Work With Records
While using the hubs you can enter new Vantagepoint records or review and update existing records.
Video
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Learn what hubs are, how to enter data into hubs manually, and how to quickly find or add a record to a hub. The video also introduces the import process, which automates the data entry process. |
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- Select a Record to View or Edit
You can view or edit an existing hub record. - Add a New Record from a Lookup
If you do not find the record that you want while using a lookup, you can create a new record from your current location in the hubs. - Copy a Record
You can copy and modify an existing Vantagepoint record to create a new record. - Use Quick Edit to Edit a Record
You can use the Quick Edit fields to edit specific information in a record. - Delete a Record
If a record is created by mistake or for some other reason you want to completely remove the record, you can delete it. - Add an Activity to a Record
Some hubs include an Activities tab that allows you to add activities to a hub record. - Add a Touchpoint to a Record
A touchpoint is a simple activity, such as a meeting or phone call, that occurs when you get in touch with a client. In many hubs, you can add touchpoints for the active record. These touchpoints are then associated with the record on the Activities tab for that hub. - Assign an Image to a Record
You can upload an image (for example, a firm logo or a contact photograph) to Vantagepoint so that you can assign it to a hub record. You can also select an image from the library of images that is supplied with Vantagepoint. - Add Files and Links to a Record
Some of the hubs include a Files and Links tab that you use to upload, view, and store files that are related to the current hub record. You can also add URLs, email addresses, and links to files and graphics. - Print a Hub Report
You can print a report directly from a hub record. - Use List View
You can view a record in either detail view or list view. Detail view displays a single record and is the default view when you initially open records in many application areas. List view presents fields in columns in a grid, rather than on separate tabs, so that you can view multiple records at the same time and quickly evaluate record data.
Parent Topic: How to...