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

Firms Actions Bar

Use options on the Actions bar of the Firms form to copy or export firm information or add touchpoints for the firm.

Actions

Click this menu to perform tasks related to the firm.

Field Description
Copy Click this option to copy the currently displayed firm record to create a new firm record. The information from the copied firm record prefills in the fields for the new firm record. Edit the prefilled fields as needed.
Add Touchpoint Select this option to add a touchpoint (a simple activity such as a meeting or a phone call) for the currently displayed record.
Design If your security role gives you access, select this option to open the Screen Designer, which you can use to add tabs, grids, fields, and field properties. The Screen Designer is composed of two sections: a canvas area (on the left) that lets you view the design changes that you make to the form, and a list of tabs, fields, and properties (on the right) that can be defined and added to the screen. Click the in the upper right corner of a field or tab to remove it from the form.
Delete Select this option to delete the current record. When you delete a record, you permanently remove it from the database. The deletion cannot be undone. Verify that the record is no longer in use before you delete it.
Print

Select this option to display the Print Options menu. Depending on which option you select, Vantagepoint displays either the Reporting dialog box or the Search dialog box that allows you to specify the record or record selection you want to print before generating and printing the report. See Select a Print Option to Print Records for a Report.