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

Display the Mobile CRM Sections Dialog Box

This dialog box displays in Screen Designer in the browser application when you open Screen Designer for the Contacts, Firms, or Projects hub.

  1. In the Navigation pane in the browser application, open Screen Designer in one of the following ways:
    • Go to the Hubs section, select the Contacts, Firms, or Projects hub, and on the hub form, select Design from the Actions drop-down menu.
    • Go to the Settings section and select Screen Designer. In the drop-down list in the title bar of the Screen Designer form, select the Contacts, Firms, or Projects hub.
  2. Complete one of the following:
    • Open the dialog box directly from the Screen Designer form: Click Other Actions > Manage Mobile CRM Sections from the Actions bar.
    • Open the dialog box to add a section on the fly when you add a new field to a hub:
      1. On the Screen Designer form, click a hub tab to add a field to.
      2. On the Actions bar, click Add Field.
      3. On the Add Field dialog box, enter information for the new field and click Continue.
      4. On the Field Settings dialog box, click in the Mobile CRM Section field.
      5. Click + Add Section at the bottom of the drop-down list.