Common Tasks
This section describes basic tasks that can be launched from various areas in Vantagepoint.
- Related Topics:
- Exporting Data to a .CSV File
In various places throughout Vantagepoint, you can export data from a grid into a .CSV (comma-separated values) file. - Import Records from .CSV Files
If you have access to the Import and Export utilities in the browser application, you can run an import process that adds multiple records from .CSV (comma-separated values) files into Vantagepoint. This allows you to quickly add multiple records into the application. - Find an Application on the Navigation Pane
Use the Find Application search field to quickly locate applications on the Navigation pane. - Open an Application in a New Browser Tab
From any application in Vantagepoint, you can display another instance of the application in a separate browser tab. - 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 when you initially open records in many application areas. List view presents fields in columns in a grid, rather than on separate tabs, so that you can view multiple records at the same time and quickly evaluate record data. - Working with Grids
Much of the information for Vantagepoint is entered and displayed in grids on various forms. A grid is a table, with columns and rows, where you enter, change, and view data for a record or transaction. Grids display on the tabs of many forms and on some dialog boxes. For example, when you enter a new in-pursuit project for a contact, you add it to a grid that contains all of the previously entered in-pursuit projects for the contact record. - Saving Your Work
There are different methods for saving your work; in some cases, you click a save icon or Action menu item, and in others, Vantagepoint saves your work automatically. - Printing Records
You can print reports from several areas in the Vantagepoint application. - Changing the Accounting Period
You select the accounting period in which you want to work (the active period) in Vantagepoint. - Scheduling Processes
You can schedule a process or job to run at a later time or set them to recur at regular intervals in the future. - Send Emails
From certain applications, you can send email messages that include records, reports, links to data, and text. For example, after you generate a report, you can send it to fellow employees while you are still working in the Reporting application. - Saving Options for Processing Applications
For accounting processing applications, you can save options for future use.
Parent Topic: Basics