Use the toolbar options to work with lead records.
Contents
Field
Description
Save
Click this option to save your entries on the Info Center form.
New
After you click this option, select one of the following:
Select
New Lead to open a blank lead record. Use the blank record to create a new lead record.
Select
Copy Current Lead to copy the current lead record to a new record. You can then edit the copied record to create a new lead record.
Select
Select Lead to Copy to open the Lead Lookup and select a lead record to copy. You can then edit the copied record to create a new lead record.
Delete
Click this option to delete an Info Center record.
Convert
After you click this option, select one of the following:
Select
Convert Current Lead to convert the current lead record.
Select
Convert Active Group to convert all lead records currently active in the Lead Info Center.
Select
Select Leads to Convert to open the Lead Lookup and select a lead record to convert.
Print
After you click this option, select one of the following:
Select
Print Current Lead to print the current lead record.
Select
Print Active Group to print all lead records currently active in the Lead Info Center.
Select
Select Lead to Print to select the lead records that you want to print.
If your firm uses the Deltek First Vision Essentials cloud version of Vision, the
Print option is not available. You can preview reports onscreen and then print the reports from the Preview window.
Merge
After you click this option, select one of the following:
Select
Merge Current Lead to merge data from the current lead record.
Select
Merge Active Group to merge data from all lead records currently active in the Lead Info Center.
Select
Select Lead to Merge to open the Lead Lookup and select the records you want to include in the merge.
Email
After you click this option, select one of the following:
Select
Email Current Lead to send a broadcast email message to the current lead.
Select
Email Active Group to send a broadcast email message to all leads currently active in the Lead Info Center.
Select
Select Lead to Email to open the Lead Lookup and select the leads to whom you want to send a broadcast email message.
Select
Email Template to open the Send Email dialog box and select a template to use for the email.
Detail View/List View
Either the
Detail View or the
List View option (but not both) displays on the toolbar.
List View — This option displays when you have the Detail View of the Info Center form open. Click this option to change to the List View and display the information in a grid format on the form. The fields for each record are displayed in columns in a grid rather than on separate tabs. In the grid, you can display one or more Info Center records at a time. You can add, remove, or change the order of the columns in the grid by clicking the
Select Fields option on the grid toolbar.
Detail View — This option displays when you have the List View of the Info Center form open. Click this option to change to the Detail View and display the information on tabs on the form. This is the default view that displays when you open this Info Center. Detail View is the view that is described in help topics.
The Info Center records that you select on the Standard Lookup or the Advanced Lookup in the
Search field on the Info Center form display in the List View and Detail View.
Save
New
Delete
Convert
Print
Merge
Email
Detail View/List View
Help