Contacts Actions Bar
Use the Actions bar in the Contacts hub to edit contact information or add touchpoints for the contact.
Actions
Use the options on the Actions bar to quickly access commonly performed actions.
| Field | Description |
|---|---|
| Add Touchpoint | Select this option to add a touchpoint (a simple activity such as a meeting or a phone call) for the currently displayed record. |
Other Actions
Click this menu to perform other tasks.
| Field | Description |
|---|---|
| Find Field | On the
Actions bar or
Other Actions menu, select this option to quickly search for any field name or database column identifier on a hub form and its tabs. The field names are the actual names that display on a hub form and its tabs. The field identifiers are the database column names for each field, which can include grids, lookups, calendars, and other selection lists.
In the
Find Field, enter a partial or complete name or number and click
When multiple matches are found, click
For more information, see Find a Field on a Hub Form. |
| Copy | Select this option to copy the current record; you can then modify the copy to create a record of the same type (such as a project or employee record). Be sure to specify a unique name for the new record. When you copy a record with attached documents, Vantagepoint does not copy the documents to the new record. |
| Disqualify | Select this option to display the Disqualify Contact dialog box. Select an option from the Status Reason drop-down list and click Disqualify. |
| Revert to Lead | Select this option when you want to revert a qualified contact back to a lead. On the confirmation box, click the Revert to Lead button to complete the action. Leads cannot be linked to Firm or Project records. All associations will be lost if this contact is reverted to a lead. |
| Design | If your security role gives you access, select this option to open the Screen Designer, which you can use to add tabs, grids, fields, and field properties. The Screen Designer is composed of two sections: a canvas area (on the left) that enables you to view the design changes that you make to the form, and a list of tabs, fields, and properties (on the right) that can be defined and added to the screen. Click the
 in the upper-right corner of a field or tab to remove it from the form.
|
| Delete | Select this option to delete the current record. When you delete a record, you permanently remove it from the database. The deletion cannot be undone. Verify that the record is no longer in use before you delete it. |
| Select this option to display the Print Options menu. Depending on which option you select, Vantagepoint displays either the Reporting dialog box or the search dialog box. You can then specify the record or record selection to be included in the report before generating and printing the report. See Select a Print Option to Print Records for a Report for more information. |
to return all available fields. The number of matches found displays below the Find Field Caption/ID search field. For example, Files Found: 5 indicates that 5 associated fields were located.
or
to page through the results on the hub forms and tabs. As you page through the field results, the hub form locates and then highlights either a specific form field or the grid, lookup, or drop-down list that contains the specified field record.
