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

Select a Record to View or Edit

You can view or edit an existing hub record.

To select a record to review or edit:

  1. In the Navigation pane, select a hub.
  2. Do one of the following:
    • In the Find [record] lookup field at the top of a hub form, enter a partial or complete name or number to find and select an existing record or a list of contact records that you want to view or edit.
      Note: Some hub, application, and setting forms provide an Active Only toggle. Use this toggle to filter the record results for active records only.
    • To the right of the Find [record] lookup field, click the on the Search Navigation Control () to display the Saved Searches pane (left) and the Record Selection pane (right).

      To locate records, use either a pre-defined search or create a new search to search for a record. The search results appear in the Records Selection pane. Select the hub record checkbox that you want to view or edit, or enter the name of the hub record directly in the in the Find in the list.... field.

      For more information, see Search for a hub record.

For more detailed information on creating and using searches, see the Search Vantagepoint and Use Search Navigation Controls to Filter Records help topics.