Search for a Vantagepoint Record in Microsoft Outlook

In Outlook, you can search for and view information that is entered in Vantagepoint for any contact, firm, and project.

Prerequisites: You must have the Outlook add-in installed.

To search for a Vantagepoint record from Outlook:

1. In Outlook, open an email that has a recipient who is a contact in Vantagepoint.
2. 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 Deltek group.
3. In the Vantagepoint contact information pane click on the toolbar.
4. In the Vantagepoint search pane, enter part or all of a Vantagepoint record's name or number in the Search field.
   For contacts, you can also enter part of the firm name.
   Contacts, firms, and projects that match your search terms display in the results list below the Search field.

   For more information about the search results and an example, see Contents of the Search Pane.

5. Click a record in the search results list for more information about the record.
   • When you click a contact in the list, the contact displays in the Vantagepoint contact information pane in Outlook.
   • When you click a firm, or project in the list, the record opens in the Vantagepoint hub in a separate window.