Use the Context Pane

The Context Pane is your portal to Vantagepoint information while working in the Outlook application.

After you install Vantagepoint Connect, the Context Pane displays in Outlook. Use this pane to access your Vantagepoint contact, firm, and activity information from within the context of client email messages.

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's email address and associated firm (if available) are added to the respective fields on the Context Pane.

The Context Pane includes an option that lets you log an email's details, to record the subject, time/date, attendees, contacts, and related firm information. The body of the email is added to the log's notes. You can also associate a project with the email.