM Form
If your enterprise has Deltek Project Information Management (PIM) and has set up the Vantagepoint integration with PIM to include the Contacts hub, you have direct access to the PIM contact information and related documents on this form. - Address Dialog Box
You can add one or more addresses for each contact. Use the Firm Address or Other Address dialog box to enter this information. - Inactive Contact Dialog Box
This dialog box displays to prompt you to change the contact's status before associating an project record on the Associations tab. - Qualify Contact Dialog Box
If your enterprise uses CRM Plus and enables the Lead Qualification process in Settings, the Contacts hub includes additional features that allow you to manage the entry and qualification of contacts during the sales process. When you change a contact's status to Qualified, the Qualify Contact dialog box displays. - Activities Dialog Box
Use the Activities dialog box to add or edit activities that are entered on the Activities tab for the currently selected hub record, for the calendar, or the active report. New activities entered here are also added to your calendar and dashboard.
Parent Topic: Contacts Hub