Deltek CRM for Vantagepoint
Full pipeline & happy clients
Free
6.5.7for iPhone, iPad and more
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Deltek CRM for Vantagepoint Screenshots
About Deltek CRM for Vantagepoint
Deltek Client Relationship Management (CRM) users have access to critical client and pursuit information from their mobile device. With the Deltek CRM for Vantagepoint mobile app, teams have instant access to pursuits, firm details, contact information and activities from anywhere, at any time. Help keep all of your team members informed and turn more pursuits into projects with access to key business development intel on the go.
Features:
• Add, update and view client and contact details
• Create and manage project pursuits (opportunities)
• Manage activities and associate them with clients, contacts and projects
• Track information unique to your business in custom fields
• One-touch tap to make a call, send an email or view an address on a map
• Maintain all CRM security access and controls through the mobile app
• Easy and secure access to the app using a 4-digit pin
To use the app:
• A Deltek Vantagepoint CRM user license is required.
• Contact your firm’s IT resource to obtain your firm-specific Deltek CRM mobile URL needed during set up. Note that this URL is different than the URL used in a browser.
Features:
• Add, update and view client and contact details
• Create and manage project pursuits (opportunities)
• Manage activities and associate them with clients, contacts and projects
• Track information unique to your business in custom fields
• One-touch tap to make a call, send an email or view an address on a map
• Maintain all CRM security access and controls through the mobile app
• Easy and secure access to the app using a 4-digit pin
To use the app:
• A Deltek Vantagepoint CRM user license is required.
• Contact your firm’s IT resource to obtain your firm-specific Deltek CRM mobile URL needed during set up. Note that this URL is different than the URL used in a browser.
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What's New in the Latest Version 6.5.7
Last updated on Mar 19, 2024
Old Versions
Enhancements
None
Defect
When your device's default language setting used unsupported languages such as Japanese or Chinese, Mobile CRM kept loading after you entered your PIN.
None
Defect
When your device's default language setting used unsupported languages such as Japanese or Chinese, Mobile CRM kept loading after you entered your PIN.
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Version History
6.5.7
Mar 19, 2024
Enhancements
None
Defect
When your device's default language setting used unsupported languages such as Japanese or Chinese, Mobile CRM kept loading after you entered your PIN.
None
Defect
When your device's default language setting used unsupported languages such as Japanese or Chinese, Mobile CRM kept loading after you entered your PIN.
6.5.6
Feb 22, 2024
Enhancements
None
Defect
Email addresses of activity attendees did not populate in the recipient field of your device’s email application.
None
Defect
Email addresses of activity attendees did not populate in the recipient field of your device’s email application.
6.5.5
Jan 24, 2024
Enhancements
None
Defect
User-defined fields for a new lead contact did not display values after you saved the record.
None
Defect
User-defined fields for a new lead contact did not display values after you saved the record.
6.5.4
Dec 15, 2023
Enhancements
None
Defect
Drop-down lists in Mobile CRM only displayed 2 lines of options instead of 3.
None
Defect
Drop-down lists in Mobile CRM only displayed 2 lines of options instead of 3.
6.5.3
Nov 7, 2023
Enhancements
None
Defect
Unable to use the latest Mobile CRM application in an iOS device (using iOS 16.7 and later).
None
Defect
Unable to use the latest Mobile CRM application in an iOS device (using iOS 16.7 and later).
6.5.2
Oct 26, 2023
Enhancements
None
Defect
You are still prompted to create a project before qualifying a lead contact even though you don’t have access to Projects hub.
None
Defect
You are still prompted to create a project before qualifying a lead contact even though you don’t have access to Projects hub.
6.5.1
Oct 6, 2023
Enhancements
• Marketing Campaign Field in Activities in Mobile CRM
• End Active Mobile Session when Password or Security Role has been Updated
Defects
• Using a different mobile server URL pattern than the default pattern incorrectly automatically appended /touch/crm
• You were not able to log in the Mobile CRM application when you re-entered a Microsoft Authenticator code after its expiry date
• Marketing Campaign Field in Activities in Mobile CRM
• End Active Mobile Session when Password or Security Role has been Updated
Defects
• Using a different mobile server URL pattern than the default pattern incorrectly automatically appended /touch/crm
• You were not able to log in the Mobile CRM application when you re-entered a Microsoft Authenticator code after its expiry date
6.0.5
Sep 8, 2023
Enhancement
None
Defect
Using a different mobile server URL pattern than the default pattern incorrectly automatically appended /touch/crm (Defect 1976269)
None
Defect
Using a different mobile server URL pattern than the default pattern incorrectly automatically appended /touch/crm (Defect 1976269)
6.0.4
Jul 21, 2023
Enhancement
Server run-time software upgrade
Defect
None
Server run-time software upgrade
Defect
None
6.0.3
Jun 29, 2023
Enhancement
None
Defect
You were not able to remove the employee associated with the firm or contact if the employee is set as an owner. (Defect 1915885)
None
Defect
You were not able to remove the employee associated with the firm or contact if the employee is set as an owner. (Defect 1915885)
6.0.2
May 26, 2023
Enhancement
Server run-time software upgrade
Defect
None
Server run-time software upgrade
Defect
None
6.0.1
Apr 28, 2023
Enhancements
• Support for User-Defined Fields in Activities
• Improved Add Projects function from the Contacts and Firms Hubs
• Support Image Icon Configuration
• Display the Pre-Award Number Field
• Start and End Time Fields for all Activity types
• Support Date/Time and Phone Fields
• The Vantagepoint Mobile URL Deep Link Feature has been Disabled
• Help Links in Vantagepoint Mobile Applications are hidden if the Language is not set to English (American or International)
Defect
None
• Support for User-Defined Fields in Activities
• Improved Add Projects function from the Contacts and Firms Hubs
• Support Image Icon Configuration
• Display the Pre-Award Number Field
• Start and End Time Fields for all Activity types
• Support Date/Time and Phone Fields
• The Vantagepoint Mobile URL Deep Link Feature has been Disabled
• Help Links in Vantagepoint Mobile Applications are hidden if the Language is not set to English (American or International)
Defect
None
5.5.7
Apr 1, 2023
Enhancement
Synchronize Activity Employees and/or Contacts to Connect from Mobile CRM.
Defect
You received a blank error message when adding an activity in Mobile CRM (Defect 1887427)
Synchronize Activity Employees and/or Contacts to Connect from Mobile CRM.
Defect
You received a blank error message when adding an activity in Mobile CRM (Defect 1887427)
5.5.6
Feb 23, 2023
Enhancements
None
Defect
You were unable to search for a specific county for a new project (Defect 1854599)
None
Defect
You were unable to search for a specific county for a new project (Defect 1854599)
5.5.5
Jan 27, 2023
Enhancements
None
Defect
A blank error message displayed when the Subject field was not populated
(Defect 1457046)
None
Defect
A blank error message displayed when the Subject field was not populated
(Defect 1457046)
5.5.4
Dec 23, 2022
Enhancements
None
Defect
Incorrect results are returned if there is a space at the end of the State and Country keyword (Defect 1613734)
None
Defect
Incorrect results are returned if there is a space at the end of the State and Country keyword (Defect 1613734)
5.5.3
Dec 2, 2022
Enhancements
Rating and Feedback in Mobile CRM
Defects
None
Rating and Feedback in Mobile CRM
Defects
None
5.5.2
Nov 4, 2022
Enhancements
None
Defects
The follow-up activity copied the date of the original activity instead of using the current date (Defect 1700788)
None
Defects
The follow-up activity copied the date of the original activity instead of using the current date (Defect 1700788)
5.5.1
Oct 10, 2022
Enhancements
• New Navigation Menu Interface in Mobile CRM
• Session Timeout Feature in Vantagepoint Mobile
Defects
None
• New Navigation Menu Interface in Mobile CRM
• Session Timeout Feature in Vantagepoint Mobile
Defects
None
5.0.5
Sep 16, 2022
Enhancement
none
Defect
Incorrect Primary Address default behavior when adding firm addresses (Defect 1681112)
none
Defect
Incorrect Primary Address default behavior when adding firm addresses (Defect 1681112)
5.0.4
Aug 5, 2022
Enhancement
none
Defect
User-defined field with the same Database Column Name was duplicated (Defect 1496120)
none
Defect
User-defined field with the same Database Column Name was duplicated (Defect 1496120)
5.0.3
Jul 1, 2022
Enhancement
None
Defect
Unable to apply spaces in comments after tapping the Enter key (Defect 1685991)
None
Defect
Unable to apply spaces in comments after tapping the Enter key (Defect 1685991)
5.0.2
Jun 3, 2022
Enhancement
Add a Warning Message for Meeting Activities in Mobile CRM
Defect
None
Add a Warning Message for Meeting Activities in Mobile CRM
Defect
None
5.0.1
May 6, 2022
Enhancements
· Log In Assistance: Change Password and Retrieve User ID or Password
· Enter Dates and Time Using Your Keypad
· ICR Setting for Mobile CRM Added in Vantagepoint
· TLS Certificate Pinning Feature on Touch Server
· Business Card Scanner Feature
· Hide the Usage Statistics Screen and Usage Tracking option in the iOS setting
· Log In Assistance: Change Password and Retrieve User ID or Password
· Enter Dates and Time Using Your Keypad
· ICR Setting for Mobile CRM Added in Vantagepoint
· TLS Certificate Pinning Feature on Touch Server
· Business Card Scanner Feature
· Hide the Usage Statistics Screen and Usage Tracking option in the iOS setting
4.5.7
Apr 8, 2022
Enhancement
None
Defect
User-Defined (UD) fields became unavailable on the Projects screen after the Vision Touch database upgrade to 4.0 (Defect 1562186)
None
Defect
User-Defined (UD) fields became unavailable on the Projects screen after the Vision Touch database upgrade to 4.0 (Defect 1562186)
Deltek CRM for Vantagepoint FAQ
Click here to learn how to download Deltek CRM for Vantagepoint in restricted country or region.
Check the following list to see the minimum requirements of Deltek CRM for Vantagepoint.
iPhone
Requires iOS 13.0 or later.
iPad
Requires iPadOS 13.0 or later.
iPod touch
Requires iOS 13.0 or later.
Deltek CRM for Vantagepoint supports English
