How to...
Use the Connect Add-in to manage contacts and calendar items. You can also create records from email messages and use a scheduling assistant to collaborate with clients.
- Related Topics:
- Log In to Vantagepoint Connect
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. - Use the Context Pane
The Context Pane is your portal to Vantagepoint information while working in the Outlook application. - Create a Vantagepoint Contact in Outlook
You can create new contact records based on information from emails that you receive in Outlook. 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. - Merge Duplicate Contact Records in Connect for Outlook
When you create a contact record in Connect, the application checks for duplicate records. If a duplicate record is detected, you can merge the new record with the existing record, create a new contact while keeping the existing record intact, or cancel the record creation. - Create a New Vantagepoint Project in Connect for Outlook
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. - Create a New Vantagepoint Firm in Outlook
After you open an email message in Outlook, you can add a Vantagepoint firm that prefills with information related to the email's contact. - Create a New Vantagepoint Activity in Outlook
After you open an email message in Outlook, you can add a Vantagepoint activity that prefills with information related to the email's contact. Because of bi-directional synchronization with Vantagepoint, the activity record will be added to Vantagepoint the next time that synchronization occurs. - Save an Email as an Activity
You can save an Outlook email as an activity. This will save the email's name, start date, end date, status, contact, project, firm, and any other important associated information. The activity will be saved on the Activities tab in the Employees hub and will be linked to your employee record. - Schedule and Synchronize Meetings
When you schedule a meeting in either Outlook or Vantagepoint, you can synchronize the meeting information so that the details are available in both applications. - Manage and Synchronize Contacts
Vantagepoint Connect and Outlook 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. - Viewing Synchronization Status or Forcing a Synchronization
When you use Vantagepoint with the Connect Add-in, you can synchronize contact, firm, activity, and project information between Outlook and Vantagepoint. Because synchronization is bi-directional, any new or changed information in Vantagepoint is updated in Outlook and vice versa. This eliminates the need to enter data twice, which can save time and reduce data entry errors. - Troubleshoot Synchronization and Connect Add-in Issues for Outlook Integration
Review troubleshooting tips for synchronization issues and other issues you encounter in using the Connect Add-in for Outlook Integration.
Parent Topic: Vantagepoint Connect Add-in for Outlook