Receive an Email Message in Outlook and Create an Activity in Vision

When you receive an email message in Outlook, you can create an associated activity in Vision.

To receive an email message and create an activity, complete the following steps:

1. Open the email in Outlook.
2. Click the Add-Ins tab and click Create Activity on the toolbar.
3. On the Deltek Vision - Activity dialog box, review the activity information and make any changes or additions you want.
4. Click OK. Vision creates an activity that is attached to both the client and the associated contact. If the email message contains an attachment, Vision saves the attachment as part of the activity record.