Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Add a User-Defined Field to Mobile CRM

You can add user-defined fields to the Misc. tab in Mobile CRM for the Contacts, Firms, or Projects hub.

Prerequisite: The Misc. tab is the only tab in Mobile CRM in the Contacts, Firms, or Projects hubs that you can add user-defined fields to. Before you can add the user-defined fields, you must add sections to the Misc. tab for the user-defined fields. Use the Manage Mobile CRM Sections action on the Screen Designer form to add the sections. You can also change the name of the Misc. tab here.

To add a user-defined field to the Misc. tab for Mobile CRM for the Contacts, Firms, or Projects hub:

  1. In the Navigation pane in the Vantagepoint browser application, select Settings > General > Screen Designer.
  2. In the drop-down list in the title bar of the Screen Designer form, select Contacts, Firms, or Projects (a hub).
  3. On the Screen Designer form, click the tab to which you want to add a user-defined field.
  4. On the Actions bar, click Add Field.
  5. On the Add Field dialog box, select the field type and caption, and click Continue.
    User-defined fields that you assign a field type of Date/Time or Phone cannot be added to Mobile CRM.
  6. On the Field Settings dialog box, complete the following:
    1. In the Default Value field, enter a default value to prefill for the field, which users can override.
    2. In the Mobile CRM Section field, select the section of the Misc. tab in Mobile CRM to add the user-defined field to.
      This field does not display if you selected Date/Time or Phone in the Field Type field on the Add Field dialog box.
    3. To add the sections in the drop-down list in the Mobile CRM Section field, use the Manage Mobile CRM Sections action on the Screen Designer form.
    4. Click Continue.
  7. On the Actions bar on the Screen Designer form, click Save.