Quick Reference Topics
Review quick reference topics that provide instructions for completing basic tasks while working in Vantagepoint Connect.
- Related Topics:
- Context Pane Quick Reference
This quick reference provides an overview of Vantagepoint Connect's context pane in Outlook, and how to use it with email, contacts, and the calendar. The context pane allows you to view Vantagepoint information from the context of client emails. When you select an email, the context pane displays contacts and associated details, the contact's firm and associated details, and any projects related to the contact. - Send Availability from Outlook Quick Reference
This quick reference provides an overview of how to use the Scheduling Assistant to send your availability to clients so they can schedule a time to meet. - Send Meeting Timeslots from Outlook Quick Reference
This quick reference provides an overview of how to use the Scheduling Assistant to send potential meeting times to your clients. When they book a time, the meeting is added to both of your calendars. - Sync Calendar and Contact Information Quick Reference
This quick reference provides an overview of how to use the Scheduling Assistant to send your availability to clients so they can book a specific time that you are able to meet.
Parent Topic: Connect Administration Integration Utility for Outlook