Context Pane and Toolbar Options for Gmail
The Context Pane contains a toolbar and menu options, which vary based on the Vantagepoint area in which you are working. Review a complete list of options that are available in Connect.
Video: See related video below
Toolbar
The toolbar displays at the top of the Context Pane, with options that change depending on the area in which you are working.
| Field | Description |
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Use the Search field on the Context Pane to search for specific Vantagepoint records. The search criteria must be at least three characters in length, and you can enter part of the name of a firm, contact, or project. When the associated records display, scroll through the Context Pane to view the search results. When you select the record that you want to view, the record's details display in the associated fields on the Context Pane. |
 Filter
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Click this icon to open an additional menu that provides options that you can use to filter search results for more specific data. Options may include all records, contacts, firms, projects, and activities. |
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Click this icon to open the Configuration options, which you can use to view, change, or apply your synchronization and configuration settings, force a synchronization, view technical specifications about the application, or log out. You can also access the Connect Sync Options Integration Utility to view review the synchronization details between Connect and Vantagepoint CRM. |
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Click this icon to open the Connect menu options, which you can use to add, view, or update contact, firm, activity, project, address, and other information. You can also go to the Vantagepoint application. |
Context Pane Menu Options
In each section of the Context Pane, you can click the
in the heading to open the menu options that are specific to that section of the context pane. The options change depending on the area in which you are working.
For example, the Contacts section displays Create Email, Create Meeting, Log Email, Create Project, Edit Contact, and Open in Vantagepoint, while the Firms section displays Log Email, Create Project, Edit Firm, and Open in Vantagepoint.
| Field | Description |
|---|---|
| Create Email | Select this option to create an email message in your mail application and send the message to the associated contact. The email dialog box prefills with the contact's associated email address. Enter the message details and send. |
| Create Meeting | Select this option to create a meeting on your calendar that prefills with the associated contact information. Enter and save the meeting details to save it to your calendar. |
| Log Email | Select this option to automatically save the email message and its associated information as an activity record. This saves the name, start date, end date, status, contact, project, firm, and any other important associated information from the email message.
If you click
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| Create Project | Select this option to create a new project record in Vantagepoint. On the New Project form in the Projects hub, enter and save the project information. The project information will save and synchronize between both applications. See the New Project Form help topic for more information. |
| Edit Contact | Select this option to open and edit the contact record directly on the Context Pane. The contact information will save and synchronize between both applications. See the Contacts Form and associated help topics for information on the contact fields. |
| Create Firm | Select this option to create a new firm record in Vantagepoint. Enter and save the firm's information. The firm information will save and synchronize between both applications. See the Firms Form and associated help topics for information on the firm fields. |
| Edit Firm | Select this option to open and edit the firm record directly on the Context Pane. The firm information will save and synchronize between both applications. See the Firms Form and associated help topics for information on the firm fields. |
| Open in Vantagepoint | Select this option to open the record in the Vantagepoint application. This will open Vantagepoint, log you in, and take you to the associated record. |
Video
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Within this tutorial, watch short videos to learn about the key features of Vantagepoint Connect for Gmail. The videos are:
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