How to...
Use the Connect for Gmail Add-in to manage contacts and calendar items. You can also create records from email messages and create project, contact, activity, and firm records for Vantagepoint.
- Related Topics:
- Set Up Connect Integration for Gmail
Use the Connect Administration utility to configure Connect to integrate with your Vantagepoint installation. - Set Up and Work With Users and Groups in Gmail Integration
While working with Connect for Gmail Integration, you must set up users and can then use the Groups tab to provision multiple users in a department or business unit at the same time. Deploying to a group allows you to apply the same business rules to multiple employees. You can also add users to, and remove them from, specific groups as well as configure synchronization and even remove groups from Connect when necessary. - Download and Save the Custom Connect for Gmail Logo
Save the custom Connect for Gmail logo that will later be installed and used to open the application. You can download and save the logo directly from this help topic. - Create Custom Google App in Google Cloud Platform
Use the Google Cloud platform to create a new project and enable APIs and Services. These are required to use Gmail with Vantagepoint Connect. - Configure Connect in Vantagepoint for Your Google Workspace Account
After configuring the Google app, you must configure Connect for your Google Workspace account. - Install the Custom Google App in Users' Gmail Account
After configuring Connect for your Google Workspace account, you must download the custom Google app in each user's Gmail account. - View Synchronization Status for Gmail Integration
The synchronization status for both users and groups displays on the Dashboard, Users, and Groups tabs in the Connect Administration utility. This information can help you understand the data shared between the two applications. - Troubleshoot Synchronization and Connect Add-in Issues for Gmail Integration
Review troubleshooting tips for synchronization issues and other issues you encounter in using the Connect Add-in for Gmail Integration.
Parent Topic: Connect Administration Integration Utility for Gmail