Search Pane in Microsoft Outlook

Use this Vantagepoint pane in Microsoft Outlook to search for and view any Vantagepoint contact, firm, or project.

This allows you to easily look up information in Vantagepoint when you create meeting invitations or emails in Outlook.

The search retrieves all contacts, firms, and projects with:

• A name or number that matches your search terms.
• An entry in another field for the record that matches your search terms.

Click a record in the results list to view more information about the record.

Example:

You enter Anderson in the search field.

The search results list displays the following results:

• Janet Anderson (a contact)
• George Smith (a contact who works for the firm Anderson and Associates)
• Anderson and Associates (a firm)
• Anderson Clinic (a project)
• Belmont Park (a project with Anderson and Associates entered as the primary client for the project)