How to...
Use the Connect for Gmail Add-in to manage contacts and calendar items. You can also create records from email messages and create project, contact, activity, and firm records for Vantagepoint.
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- Log in to Vantagepoint Connect for Gmail
While using Vantagepoint with Gmail, you can log in to the Vantagepoint Connect Add-in. When you do so, a Context Pane displays so that you can access your Vantagepoint information. - Use the Context Pane with Connect for Gmail
The Connect for Gmail Context Pane is your portal to Vantagepoint information while working in the Gmail application. - Create a New Vantagepoint Activity in Connect for Gmail
You can add a Vantagepoint activity that prefills with information related to the email's contact. - Create a New Firm in Connect for Gmail
You can add a Vantagepoint firm that prefills with information related to the email's contact. Because of bi-directional synchronization with Vantagepoint, the firm record will then be added to Vantagepoint the next time synchronization occurs. - Create a New Contact in Vantagepoint Connect for Gmail
You can create new contact records based on information from emails that you receive in Gmail. These contacts can then be synchronized with Vantagepoint so that the contact record is created in Vantagepoint and the information is seamlessly shared between the two applications. - Create a New Vantagepoint Project in Gmail
While working with an email, you can add a new project record directly to Vantagepoint. This will associate the project to the email's associated contacts and firms. - View or Edit a Vantagepoint Record in Connect for Gmail
You can view or edit a Vantagepoint record's information directly from the Connect for Gmail Context Pane. If you make changes, the record is automatically updated in the Vantagepoint application. - Save a Gmail as an Activity
You can save an email as an activity, which will populate the Activities tab in the Vantagepoint Employees hub and link the activity to your employee record. It will also associate the activity to the email contact, to any employees that are included in the email, to the project that was selected in the context pane, and to the project's firm. - Synchronize Contacts Using Connect for Gmail
Vantagepoint Connect and Gmail support bi-directional synchronization of your contact information. You can enter information in either location and the data synchronizes to the other application, allowing seamless maintenance of your contacts and their related activities. - Synchronize Calendar Items in Gmail
When you schedule a meeting in either Gmail or Vantagepoint, you can synchronize the meeting information so that the details are available in both applications.
Parent Topic: Vantagepoint Connect Add-in for Gmail