You can quickly add a
Vantagepoint meeting or event to your Gmail calendar. The meeting's details, as well as the contacts and employees who attended the meeting, are also added to the meeting.
Important:
Vantagepoint automatically invites these contacts and employees to the meeting using Gmail's standard functionality.
Prerequisites:
- Create a Connect user.
- Set up synchronization.
Video:
See related video below
To synchronize a
Vantagepoint calendar item to your Gmail calendar:
-
Open
Vantagepoint and select any Activity grid in the application.
-
Add a meeting as an activity and select a
Type that has a Calendar display.
Activities that have a calendar display are the only activities that will synchronize to your Gmail calendar. For example, you might have types that are designated for Phone Calls and Client Visits that are calendar activities. These phone calls and client visits would be added to your Gmail calendar. You must be designated as an attendee for the meeting and the meeting must occur between two weeks ago and into the future.
The meeting's details, as well as associated contacts and employees who attended the meeting, are added to your calendar the next time you synchronize.
Your administrator defines which activities display in the Calendar in
. If you have activities that do not display in the Calendar, these activities do not sync with the Gmail calendar. This is useful for tracking activities for clients without requiring that an invitation is sent to them.
Video
| Title
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Description
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| 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
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