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 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.

Prerequisites:

To create a new activity record from an email message:

  1. In the Context Pane, select one of two actions:
    • To display the Create Activity fields, click and select either Create Activity or Add Activity. Enter the details for the new activity. See the Activities hub help topics for information on the activity fields.
    • To save the email as an activity, select the email and select Log Email. This will populate the Activity form and link the activity to your employee record. The notes will contain all of the text in the body of the email. It will also associate the activity to the email contacts, the contact's firms, to any employees that are included in the email, to the project that was selected in the context pane, and to the project's firm. See the Save an Email as an Activity help topic for more information.
  2. In the Create Activity fields, specify the details for the new activity.
    You can associate email attachments with the Vantagepoint activity as file attachments.

    See the Activities hub help topics for information on the activity fields.