Search found 60 matches

by Karen Sigel
Tue Aug 15, 2017 10:22 am
Forum: General
Topic: SF330 Section E Issues
Replies: 1
Views: 328

Re: SF330 Section E Issues

Hi, Ashley. You need to select the category you want to use in 330 Preferences. Click on "Edit," then "Preferences" in the menu bar at the top of the module window, then about 2/3 of the way down the dialog box to the right of "Brief Project Description," select the for...
by Karen Sigel
Wed Aug 09, 2017 10:33 am
Forum: Job Postings
Topic: Proposal Coordinator in York, PA
Replies: 0
Views: 99

Proposal Coordinator in York, PA

BH is hiring! We're seeking a Proposal Coordinator with 1-3 years of experience in the architecture/engineering industry in our York, PA office. For more information and to apply, visit: http://bucharthorn.com/job-opportunities/proposal-coordinator
by Karen Sigel
Wed Feb 04, 2015 11:36 am
Forum: CRM & Proposals
Topic: Avery 5160 Merge Template
Replies: 3
Views: 750

Re: Avery 5160 Merge Template

If you select all the records you want, use list view and display the columns you need, the export should only take a minutes. The Word mail merge can go fast or slow, depending, but you can set up the labels the way you need them each time, so there's that. It's how I've always done labels (even ba...
by Karen Sigel
Wed Feb 04, 2015 10:51 am
Forum: CRM & Proposals
Topic: Avery 5160 Merge Template
Replies: 3
Views: 750

Re: Avery 5160 Merge Template

Yeah, I've never gotten those reports to line up correctly either. I'm not sure a Vision template would be your best solution, though. An export to Excel and then using a Word mail merge to create the labels might be easier, even though it may seem like more steps. What version of Vision are you usi...
by Karen Sigel
Wed Oct 16, 2013 8:31 am
Forum: CRM & Proposals
Topic: Merge Clients
Replies: 4
Views: 1468

Re: Merge Clients

If you have different security roles set up, you can easily change the access rights for folks outside the marketing group, but if anyone and everyone can add clients now, you'll need to explain the change. (Maybe "in preparation for our conversion to Vision's accounting system....") Once ...
by Karen Sigel
Fri Oct 11, 2013 9:03 am
Forum: CRM & Proposals
Topic: Merge Clients
Replies: 4
Views: 1468

Re: Merge Clients

We had the same problem a few years ago and went through a lengthy process to deal with it. (Assuming you have security access) you can use the Key Conversion utility (Navigation/Utilities/Key Conversions/[Info Center]), which will do pretty much what you're talking about. In the case of clients or ...
by Karen Sigel
Wed Aug 14, 2013 11:28 am
Forum: CRM & Proposals
Topic: Resume Template - Seminars and Certifications
Replies: 1
Views: 824

Re: Resume Template - Seminars and Certifications

Because these are custom fields, you have to create the merge codes yourself. It's a little complicated, but not too hard. I've attached Deltek's guidelines. You can also find limited help in Vision's own help files under "Example of User-Defined Tab Fields on a Modified SF254 or 255 Template&q...
by Karen Sigel
Mon Jun 03, 2013 9:58 am
Forum: General
Topic: Deltek 7 Search
Replies: 3
Views: 673

Re: Deltek 7 Search

I'm not sure security is the answer here. I know exactly what you mean; we used the search function in reports a lot to export to Excel in usable fashion. The reports are different because the reporting engine changed from Actuate to SQL Reporting. It might help if you explained how you used that fu...
by Karen Sigel
Wed Feb 20, 2013 11:51 am
Forum: CRM & Proposals
Topic: CRM Custom Proposal Graphics Issues
Replies: 5
Views: 2013

Re: CRM Custom Proposal Graphics Issues

Hmmm. You've stumped me, but it sure looks like a security issue. Do you have: a) access to Deltek Support, or b) an I.T. department that could take a look? Unless someone else on the forum has a better grasp of the technical end, I'm left with the basics: what version of Internet Explorer are you u...
by Karen Sigel
Wed Feb 20, 2013 10:50 am
Forum: CRM & Proposals
Topic: CRM Custom Proposal Graphics Issues
Replies: 5
Views: 2013

Re: CRM Custom Proposal Graphics Issues

Sarah- You're right, there aren't many of us using the Proposals module, but my firm has been using it to create our resumes and project sheets since the very earliest legacy versions (1990 or so), so you've found a kindred spirit. It's a huge undertaking to start from scratch, so if you're 90% ther...

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