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

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.

You can edit all fields in the Context Pane at once, or you can edit individual fields as needed.

Prerequisites: Open Connect for Gmail Context Pane

To view and/or edit a record's details:

  1. Open the record:
    • To open the record in the Context Pane with all fields in edit mode, click and select Edit [Contact, Firm, or Activity]. Use the Context Pane to update the record's fields and click Save. The record's information is updated on the Context Pane and in the associated Vantagepoint hub.
    • To view a record's information and edit an individual field, click the [Contact, Firm, or Activity] Details button on the Context Pane. This displays the record's saved information. Select the Edit icon next to a field to open that single field in edit mode and then make updates. Click Save. The record's information is updated on the Context Pane and in the associated Vantagepoint hub.
  2. If you need to update information that is not included in the Context Pane, click and select Open in Vantagepoint to open the record directly in the Vantagepoint application.