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.

When you open the Context Pane, the Vantagepoint information is shown for the sender and recipients of the email message, if they exist in Vantagepoint as contacts or employees. If the sender or recipients are not recognized as Vantagepoint contacts, you have the option to create a contact record. Based on the selected email, the contact and/or employee's email address and associated firm (if available) are added to the respective fields on the Context Pane.