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

Context Pane Quick Reference for Gmail

This quick reference provides an overview of how to use the Vantagepoint Connect Context Pane while using Gmail.

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.

Video: See related video below

Video

Title Description

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