Deltek CRM for Vantagepoint2026.4 - App Store

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.

Version History Enhancement:
None
Defect:
Contact fields were not populated when scanning business cards without street address information. 2026.4 Oct 5 Enhancement
Updated Branding for Vantagepoint Mobile Applications

Defect
None 2026.3.0 Jul 6 Enhancement:
Server run-time software upgrade

Defect:
None 2026.2.0 Mar 30 Enhancement
Cookie Consent Management in Vantagepoint Mobile
Defect
None 2026.1.1 Jan 8 Enhancements
Server run-time software upgrade
Defect
none 2025.4.0 10/23/2025 Enhancement
None

Defect
Incorrect Mobile CRM online help URL 2025.3.4 10/03/2025 Enhancement
Server run-time software upgrade
Defect
None 2025.3.1 08/21/2025 Enhancement
Server run-time software upgrade
Defect
None 2025.2.0 05/16/2025 Enhancement
Server run-time software upgrade

Defect
None 2025.1.1 02/15/2025 CRM
Enhancement
None

Defect
Menu options did not display when you tapped the menu button on the Team Members screen of a project. 7.2.3 01/19/2025 Enhancement
None

Defect
When you updated the captions of Firm Type checkboxes using Screen Designer, the changes were not applied to Mobile CRM. 7.2.2 12/15/2024 Enhancements:
None

Defect:
The Firm dropdown was missing from the Add Contacts screen When created from the Projects hub. 7.2.1 11/10/2024 Enhancement
None

Defect
When you disqualified a new lead contact and reverted it to new lead, the project name was removed from the field. 7.1.3 10/15/2024 Enhancement
None

Defect
Unable to add new contacts when you set all new contacts to have a new lead qualified status and then disabled the lead qualification process for CRM. 7.1.2 09/19/2024 Enhancements

• Vantagepoint Mobile Supports Open ID Log-in when opted in

Defect
None 7.1.1 08/13/2024 Enhancement
None
Defect
Removing an associated contact from a project also removed the project's primary contact. 7.0.4 07/16/2024 Enhancements
None
Defect
Incorrect Screen Displays When You Removed a Selected Marketing Campaign from Contact Qualification. 7.0.3 06/18/2024 Enhancement
None
Defect
When you selected a contact record, the owner's employee number was displayed in the Remove Current Selection instead of the owner's name. 7.0.2 05/12/2024 Enhancements
• Name change of Azure Active Directory to Microsoft Entra ID in the user interface and user guide
• Add touchpoints to projects, firms, and contacts

Defect
None 7.0.1 04/16/2024 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. 6.5.7 03/19/2024 Enhancements
None

Defect
Email addresses of activity attendees did not populate in the recipient field of your device’s email application. 6.5.6 02/22/2024 Enhancements
None
Defect
User-defined fields for a new lead contact did not display values after you saved the record. 6.5.5 01/24/2024 Enhancements
None
Defect
Drop-down lists in Mobile CRM only displayed 2 lines of options instead of 3. 6.5.4 12/15/2023 Enhancements

None
Defect
Unable to use the latest Mobile CRM application in an iOS device (using iOS 16.7 and later). 6.5.3 11/07/2023 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. 6.5.2 10/26/2023