Create a Vantagepoint Activity in Connect for Gmail

From the Context Pane, you can add a new Vantagepoint activity that prefills with information from an email message.

Prerequisites: Open Connect for Gmail Context Pane

Video: See related video below

To create a Vantagepoint activity record from an email message:

1. In the Context Pane, select one of two actions:
   • To display the Create Activity fields, click and select Add Activity. Enter the details for the new activity. See the Activities hub help topics for information on the activity fields.
   • To save the email as an activity, select the email and select Log Email. This will populate the Activity form and link the activity to your employee record. The notes will contain all of the text in the body of the email message. The activity, the email contact, the contact's firms, and any employees that are included in the email message will be associated with the project selected in the Context Pane, and with the project's firm. See the Save an Email as an Activity help topic for more information.

   Your Vantagepoint security rights apply to Connect for Gmail.

   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.

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