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 Comma-Separated Values (.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 comma-separated values (.csv) 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