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 Connect for Gmail

You can add a Vantagepoint firm that prefills with information related to the contact from an email message.

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 message, the contact's email address and associated firm (if available) are added to the respective fields on the pane.

Prerequisites: Open Connect for Gmail Context Pane

Video: See related video below

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

  1. In the Context Pane, click Create Firm.
    The firm fields display in the Context Pane.
  2. Enter details for 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 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