User Interface Fundamentals
When you are new to Vantagepoint, it is a good idea to become familiar with the terminology, icons, and toolbar options that you see throughout the application.
Videos
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Learn tips for successfully navigating hubs, including how to add a hub record, use list view (select columns and use filters), and perform a simple search. The video also discusses hierarchies. |
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Learn shortcuts that will assist you in finding menu items, creating more screen real estate to work with, navigating the toolbar, and accessing online help and learning aids. |
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View a detailed introductory video about the Vantagepoint application. |
- Related Topics:
- Access to Vantagepoint Based on Role
A security role that your system administrator sets up controls your access to Vantagepoint forms, tabs, and fields. It also defines the individual records that you can display, and it specifies whether or not you can add and change those records or only view them. - Terminology
If you are new to Vantagepoint, you may find it helpful to become familiar with the terms that are used throughout the application and documentation. - Main Areas of Vantagepoint
Get acquainted with the basic areas of Vantagepoint. - Logins and Passwords
Each time that you log in to Vantagepoint, you must enter a valid user ID and password. - Vantagepoint Toolbar (Browser)
Use the main Vantagepoint toolbar to perform actions that apply globally. For example, you can specify your personal settings, view action items, view online help, or log off. - Vantagepoint Toolbar (Desktop)
Certain options are always available in the toolbar at the top of the screen, wherever you are the Vantagepoint desktop application. - Custom Labels
You can modify Vantagepoint to use key terms that are familiar to your firm and employees. You can replace the default Vantagepoint labels with those that are used in your firm (for example, replace the default "Client" with "Customer"). - Notification Center
The Notification Center indicates your action items and notifications in the Vantagepoint browser application. - Employee Card
The employee card allows you to easily view employee information when you are in various applications throughout Vantagepoint without having to leave an application to open the Employees hub. - Info Bubbles and Help
Vantagepoint provides graphical elements that display information about certain fields and features within the application. It also provides online help that provides more detailed information about a field or function. - Drop-Down Lists and Lookups
When you enter data on Vantagepoint forms, you often can display a drop-down list or a lookup and select the value for the field or grid column. - Actions Bar
Use the Actions bar in the upper-right corner of various Vantagepoint pages to perform actions that apply to the current page. For example, you can edit or copy the current record, or add a touchpoint. - Error Dialog Boxes
An Error dialog box displays when you encounter an error while using Vantagepoint. - Rich Text Editor
Use the rich text editor to enter or review a comment, note, or description on various Vantagepoint forms. In some cases, a note field itself provides rich text editing and formatting. In others, you can click an icon near the field to display the editor in a separate dialog box when you want a larger text entry/viewing area or when you want to apply formatting to the text. - Supporting Documents and Files
You can upload supporting documents, files, and images for use with records. For example, you could upload a file that contains copies of sales receipts for line items on an expense report. Or, you could upload a variety of images to include within a proposal that will be sent to a client.
Parent Topic: Basics