Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Defaults Tab of My Preferences Dialog Box

Use the Defaults tab of the My Preferences dialog box to specify defaults for qualifying contacts and for the country that displays when you create a new record in the Firms, Contacts, or Projects hubs.

Contents

Field Description
Default Qualified Status This option displays if you use CRM Plus and the Lead Qualification process is enabled in Settings. Use this option to specify the default value for the Qualified Status when a new contact is created in the Contacts hub. Options include:
  • New Lead: Select this option for all new contacts to be created with a qualified status of New Lead. This indicates that the contact is in the "lead" phase without any associated firm or other records. As you work with the contact and your relationship evolves through the lead qualification process, you can change the contact's status in the Contacts hub to Qualified Contact. Business developers are likely to select New Lead as the default.
  • Qualified Contact: Select this option for all new contacts to be created as qualified contacts. This option is selected by default and allows you to bypass the qualification process if your role does not typically work with prospects.
View Leads in Contact Fields This option displays if you use CRM Plus and the Lead Qualification process is enabled in Settings. Select this check box to include leads in all contact lookups. If this option is not selected, leads are hidden from the user in those areas.
Default Country When you create a new firm, contact, or project record, the default country that you select in this field is used as long as there is no other place from which to draw the information. You can override this default in other areas of the application. For example, if you specify a country for a project that you create in the Projects hub, that country overrides the default that you enter here.