Deltek Vantagepoint Help

Using the Help Search

Context Pane and Toolbar Options for Gmail

The Context Pane contains a toolbar and various menu options that display based on the area in which you are working. Refer to the following for a complete list of options that are available from within Vantagepoint Connect.

Toolbar

The toolbar displays at the top of the Context Pane with options that change depending on the area in which you are working.

Field	Description
	Use the Search field on the Context Pane to search for specific `Vantagepoint` records. The search criteria must be at least three characters in length, and you can enter part of the name of a firm, contact, or project. When the associated records display, scroll through the Context Pane to view the search results. When you select the record that you want to view, the record's details display in the associated fields on the Context Pane.
Filter	Click this icon to open an additional menu where you can filter the search results for more specific data. Options may include all records, contacts, firms, projects, and activities.
	Click this icon to open the Configuration options where you can view, change, or apply your synchronization and configuration settings, as well as force a synchronization, view technical specifications about the application, and log out. You can also access the Connect Sync Options Integration Utility to view review the synchronization details between Connect and `Vantagepoint` CRM.
	Click this icon to open the Connect menu options where you can add, view, or update contact, firm, activity, project, address, and other information. You can also send availability and suggest meeting times, as well as go to the `Vantagepoint` application.

Context Pane Menu Options

Within each section of the context pane, click the in the heading to open the menu options that are specific to that section of the context pane. The options change depending on the area in which you are working.

For example, the Contacts section displays Create Email, Create Meeting, Log Email, Create Project, Edit Contact, and Open in Vantagepoint, while the Firms section displays Log Email, Create Project, Edit Firm, and Open in Vantagepoint.

Field	Description
Create Email	Select this option to create and send an email in your mail application to the associated contact. The email dialog prefills with the contact's associated email address. Enter the email's details and send.
Create Meeting	Select this option to create a meeting on your calendar that prefills with the associated contact information. Enter and save the meeting's details to save it to your calendar.
Log Email	Select this option to automatically save the email and its associated information as an activity record. This saves the email's name, start date, end date, status, contact, project, firm, and any other important associated information. If you click and select the Open in `Vantagepoint` option, this email opens as an activity in the `Vantagepoint` Activities hub.
Create Project	Select this option to create a new project record in `Vantagepoint`. On the New Project form in the Projects hub, enter and save the project's information. The project information will save and synchronize between both applications. See the New Project Form help topic for more information.
Edit Contact	Select this option to open and edit the contact's record directly on the context pane. The contact information will save and synchronize between both applications. See the Contacts Form and associated help topics for information on the contact fields.
Create Firm	Select this option to create a new firm record in `Vantagepoint`. Enter and save the firm's information. The firm information will save and synchronize between both applications. See the Firms Form and associated help topics for information on the firm fields.
Edit Firm	Select this option to open and edit the firm's record directly on the context pane. The firm information will save and synchronize between both applications. See the Firms Form and associated help topics for information on the firm fields.
Open in Vantagepoint	Select this option to open the record in the Vantagepoint application. This will open Vantagepoint, log you in, and take you to the associated record.

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Context Pane and Toolbar Options for Gmail

The Context Pane contains a toolbar and various menu options that display based on the area in which you are working. Refer to the following for a complete list of options that are available from within Vantagepoint Connect.

Toolbar

The toolbar displays at the top of the Context Pane with options that change depending on the area in which you are working.

Field	Description
	Use the Search field on the Context Pane to search for specific `Vantagepoint` records. The search criteria must be at least three characters in length, and you can enter part of the name of a firm, contact, or project. When the associated records display, scroll through the Context Pane to view the search results. When you select the record that you want to view, the record's details display in the associated fields on the Context Pane.
Filter	Click this icon to open an additional menu where you can filter the search results for more specific data. Options may include all records, contacts, firms, projects, and activities.
	Click this icon to open the Configuration options where you can view, change, or apply your synchronization and configuration settings, as well as force a synchronization, view technical specifications about the application, and log out. You can also access the Connect Sync Options Integration Utility to view review the synchronization details between Connect and `Vantagepoint` CRM.
	Click this icon to open the Connect menu options where you can add, view, or update contact, firm, activity, project, address, and other information. You can also send availability and suggest meeting times, as well as go to the `Vantagepoint` application.

Context Pane Menu Options

Within each section of the context pane, click the in the heading to open the menu options that are specific to that section of the context pane. The options change depending on the area in which you are working.

For example, the Contacts section displays Create Email, Create Meeting, Log Email, Create Project, Edit Contact, and Open in Vantagepoint, while the Firms section displays Log Email, Create Project, Edit Firm, and Open in Vantagepoint.

Field	Description
Create Email	Select this option to create and send an email in your mail application to the associated contact. The email dialog prefills with the contact's associated email address. Enter the email's details and send.
Create Meeting	Select this option to create a meeting on your calendar that prefills with the associated contact information. Enter and save the meeting's details to save it to your calendar.
Log Email	Select this option to automatically save the email and its associated information as an activity record. This saves the email's name, start date, end date, status, contact, project, firm, and any other important associated information. If you click and select the Open in `Vantagepoint` option, this email opens as an activity in the `Vantagepoint` Activities hub.
Create Project	Select this option to create a new project record in `Vantagepoint`. On the New Project form in the Projects hub, enter and save the project's information. The project information will save and synchronize between both applications. See the New Project Form help topic for more information.
Edit Contact	Select this option to open and edit the contact's record directly on the context pane. The contact information will save and synchronize between both applications. See the Contacts Form and associated help topics for information on the contact fields.
Create Firm	Select this option to create a new firm record in `Vantagepoint`. Enter and save the firm's information. The firm information will save and synchronize between both applications. See the Firms Form and associated help topics for information on the firm fields.
Edit Firm	Select this option to open and edit the firm's record directly on the context pane. The firm information will save and synchronize between both applications. See the Firms Form and associated help topics for information on the firm fields.
Open in Vantagepoint	Select this option to open the record in the Vantagepoint application. This will open Vantagepoint, log you in, and take you to the associated record.