Contacts Form

Use the Contacts form and its tabs to enter, view, and edit information for each contact that your company or enterprise wants to track.

Videos: See related videos below

Contents

Field	Description
Search	Use the search field above the contact name to search for and select the contact that you want to review or edit. To refine the results set, click the search filter drop-down arrow and select a standard, legacy, personal, or shared search: Active: Display a list of active contacts. All: Display a list of all contacts (both active and inactive). Mine: Display a list of contacts that have a status of active and on which you are a member of the team. Active Leads: Display a list of contacts that have a qualification status of New Lead and a status of active. Qualified: Display a list of contacts that have a qualification status of Qualified and a status of active. My Searches : Display a list of contacts that are not shared with others. Click the icon to display the Edit Search dialog box. You can then update your personal search for future use. Shared Searches: Display a list of contacts shared with other team members or roles. Click the icon to display the Edit Search dialog box. You can then update the shared search for future use. SQL Where Clause Searches: Display a list of contacts based on SQL Where Clause query statements and advanced search settings. These complex searches locate records across multiple hubs, applications, or databases. You must have the appropriate security role access to use this advanced search functionality. Legacy searches, which are based on saved searches from previous versions of the application or legacy systems, display as SQL Where Clause searches. + New Search: Select this link to create a new search for projects. Use both basic and advanced search features on the New Search dialog box to refine search criteria. Use Advanced Search to search by all available Contacts hub grids and fields (including, standard and user-defined grids), based upon your field level security. The Add a Field drop-down includes all standard and user-defined grid fields associated with the hub or application. You can type part of the field name to find it or use the drop-down to locate the desired field. Fields in grids are organized under the grid name in bold. For example, when you select Projects, a list of all grid fields associated with Projects hub is displayed. For information about creating and using searches, see the Search Vantagepoint help topics. If a contact is inactive or not qualified, the search results lists displays different icons to indicate the status. You can hover over the icon/indicator to display the status. See the following topic for additional information: Contact Status and Qualification Indicators
x of x	Use these arrow icons to scroll through the records in the search results and display a different record to display on the form. The numbers indicate which record you are viewing out of the total number of records in the search results.
+ Add Contact	Click this option to open the Contact form and add a new contact record. This option is available if your security role has the access rights required for adding records.
Name	After you add a new contact record, the contact's name displays above the tabs. To edit the name, click next to the Name field on the Overview tab and use the Name dialog box to edit as needed.
Title	After you add a new contact record, the contact's job title displays just below their name.
Last modified by	These fields, located below the contact's name, display the date the contact information was last changed and the name of the person who made the changes, unless the user ID is not mapped to a user name, in which case only the user ID displays.
	Click the Switch to List View icon to see the list view of the form. In this view, fields are displayed in columns in one grid on the form rather than on separate tabs. Records are displayed in each row in the grid. This makes it easy to compare and update multiple records at one time because you do not have to open individual records. To add, remove, or change the order of the columns in the grid, click to the right of the grid and use the Select Columns dialog box. For information about selecting columns, see Select Columns for a Grid. For more information about working in list view, see Use List View.
	After you have switched to list view, click the Switch to Detail View icon to see the detailed view of the form. Detail view is the view that displays by default when you open a form for the first time; thereafter, the view that was active when you closed the application will display the next time that you display the form. In detail view, all fields are displayed on tabs on the form. The detail view is the one that is described in help topics in the Help system.

Videos

Title	Description
Hub Navigation Tips and Tricks	Learn tips for successfully navigating hubs, including how to add a hub record, use list view (select columns and use filters), and perform a simple search. The video also discusses hierarchies.
Use Hubs for CRM	Learn about the hubs used by CRM users, and how to enter data into hubs manually, import data from outside sources, and quickly find or add a record.
Lead Qualification	Learn how to search for, create, qualify, and disqualify leads.