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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.

When you open the Context Pane, the Vantagepoint information is shown for the sender and recipients of the email if they exist in Vantagepoint as contacts. If the sender or recipients are not recognized as Vantagepoint contacts, you have the option to create a contact.

Based on the selected email, the contact's email address and associated firm (if available) are added to the respective fields on the Context Pane.

Prerequisites:

To create a contact record based on an Outlook email:

  1. In the Context Pane, click Create Contact.
    The contact fields display in the Context Pane.

    If you open an email that has an email address that does not yet exist in Vantagepoint, then you can use the Create Contact button that displays in the context pane. Connect will pre-fill with the new contact's information; for example, name, title from the signature, phone from signature, and firm based on the email domain.

  2. Enter details for the new contact.
    See the Contacts Hub help topics for information about the contact fields.

    If you have the appropriate security rights, you can also create a new firm for this contact.

  3. Optional: Associate email attachments with the Vantagepoint contact as file attachments. Select the Attachments check boxes to save file attachments.
  4. Click Save to save the contact information to Vantagepoint.

    After the next synchronization, the new contact record is added to Outlook.

    Your Vantagepoint security rights apply to Connect for Outlook. If you have the appropriate security rights, you can also create a new firm for this contact.