Actions Bar for the Estimates Form
Use the Actions bar on the Estimates form as a shortcut to actions you routinely perform using that form.
Actions
Use the options on the Actions bar to access commonly performed actions.
| 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. |
| 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. |
| Create New Proposal | Select this option to display the New Proposal dialog box and begin adding a proposal for the project. Enter the proposal's general information, including name, number, project, due date, and other details. |
| Project Settings |
Select this option to display the Project Settings dialog box. On that dialog box, you can select display options for the project search results list and the project structure. |
| 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.