Required Fields for Vantagepoint Connect

These fields are essential for Vantagepoint Connect functionality.

Activity

To create activities from Outlook and synchronize activities between Outlook and Vantagepoint, you must have edit rights to the following fields in activities:

• Name
• Attendees
• All Day Event checkbox
• Priority
• Location
• Private
• Start/End Date
• Timezone Offset

Contact

To view contacts in Outlook, edit contacts from Outlook, and synchronize contacts between Outlook and Vantagepoint, you must have rights to the following fields in contacts:

• First Name
• Last Name
• Middle Name
• Owner
• Email
• Phone
• Fax
• Cell Phone
• Home Phone
• Pager
• Website
• Description/Memo
• Title
• Prefix
• Suffix
• Firm

Project

To associate activities or contacts with projects, you must have view access to the Projects hub. You must also have view access to the following fields in projects:

• Number
• Long Name
• Primary Client
• Primary Contact

Firm

To view and edit firms in Outlook, you must have access to the following firm fields:

• Name
• Type
• Address Grid