Synchronize a Vantagepoint Calendar Event with Your Gmail Calendar

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.

Prerequisites:

• Create a Connect user.
• Set up synchronization.

Video: See related video below

To synchronize a Vantagepoint calendar item to your Gmail calendar:

1. Open Vantagepoint and select any Activity grid in the application.
2. 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 are added to your calendar the next time you synchronize.

   Use the Calendar Invitation field on the Overview tab in the Activities hub to specify whether or not employees and/or contacts automatically receive activity invitations when you synchronize Vantagepoint with your email application. Options include: Do Not Send Invitations, Send to Employees Only, and Send to Contacts and Employees. For more information, see the Activities Overview Tab help topic.

   For proper synchronization, you must navigate to Settings > Labels and Lists > Lists and for the Activity Type set the Display option to Calendar. Changing the Display option to any other setting results in your meetings being removed from the calendar and Connect removing the meetings from your Outlook or Gmail calendar.

   Your administrator defines which activities display in the Calendar in Settings > Labels and Lists > Lists. 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	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