Create a New Vantagepoint Contact from Microsoft Outlook
From Outlook, you can create a contact record in Vantagepoint for email recipients or senders who are not already entered as contacts in Vantagepoint.
Prerequisites: You must have the Outlook add-in installed.
To create a contact record in Vantagepoint for an email recipient or sender from an email in Outlook:
- In Outlook, open an email that has a recipient or sender who is not already entered as a contact in Vantagepoint.
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Complete one of the following actions:
- In Outlook Web App: In the email, click the Vantagepoint icon, and select Open Deltek.
- In Outlook for Windows or Outlook for Mac: On the Home tab in the Outlook ribbon, click Open Deltek in the Vantagepoint group.
- In the Vantagepoint contact information pane, click on the toolbar.
- In the Vantagepoint email recipients pane, click beside an email address (in the Not in Deltek section) to open the Contacts hub and add the person as a Vantagepoint contact in Vantagepoint.
- Complete the fields on the Vantagepoint Contacts form and click Save.
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