Overview

Role Level = User


Overview

The Overview screen displays important information about RatePoint and allows you to change your personal Preferences.

Home Section

Description

This section displays various information you may need to know.

Links

Link

Function

unmapped

Click to launch the Unmapped Locations screen.

Preferences Section

Description

This section allows you to change your own person Preferences. The selections here apply only to you and do not effect any other Users.

Fields

Field

Definition

Home page

Use the drop-down list to select a home page.  This will be the first screen that will be displayed when logging in to RatePoint.

Default tax type

Use the drop-down list to select which tax type you would like to view by default when tax rates are displayed.

Buttons

Button/Icon

Function

Click to Save the current Preferences.