Contacts Form

Use the Contacts form and its tabs to enter, view, and edit information for each contact that your company or enterprise wants to track.

Contents

Field	Description
Find contact	At the top of the Contacts form, enter a partial or complete name or number in the Find contact lookup field to find and select an existing contact record that you want to view or edit. Your current record selection will be preserved even if you switch from one Hub to another. For example, if you are working in the Project hub and then switch from that hub to another, when you return to the Projects hub, your current project record selection is still available. For information about creating and using searches, see the Search Vantagepoint help topics.
Search Navigation Controls	The Search Navigation Controls display to the right of the Find lookup field at the top of most Vantagepoint hub and application forms. Use these controls and their related components to quickly locate a saved search, create ad hoc or new searches, page through records, find and select multiple hub records, and view selected hub or application records in either () List View or () Detail View. On the Saved Search control (), click to display the Saved Searches (left) pane and Record Selection (right) pane. Most search types include standard, personal (My Searches), shared, and complex searches, as well as an ad hoc search Selection. Available saved searches vary, depending on the active hub or application form. For more information about Search Navigation Controls, see Search Quick Reference, Components of a Search, and Use Search Navigation Controls to Filter and Refine Records.
Saved Searches List	To filter the list of contacts, select one of the following search types: Quick Find: Use this field to locate a specific search or group of searches in a long list of searches. Enter one or more characters in this field and then pause to allow time for the results set to refresh. The records returned for the search are listed in the Records Selection pane. Selection: If available, this ad hoc search appears in the Saved Search control and also in the Saved Searches list. This type of search is based on an existing search in the Saved Searches list and, typically, comprises a portion of all the available hub or application records that were included in the saved search. Use this type of search to quickly view a specific subset of records for a standard search. Only one ad hoc Selection is available at any given time and will remain unchanged until you either update it or create a new ad hoc search. For more information, see Select Hub Records for an Ad Hoc Search and Edit an Ad Hoc Search Selection. Active: Display a list of active contacts. All: Display a list of all contacts (both active and inactive). Mine: Display a list of contacts that have a status of active and on which you are a member of the team. Active Leads: Display a list of contacts that have a qualification status of New Lead and a status of active. Qualified: Display a list of contacts that have a qualification status of Qualified and a status of active. My Searches : Display a list of contacts that are not shared with others. Click the icon to display the Edit Search dialog box. You can then update your personal search for future use. Shared Searches: Display a list of contacts shared with other team members or roles. Click the icon to display the Edit Search dialog box. You can then update the shared search for future use. SQL Where Clause Searches: Display a list of contacts based on SQL Where Clause query statements and advanced search settings. These complex searches locate records across multiple hubs, applications, or databases. You must have the appropriate security role access to use this advanced search functionality. Legacy searches, which are based on saved searches from previous versions of the application or legacy systems, display as SQL Where Clause searches. + New Search: Select this link to create a new search for contacts. Use both basic and advanced search features on the New Search dialog box to refine search criteria. Use Advanced Search to search by all available Contacts hub grids and fields (including, standard and user-defined grids), based upon your field level security. The Add a Field drop-down includes all standard and user-defined grid fields associated with the hub or application. You can type part of the field name to find it or use the drop-down to locate the desired field. Fields in grids are organized under the grid name in bold. For example, when you select Projects, a list of all grid fields associated with Projects hub is displayed. For information about creating and using searches, see the Search Vantagepoint help topics. If a contact is inactive or not qualified, the search results lists displays different icons to indicate the status. You can hover over the icon/indicator to display the status. See the following topic for additional information: Contact Status and Qualification Indicators
x of x	Use these arrow icons to scroll through the records in the search results and display a different record on the form. The numbers indicate which record you are viewing out of the total number of records in the search results.
	Click the Switch to List View icon to see the list view of the form. In this view, fields are displayed in columns in one grid on the form rather than on separate tabs. Records are displayed in each row in the grid. This makes it easy to compare and update multiple records at one time because you do not have to open individual records. To add, remove, or change the order of the columns in the grid, click to the right of the grid and use the Select Columns dialog box. For information about selecting columns, see Select Columns for a Grid. For more information about working in list view, see Use List View.
	After you have switched to list view, click the Switch to Detail View icon to see the detailed view of the form. Detail view is the view that displays by default when you open a form for the first time; thereafter, the view that was active when you closed the application will display the next time that you display the form. In detail view, all fields are displayed on tabs on the form. The detail view is the one that is described in help topics in the Help system.
+ Add Contact	Click this option to open the Contact form and add a new contact record. This option is available if your security role has the access rights required for adding records.
Name	After you add a new contact record, the contact's name displays above the tabs. To edit the name, click next to the Name field on the Overview tab and use the Name dialog box to edit as needed.
Title	After you add a new contact record, the contact's job title displays just below their name.
Last modified by	These fields, located below the contact's name, display the date the contact information was last changed and the name of the person who made the changes, unless the user ID is not mapped to a user name, in which case only the user ID displays.