Procedures
After you configure Microsoft Office Integration, you can complete a number of Vision tasks from your desktop.
Related Topics:
- Create an Activity from Your Desktop
You can use Vision Desktop Integration to create and save a new Vision activity from your Windows® desktop. - Create a
Client from Your Desktop
You can use Vision Desktop Integration to create and save a new Vision client from your Windows® desktop. - Create a Contact from Your Desktop
You can use Vision Desktop Integration to create and save a new Vision contact from your Windows® desktop. - Create a Lead from Your Desktop
You can use Vision Desktop Integration to create and save a new Vision lead from your Windows® desktop. - Launch Deltek
Vision from Your Desktop
You can use Desktop Integration to launch Vision from your Windows® desktop. - Search Deltek
Vision from Your Desktop
You can use Desktop Integration to search Info Center records for matching text. - Display About... Information for Microsoft Office Integration
You can view Microsoft Office Integration version and system information from your Windows® desktop.
Parent Topic: Desktop Integration Overview