How to...
You can change your password, establish your own settings for date and number formats, set activity reminders, and more.
- Related Topics:
- Change Your Password
Passwords help ensure system security. You can change your password at any time. - Set Startup Preferences
You can specify the startup page that displays when you log in to Vantagepoint. - Set Date and Number Formats
You can specify your format preferences for dates and numeric fields. The formats that you select are applied throughout Vantagepoint. - Set Search Preferences for Reporting
You can specify your search preferences for Vantagepoint Reporting and save them for future use. - Set the Preferred Application View
You can specify your preferred view when opening the Vantagepoint application. - Set the Preference to Find Words that Sound the Same
You can enable a preference to locate hub records that have variant spellings or that contain diacritical (accent) marks or special characters (for example, Steven/Stephen or Rene/Renee or Smith/Smyth/Smythe) in lookups across all hubs and applications. - Set Reminder Preferences
You can specify that you prefer to receive reminders for your scheduled activities via email messages, pop-up alerts, or both. - Choose In-App User Education Content
You can choose the user education content that displays in Vantagepoint by selecting a role in the My Education Interests field on the General tab of the My Preferences dialog box. - Set Default Qualified Status and Country
You can specify defaults for qualifying contacts and for the country that displays when you create a new record in the Firms, Contacts, or Projects hubs. - Delegate Approval Responsibilities
You can assign another person, called a delegate, to temporarily perform approvals, such as approving billing invoices or timesheets, in your absence. - Upload a Personal Photograph or Other Image
You can upload a photograph of yourself or another personal image to display on the My Preferences dialog box. You can also select an image from the library of images that is supplied with Vantagepoint. - Connect to GovWin IQ
If your firm has implemented integration with GovWin IQ, use the My Preferences dialog box to connect to GovWin IQ from Vantagepoint.
Parent Topic: Setting Up Preferences