Firms Actions Bar

Use options on the Actions bar of the Firms form to copy or export firm information or to add touchpoints for the firm.

Actions

Click this menu to perform tasks related to the firm.

Field	Description
Find Field	Select this action 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 to return all available fields. The number of matches found displays below the search field. When multiple matches are found, click or to page through the results on the form and its tabs. As you page through the field results, the hub form highlights a specific form field or the grid, lookup, or drop-down list that contains the specified field record. For more information, see Find a Field on a Hub Form.
Copy	Select this action to copy the current record. You can then modify the copy to create a record of the same type, such as a project record or employee record. You must specify a unique name for the new record. When you copy a record with attached documents, those documents are not copied to the new record. Screen Designer Copy Property for User-Defined Hubs You can choose to opt in to this feature for the `Vantagepoint` 7.2 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all `Vantagepoint` users in a future release. For more information, see Opt-In Feature Overview. If you enable the Screen Designer Copy Property opt-in feature in Settings > General > Opt-in Features: When you copy a user-defined hub record, you can configure the copy setting of fields and grids so that the existing values or the default values are applied to the new record. You specify this setting in the Copy field property of the field/grid in the Field/Grid Properties pane in Screen Designer. The Copy field property is not applicable to activities, files, links, name, and number-related fields in user-defined hubs.
Add Touchpoint	Select this action to add a touchpoint, a simple activity such as a meeting or a phone call, for the current record.
Design	Select this action to open the Screen Designer, which you can use to add tabs, grids, fields, and field properties. The Screen Designer provides two sections: A canvas area (on the left) that you use to view the design changes that you make to the form A list of tabs, fields, and properties (on the right) that you can define and add to the screen Click the in a field or tab to remove it from the form.
Delete	Select this action 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.
Print	Select this action 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 you generate and print the report. For more information, see Select a Print Option to Print Records for a Report.

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Firms Actions Bar

Use options on the Actions bar of the Firms form to copy or export firm information or to add touchpoints for the firm.

Actions

Click this menu to perform tasks related to the firm.

Field	Description
Find Field	Select this action 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 to return all available fields. The number of matches found displays below the search field. When multiple matches are found, click or to page through the results on the form and its tabs. As you page through the field results, the hub form highlights a specific form field or the grid, lookup, or drop-down list that contains the specified field record. For more information, see Find a Field on a Hub Form.
Copy	Select this action to copy the current record. You can then modify the copy to create a record of the same type, such as a project record or employee record. You must specify a unique name for the new record. When you copy a record with attached documents, those documents are not copied to the new record. Screen Designer Copy Property for User-Defined Hubs You can choose to opt in to this feature for the `Vantagepoint` 7.2 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all `Vantagepoint` users in a future release. For more information, see Opt-In Feature Overview. If you enable the Screen Designer Copy Property opt-in feature in Settings > General > Opt-in Features: When you copy a user-defined hub record, you can configure the copy setting of fields and grids so that the existing values or the default values are applied to the new record. You specify this setting in the Copy field property of the field/grid in the Field/Grid Properties pane in Screen Designer. The Copy field property is not applicable to activities, files, links, name, and number-related fields in user-defined hubs.
Add Touchpoint	Select this action to add a touchpoint, a simple activity such as a meeting or a phone call, for the current record.
Design	Select this action to open the Screen Designer, which you can use to add tabs, grids, fields, and field properties. The Screen Designer provides two sections: A canvas area (on the left) that you use to view the design changes that you make to the form A list of tabs, fields, and properties (on the right) that you can define and add to the screen Click the in a field or tab to remove it from the form.
Delete	Select this action 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.
Print	Select this action 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 you generate and print the report. For more information, see Select a Print Option to Print Records for a Report.