Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Open and Pin the Connect for Outlook Context Pane

While using Vantagepoint with Outlook, you can open and pin the Context Pane so that it remains visible in Outlook. This allows you to view your contacts and firms in the context of the active email addresses.

Depending on your setup, the following steps may differ slightly. This procedure describes using Office 365.

Prerequisite: Install the Vantagepoint Connect Add-In

To open Vantagepoint and pin the Context Pane:

  1. If you are already logged in to Connect, proceed to step 6.
  2. Open the Outlook application and select an existing email message or create a new draft email.
  3. On the email preview window, click and then select Vantagepoint > Open Vantagepoint.
  4. On the Context Pane, use yourVantagepoint username and password to log in to Vantagepoint.
  5. Click Sign In.
  6. At the top of the Context Pane, click to pin the pane, so that it remains visible In Outlook.
    Use the options on the pane to work with your Vantagepoint records. For details on using the pane with email, contacts, and the calendar, see the Context Pane Quick Reference help topic.

    You cannot pin the Context Pane when it is opened directly from Outlook.