Common Tasks

Related Topics:

• Searching for Records
  To locate records in DPS, you can type search characters in the search field, select a standard search filter or a saved custom search, or create a new custom search.
• Importing Records from .CSV Files
  If you have access to the Import and Export utilities, you can run an import process that adds multiple records from .CSV (comma-separated values) files into DPS. This allows you to quickly add multiple records into the application.
• Export Records from the List View
  In List View in a hub, you can export all the hub records in the grid to a .CSV (comma-separated values) file and print reports as needed.
• Use the Actions Bar
  Use the Actions bar in the upper-right corner of various DPS pages to perform actions that apply to the current page. For example, you can edit or copy the current record, or add a touchpoint.
• Use List View
  You can view a record in either detail view or list view. Detail view displays a single record and is the default view that displays when you initially open records in certain sections of the application. In list view, a compilation of fields are displayed in columns in a grid rather than on separate tabs, which allows you to view multiple records at one time and evaluate record data quickly.
• Working with Grids
  Much of the information for DPS is entered and displayed in grids on various forms. For example, when you enter a new opportunity for a contact, you add it to a grid that also contains all of the previously entered opportunities for the contact record.
• Save Your Work
  There are different methods for saving your work; in some cases, you click a save icon or Action menu item, and in others, DPS saves your work automatically.