Work With Records
While using the hubs you can enter new Vantagepoint records or review and update existing records.
Video
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Learn what hubs are, how to enter data into hubs manually, and how to quickly find or add a record to a hub. The video also introduces the import process, which automates the data entry process. |
- Related Topics:
- Select a Record to View or Edit
You can view or edit an existing hub record. - Add a New Record from a Lookup
If you do not find the record that you want while using a lookup, you can create a new record from your current location in the hubs. - Copy a Record
You can copy and modify an existing Vantagepoint record to create a new record. - Edit Hub Records
You can edit specific information in a record. - See Who Is Editing or Viewing a Record
When you open a record in Vantagepoint, you can quickly assess who is editing or view a record. You can also use these icons to communicate with the other employee either by sending an email or initiating a chat. - Delete a Record
If you want to delete a record, because you created it by mistake or for some other reason, you can do so at any time. - Add an Activity to a Record
Some hubs include an Activities tab that allows you to add activities to a hub record. - Add a Touchpoint to a Record
A touchpoint is a simple activity, such as a meeting or phone call, that occurs when you get in touch with a client. In many hubs, you can add touchpoints for the active record. These touchpoints are then associated with the record on the Activities tab for that hub. - Assign an Image to a Record
You can upload an image (for example, a firm logo or a contact photograph) to Vantagepoint so that you can assign it to a hub record. You can also select an image from the library of images that is supplied with Vantagepoint. - Add Files and Links to a Record
Some of the hubs include a Files and Links tab that you use to upload, view, and store files that are related to the current hub record. You can also add URLs, email addresses, and links to files and graphics. - Export Data to a Comma-Separated Values (CSV) File
You can export data from a grid to a comma-separated values (CSV) file. - Print a Hub Report
You can print a report directly from a hub record when you are working in list view or detail view. - Select a Print Option to Print Records for a Report
You can select records that you want to print on reports using the Print Options menu on the Other Actions bar, which is available on all hub forms and some application forms in Vantagepoint. - Use List View
You can view a record in detail view or list view. Use detail view to see information for a single record displayed on one or more tabs of a form. Use list view to display fields in columns in a grid, so that you can view multiple records at the same time and quickly evaluate your data.
Parent Topic: How to...