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

Set Up Labels and Lists

Use the Labels and Lists Setup form to set up the terminology used in the CRM application and the values that are available from drop-down lists.

Video: See related video below

Each setup form focuses on a different area.

Form Description
Summary This form shows you all of the work that you have done on the other forms.
Labels During the Activation process, you identified the primary industry in which your enterprise operates. Based on this industry choice, your Vantagepoint database was updated to use industry-specific terminology.

Now, on the Labels form, you can further customize terminology. For example, you might change the term "Employees" to "Team Members," "Associates," or "Specialists."

Lists Throughout Vantagepoint, your users make choices from drop-down lists. For example, to identify the current state of a proposal, your business development staff selects a value for the Proposal Status option.

Here, on the Lists form, you can review the values that are pre-set for these drop-down lists. (In the case of Proposal Status, for example, these values are In Progress, In Review, and Submitted.) You can change the default values to better reflect your business needs, add new values, and any remove values that you do not want.

Video

Title Description

Set Up Labels and Lists

Learn how to set up a new custom label, edit an existing label, and edit lists and their drop-down values.