Screens

You work with dialog boxes to complete Desktop Integration tasks.

Related Topics:

  • Contact Summary Dialog Box
    Use the Contact Summary dialog box in Outlook to view a contact's current Vision activities, projects, proposals, and associations.
  • Deltek Vision - Activity Dialog Box
    Use the Deltek Vision - Activity dialog box to enter activity information. The activity information is saved in the Activity Manager application.
  • Deltek Vision - Create Client Dialog Box
    Use the Deltek Vision - Create Client dialog box to enter, modify, or review a client's name and address information, Internet Web site address, important notes, and client type and status information. This information is saved in the Client Info Center.
  • Deltek Vision - Create New Contact Dialog Box
    Use the Deltek Vision - Create New Contact dialog box to enter a contact's name and address information, email address, important notes, and associated client name, if applicable. This information is saved in the Contact Info Center.
  • Deltek Vision - Create Lead Dialog Box
    Use the Deltek Vision - Create Lead dialog box to enter, modify, or review a lead's name and address information, Web address, important notes, client type and status information. This information is saved in the Lead Info Center.
Parent Topic: Desktop Integration Overview