Work With Records

Related Topics:

• Assign an Image to a Record
  You can upload an image (for example, a firm logo or a contact photograph) to DPS so that you can assign it to a hub record. You can also select an image from the library of images that is supplied with DPS.
• Select a Record to View or Edit
  You can search for and select a record to review or edit in the hubs.
• Add a New Record from a Lookup
  If you do not find the desired record while using a lookup, you can use the +New [record] feature to add a new record on the fly. For example, after meeting a new contact, you can enter the contact record in the Contacts hub and then use the Associations tab to add the associated firm and opportunity records on-the-fly. This allows you to enter all of a contact's information without requiring you to open three different hubs in the process.
• Copy a Record
  You can copy and modify an existing DPS record to create a new record.
• Delete a Record
  If a record is created by mistake or for some other reason you want to completely remove the record, you can delete it.
• Add an Activity to a Record
  Some of the hubs include an Activities tab that allows you to add activities to a hub record.
• Add a Touchpoint to a Record
  A touchpoint is a simple activity, such as a meeting or phone call, that occurs when you touch with a client. When working in many of the hubs, you can add touchpoints for the active record. These touchpoints will then be associated with the record on the Activities tab for that hub.
• Add Files and Links to a Record
  Some of the hubs include a Files and Links tab that allows you to upload, view, and store files that are related to the current hub record. You can also add URLs, email addresses, and links to files and graphics.
• Print a Hub Report
  You can print a report directly from a hub record. When you select the Print Report option, the Reporting dialog box displays. You can then access your favorite reports, create new reports, and view both current and archived reports.
• Use Quick Edit to Edit a Record
  You can use the Quick Edit fields to edit specific information in a record.
• 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.