Deltek Vantagepoint Help

Using the Help Search

Contacts Actions Bar

Use the Actions bar in the Contacts hub to edit contact information or add touchpoints for the contact.

Commonly Used Actions

Click the buttons on the Actions bar to quickly access commonly performed actions.

Field	Description
Edit	Click this button to open the Contacts form to make changes to the currently selected contact record.
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.
Qualify Contact	This option displays if your enterprise uses CRM Plus, enables the Lead Qualification process in Settings, and the contact is a New Lead. Click this option to qualify the contact if it meets your enterprise's requirements and is interested in doing business with your organization.

Other Actions

Click this menu to choose other tasks.

Field	Description
Copy	Click this option to copy the currently displayed record. If `Vantagepoint` detects possible duplicate records during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record. In most cases, copying a record with attached documents does not copy the documents to the new record.
Disqualify Contact	This option displays if your enterprise uses CRM Plus and enables the Lead Qualification process in Settings. Click this option if you decide that a contact is no longer a good candidate for a in pursuit project. This keeps the contact in the database for future use.
Revert to Lead	This option displays if your enterprise uses CRM Plus and enables the Lead Qualification process in Settings. Click this option If you decide that a qualified or disqualified contact should be changed back to a lead.
Design	If your security role gives you access, select this option to open the Screen Designer, which you can use to add tabs, grids, fields, and field properties. The Screen Designer is composed of two sections: a canvas area (on the left) that lets you view the design changes that you make to the form, and a list of tabs, fields, and properties (on the right) that can be defined and added to the screen. Click the in the upper right corner of a field or tab to remove it from the form.
Delete	Select this option 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 Report	Select this option to print the associated report directly from this form or to open a dialog box on which you can specify print options before generating the report. See Print a Hub Report for more information.

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Contacts Actions Bar

Use the Actions bar in the Contacts hub to edit contact information or add touchpoints for the contact.

Commonly Used Actions

Click the buttons on the Actions bar to quickly access commonly performed actions.

Field	Description
Edit	Click this button to open the Contacts form to make changes to the currently selected contact record.
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.
Qualify Contact	This option displays if your enterprise uses CRM Plus, enables the Lead Qualification process in Settings, and the contact is a New Lead. Click this option to qualify the contact if it meets your enterprise's requirements and is interested in doing business with your organization.

Other Actions

Click this menu to choose other tasks.

Field	Description
Copy	Click this option to copy the currently displayed record. If `Vantagepoint` detects possible duplicate records during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record. In most cases, copying a record with attached documents does not copy the documents to the new record.
Disqualify Contact	This option displays if your enterprise uses CRM Plus and enables the Lead Qualification process in Settings. Click this option if you decide that a contact is no longer a good candidate for a in pursuit project. This keeps the contact in the database for future use.
Revert to Lead	This option displays if your enterprise uses CRM Plus and enables the Lead Qualification process in Settings. Click this option If you decide that a qualified or disqualified contact should be changed back to a lead.
Design	If your security role gives you access, select this option to open the Screen Designer, which you can use to add tabs, grids, fields, and field properties. The Screen Designer is composed of two sections: a canvas area (on the left) that lets you view the design changes that you make to the form, and a list of tabs, fields, and properties (on the right) that can be defined and added to the screen. Click the in the upper right corner of a field or tab to remove it from the form.
Delete	Select this option 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 Report	Select this option to print the associated report directly from this form or to open a dialog box on which you can specify print options before generating the report. See Print a Hub Report for more information.