Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

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.

When you open the Context Pane, the sender and recipients of the email are displayed if they are Vantagepoint contacts. Based on the selected email, the contact's email address and associated firm (if available) are added to the respective fields on the pane.

Prerequisites:

To create a firm record in Vantagepoint for an email contact:

  1. In the Context Pane, click Create Firm.
  2. In the Create Firm fields, add details about the new firm.
    See the Firms hub help topics for information on the firm fields.
  3. Click Save to save the firm information to Vantagepoint.

    Your Vantagepoint security rights apply to Connect for Outlook.