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.

This process also associates the activity with the email contact, any employees that are included in the email message, the project that was selected in the Context Pane, and the project's firm. The activity will also be saved on the Activities tab in the Vantagepoint Employees hub and will be linked to your employee record.

Prerequisites: Open Connect for Gmail Context Pane

Video: See related video below

To save an email as a Vantagepoint activity:

1. In the Context Pane, click open the email, and select Log Email to save the activity information for the current email message.
2. Optional: Associate the email with a project, firm, contact, or employee; select the associated record from the options in the Context Pane.
   The email's name, start date, end date, and status are together saved as a Vantagepoint activity. The notes contain all of the text in the body of the email message.
3. Optional: Associate email attachments with the Vantagepoint activity as file attachments; select the Attachments check boxes to save file attachments.
   See the Activities hub help topics for information on the activity fields.

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