How to...
Use the Connect for Gmail Add-in to manage contacts and calendar items. You can also create records from email messages and create project, contact, activity, and firm records for Vantagepoint.
- Related Topics:
- Log in to Vantagepoint Connect for Gmail
While using Vantagepoint with Gmail, 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. - Use the Context Pane with Connect for Gmail
The Connect for Gmail Context Pane is your portal to Vantagepoint information while working in the Gmail application. - Create a New Vantagepoint Activity in Connect for Gmail
From the Context Pane, you can add a new Vantagepoint activity that prefills with information from an email message. - Create a New Vantagepoint Firm in Connect for Gmail
You can add a Vantagepoint firm that prefills with information related to the contact from an email message. - Create a New Vantagepoint Contact in Connect for Gmail
You can create new contact records based on information from email messages that you receive in Gmail. 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 Gmail
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 Gmail
While working with an email message, you can add a new project record directly to Vantagepoint. This will associate the project with the email's associated contacts and firms. - View or Edit a Vantagepoint Record in Connect for Gmail
You can view or edit a Vantagepoint record directly from the Connect for Gmail Context Pane. When you make changes, the record is automatically updated in the Vantagepoint application. - Save a Gmail Message as an Activity
You can save an email message as an activity, which populates the Activity and automatically links the activity to your employee record. - Synchronize Contacts Using Connect for Gmail
Vantagepoint Connect and Gmail 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. - Synchronize Calendar Items in Gmail
When you schedule a meeting in either Gmail or Vantagepoint, you can synchronize the meeting information so that the details are available in both applications. - Viewing Synchronization Status or Forcing Synchronization in Connect for Gmail
When you use Vantagepoint with the Connect Add-in, you can synchronize contact, firm, activity, and project information between Gmail and Vantagepoint. Because synchronization is bi-directional, any new or changed information in Vantagepoint is updated in Gmail 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 Gmail Integration
Review troubleshooting tips for synchronization issues and other issues you encounter in using the Connect Add-in for Gmail Integration.
Parent Topic: Vantagepoint Connect Add-in for Gmail