Change System Labels

You can replace the default system labels with those that are used in your firm (for example, replace the default "Client" with "Customer").

Video: See related video below

To change one or more system labels:

  1. In the Navigation pane, select Settings > Labels and Lists > Labels.
  2. In the Custom Label field for the first label that you want to change, click and enter the new label.
  3. If the label that you changed has a plural form listed, repeat step 2 for the plural form.
  4. Repeat steps 2 and 3 for each label that you want to change.
  5. Click Save.
If Vantagepoint is set up to use multiple languages, log in for each of your languages and enter the custom label that is appropriate for each one.

Video

Title Description

Set Up Labels and Lists

Learn how to set up a new custom label, edit an existing label, and edit lists and their drop-down values.