Dialog Boxes for Working With Records
Use dialog boxes to complete tasks related to working with records, including adding and editing records and their associated descriptions, selecting images to include in records, and editing resumes.
- Related Topics:
- Add Hub Record Dialog Box
Use the Add Hub Record dialog box to select one or more hub records to add to the proposal at the same time. Vantagepoint populates the proposals form with the record information. You can then use the Proposal Builder to insert other elements, such as text and images. - Manage Records
The Manage Records dialog box lists the records that are included in the proposal and you can use it to add and/or remove records from the proposal. You can access this dialog box only when the proposal is in edit mode. - Choose Image Dialog Box
When you add hub records to a proposal, you can insert placeholders for one or more images in a given record. You can then insert graphics from the Links grid, Files grid, or your local computer to upload them into the proposal. - Change Record Dialog Box
Use this dialog box to change a hub record on a proposal. This is useful when there are multiple records on the proposal and you need to change only a single record. - Edit Description Dialog Box
Use this dialog box to edit description text for individual project records or to edit all project descriptions at once. - Edit Resume Text Dialog Box
Use this dialog box to edit resume text for individual employees or to edit all resumes at once.
Parent Topic: Fields and Options