General Settings
Use General Settings to establish settings for all users. You can restrict access to these options in Security settings.
- Related Topics:
- Options
Use Options Settings to establish both system-wide and company-specific settings. System-wide settings include workflow logs, internet authentication, polling intervals for alerts, exported report destinations, FileStream file size upload limits, and Text Editor font defaults. Company-specific settings include your company's name, address, and phone format. - Firm Hierarchy Overview
Use the firm hierarchy feature to allow users to create a hierarchy of records in the hubs for displaying parent and subsidiary relationships between multiple firms. - Communications
If you installed Vantagepoint on your own server, use Communications Settings to set system-wide options for sending email messages for alerts or errors. - Process Server Options
A process queue is a named waiting list to which you can submit functions or processes. When the system administrator starts the process server on a workstation running Vantagepoint, a process queue is assigned to the process server. Processes "waiting" in the queue are then run, in the order scheduled, by the process server. - Audit Trail
Use the Audit Trail feature to track changes to hubs and Chart of Accounts settings. - Modules
The Modules form displays the Vantagepoint modules that you purchased and activated. - Screen Designer
Administrators use Screen Designer to customize hubs and the chart of accounts. This includes adding user-defined tabs, fields, and grids, setting field security, and adding new hubs. - Calculated Fields
You can create or modify calculated fields for use on reports. - Organizations (CRM Only)
An organization is a specific component of your enterprise's operational structure. If your only activated module is CRM, you can set up organizations in the browser application ( ). - Vantagepoint Intelligence Overview
Vantagepoint Intelligence (VI) is an optional module that you use to create customized views of your information. This includes role-based workbooks that are accessible as dashparts from the Vantagepoint Dashboard. The VI Desktop Tool allows you to connect Vantagepoint Intelligence to various data sources.
Parent Topic: Settings