While using
Vantagepoint with Outlook, 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 from the context of client emails in Outlook.
When you select an Outlook email message and open Connect, the Context Pane displays contacts and associated details, the contact's firm and associated details, and any projects related to the contact.
Depending on your setup, the steps that you use may differ slightly. This procedure describes using Office 365.
Prerequisite:
Install the
Vantagepoint Connect Add-In
To log in to
Vantagepoint Connect:
-
Open the Outlook application and select an existing email message or create a new draft email message.
-
On the email preview window, click
and then select
Vantagepoint >
Open
Vantagepoint.
-
On the Context Pane, in the
Deltek URL field, enter your
Vantagepoint browser URL; make sure that this URL does not end in "client" or "app."
For example, enter:
https://Yourcompanyname.deltekfirst.com/Yourcompanyname.
-
Enter the user ID and the password that you use to log in to
Vantagepoint.
-
If you have more than one
Vantagepoint database for the URL that you entered in the
Deltek URL field, use the
Deltek Database field to specify the database to which you are connecting Outlook.
-
If you want the Outlook add-in to use your Microsoft Windows username and password instead of your
Vantagepoint credentials for logging in, select the
Windows Authentication check box.
This check box displays only if your user record in
has the
Windows Authentication check box selected.
The application version displays below the
Windows Authentication check box.
-
Click
Sign In.