Opportunity Info Center Toolbar

Use the toolbar options to work with opportunity records.

Contents

Field Description
Save Click this option to save your entries on the Info Center form.
New After you click this option, select one of the following:
  • Select New Opportunity to open a blank opportunity record. Use the blank record to create a new opportunity record.
  • Select Copy Current Opportunity to copy the current opportunity record to a new record. You can then edit the copied record to create a new opportunity record.
  • Select Select Opportunity to Copy to open the Opportunity lookup and select a opportunity record to copy. You can then edit the copied record to create a new opportunity record.
  • Select Create Kona Space to create a new Kona space for the currently displayed opportunity, with you as the space owner, and link the opportunity to that space. The Kona space name (the opportunity name) displays in the Kona Space field on the General tab, and the space displays below that field. Employees listed on the Team tab for the opportunity are automatically invited to join the Kona space.

    The Create Kona Space option is only available if Vision is configured to integrate with Kona Business on the Miscellaneous tab of the General System Settings form, your Kona log on credentials for the Kona Business account are entered on the Misc tab on the User Options dialog box, and the opportunity is not already linked to a Kona space.

Delete Click this option to delete an Info Center record.
Print After you click this option, select one of the following:
  • Select Print Current Opportunity to print the current opportunity record.
  • Select Print Active Group to print all opportunity records currently active in the Opportunity Info Center.
  • Select Select Opportunity to Print to select the opportunity records that you want to print.

If your firm uses the Deltek First Vision Essentials cloud version of Vision, the Print option is not available. You can preview reports onscreen and then print the reports from the Preview window.

Merge After you click this option, select one of the following:
  • Select Merge Current Opportunity to merge data from the current opportunity record.
  • Select Merge Active Group to merge data from all opportunity records currently active in the Opportunity Info Center.
  • Select Select Opportunity to Merge to open the Opportunity lookup and select the records that you want to include in the merge.
Email After you click this option, select Email Template to open the Send Email dialog box and select a template to use for the email message.
Photo After you click this option, select one of the following:
  • Select Update to open the Photo Upload dialog box and add a photo to an opportunity record.
  • Select Clear to remove the current photo from an opportunity record.
Detail View/List View Either the Detail View or the List View option (but not both) displays on the toolbar.
  • List View — This option displays when you have the Detail View of the Info Center form open. Click this option to change to the List View and display the information in a grid format on the form. The fields for each record are displayed in columns in a grid rather than on separate tabs. In the grid, you can display one or more Info Center records at a time. You can add, remove, or change the order of the columns in the grid by clicking the Select Fields option on the grid toolbar.
  • Detail View — This option displays when you have the List View of the Info Center form open. Click this option to change to the Detail View and display the information on tabs on the form. This is the default view that displays when you open this Info Center. Detail View is the view that is described in help topics.

The Info Center records that you select on the Standard Lookup or the Advanced Lookup in the Search field on the Info Center form display in the List View and Detail View.

Help Click this option to display the online help.