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 Create Section Dialog Box

Use the Create Section dialog box to add additional user-defined sections to your CRM Summary report.

The CRM module is required to access and run any type of CRM Summary report. You can create multiple user defined sections that appear in the User Defined Sections grid.

  1. From the My Stuff section on the Navigation menu, click Reporting > Reports tab.
  2. In the Reports grid, select a CRM Summary report.
    The CRM Summary reports include: Activity Summary, Boilerplate Summary, Contact Summary, CRM Project Summary, Employee Summary, Firm Summary, Marketing Campaign Summary reports.
  3. On the Report form, click Options and in the User Defined Sections, click +New Section to open the Create Section dialog box..