How to...

As you use Deltek CRM, you will perform some basic tasks that are necessary regardless of the area of the product that you are working in.

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  • Log In to Deltek CRM
    Each time you want to use Deltek CRM, you must enter a valid user ID and password.
  • Log Out of Deltek CRM
    When you are through working in Deltek CRM, you should log out.
  • Change Your Password
    Use the Change Password dialog box to change your Deltek CRM password or, if you currently do not have a password, to start using a password to log in to Deltek CRM.
  • Replace a Forgotten Password
    If you forget your password for logging in to Deltek CRM, you can replace it with a new password from the login page.
  • Retrieve a Forgotten User ID
    If you forget your user ID for logging in to Deltek CRM, you can retrieve it from the login page.
  • Resize Grid Sections and Columns
    Some grids are divided into two or more separately scrollable sections. You can resize a section if, for example, you want to see more columns in one of the sections without scrolling. In some grids, you can also change the width of individual columns.
  • Set Date and Number Formats
    Use the My Settings dialog box to set the formats for dates and numeric fields.
  • Enable or Disable Usage Tracking
    Use the Usage Tracking dialog box to enable usage tracking. When this option is enabled, Deltek CRM high-level use statistics, such as the number of times that the application is launched and the number of sessions, are gathered and sent to Deltek.
  • Use a Custom Search
    If the standard saved searches for locating and selecting records are not satisfactory, you can create custom searches. When you create a custom search, you have the option to save it so you can use it in the future without having to specify the search parameters again.
  • Edit or Delete a Saved Custom Search
    You can make changes to a saved custom search that you added, and you can delete custom searches that you no longer need. However, you cannot change or delete the Deltek CRM standard searches.
  • Edit a Saved Custom Search and Save It As a New Search
    You can create a new saved custom search by making changes to an existing saved search and saving it with a different search name.
  • Save Your Work
    In some cases, you click a save icon or button to save your work, and in others, Deltek CRM saves your work automatically.
  • Use Drop-Down Lists and Lookups to Enter Data
    When you enter data in Deltek CRM, you often can display a drop-down list or a lookup dialog box and select the value you want to enter in the field or grid column.
  • Assign an Image to a Record
    You can upload an image (for example, a company logo or a contact photograph) to Deltek CRM so that you can assign it to an opportunity, company, contact, or employee, or you can select an image from the library of images supplied with Deltek CRM. If you do not assign an image, Deltek CRM uses a default image.
  • View Tooltips
    In many cases, you can display tooltips, small text boxes that contain additional information, both for user interface objects (for example, buttons and toolbar icons) and for data (status indicators, data points on dashparts and charts, and so on).
  • Display Help Topics
    Click on the Deltek CRM toolbar or in a dialog box to access help topics.
  • Display Deltek CRM Version and Database Name
    Click on the Deltek CRM toolbar to display the Deltek CRM version number, the database you are connected to, and the user ID you logged in with. Additional information provided includes the Kona Business URL and GovWin IQ URL, if applicable, and software licensing and copyright information.
  • Use Deltek CRM on a Tablet
    When you access Deltek CRM on a tablet, the appearance is much the same as on a laptop computer. However, primarily because of the absence of a mouse and the smaller screen size, how you interact with Deltek CRM on a tablet differs somewhat from how you interact with it on a laptop.
Parent Topic: The Basics