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, Text Editor font defaults, and activating AI-generated Smart Summaries™. 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 and other communications options. - 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. - Analysis Cubes
In Analysis Cubes, the Vantagepoint project data cube and general ledger data cube serve as data sources for the Vantagepoint Intelligence dashboards that you create. Analysis Cubes is part of the Vantagepoint Intelligence module.
Parent Topic: Settings