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.
When you open the Context Pane, the sender and recipients of the email message 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
To create a project record in
Vantagepoint:
-
Complete one of the following to create a new project:
- In the Context Pane, click
Create Project. This will open the
Vantagepoint application, automatically log in to your account, and display the New Project form in the Projects hub. You must complete the
Name and
Stage fields on this form. The
Number field is also required but may populate automatically depending on your auto-numbering settings. Click
Continue to proceed to the New Project form.
- Use the
New Project option on the Contact or Firm card. This creates a new project and automatically associates the primary client if you created it from a firm or contact, and the primary contact if you created it from a contact.
-
Complete the new project form fields with details about the new project.
See the
Projects hub help topics for information on the
project fields.
The contact and firm that are associated with the gmail are added to the respective project fields.
Your
Vantagepoint security rights apply to Connect for Gmail.
-
Click
Save.