How to...
In addition to creating new firm records or editing existing ones, you can review and update contacts, team members, and associations, as well as add touchpoints, You can create new firm records and edit existing ones, as well as review and update contacts, add team members, associations, and touchpoints, and create hierarchies for firm records.
Many of the procedures that you use in the hubs are similar across all hubs (for example, Copy a Record). For detailed information, see Hubs Basic Procedures.
- Related Topics:
- 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. - Add a Firm Address
You can associate one or more addresses with a firm record. When there are multiple locations entered, it is necessary to identify one address as the Primary for the firm. - Delete a Firm Address
You can delete an address that is associated with a firm. - Add a Vendor Record
When you add a firm record, you have the option to designate the firm as a Vendor type of firm. This enables a Vendor tab where you can enter additional purchasing, banking, accounting, and payment information for the record. - Create a New Firm Record when Qualifying a Contact
When a contact is interested and meets your firm's business criteria for qualification and a potential project, you have the option to create a corresponding firm record. - View the Firm Hierarchy
The Firm Hierarchy tree displays the parent-subsidiary relationships of your firms in graphical form. - Create a New Firm Hierarchy
You can create a firm hierarchy to represent, in graphical form, the parent-subsidiary relationship for firms or agencies. - Edit the Firm Hierarchy
You can edit the firms and levels in any firm hierarchy, to reflect changes in parent-subsidiary relationships between firms or agencies. - Work with Firm Information in PIM
If your enterprise has Deltek Project Information Management (PIM) and has set up the Vantagepoint integration with PIM to include the Firms hub, you can work with PIM firm information from within Vantagepoint.
Parent Topic: Firms