From the Context Pane, you can add a new
Vantagepoint activity that prefills with information from an email message.
To create a new
Vantagepoint activity record from an email message:
-
In the Context Pane, select one of two actions:
- To display the Create Activity fields, click
and select
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 message. The activity, the email contact, the contact's firms, and any employees that are included in the email message will be associated with the project selected in the Context Pane, and with the project's firm. See the
Save an Email as an Activity help topic for more information.
Your
Vantagepoint security rights apply to Connect for Gmail.
Video
Title
|
Description
|
Vantagepoint Connect for GMAIL: Introduction
|
Within this tutorial, watch short videos to learn about the key features of
Vantagepoint Connect for Gmail.
The videos are:
- Launch the Contextual Pane
- Contextual Pane Options
- Contextual Pane Search Feature
- Display Records
- Create an Activity from an Email
- Create a Contact from an Email
- Create a New Contact
- Create a Firm
- Sync the Calendar
- Sync Contacts
|