Personalization

One of the biggest selling points of vantage 8.03 was the
personalization and the way you could really stream line it to work to
your advantage, we have yet to upgrade to the newer version and I am
doing my best to familiarize myself with it, but the instruction for
personalization in the manual don't seem to help any more than our
current version. can anyone advise me on the process for making use of
these tools?