While using
Vantagepoint with Connect for Gmail, you can open the Context Pane so that you can quickly access your
Vantagepoint contact, firm, project, and activity information.
To open the
Vantagepoint Connect for Gmail Context Pane:
-
Open Gmail in Chrome.
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On the email preview window, click the
Vantagepoint button (or your company's custom button).
Note that selecting the
Vantagepoint button (or your company's custom button) will "pin" the pane open so that it is visible at all times. If the
Vantagepoint button isn't visible, make sure the
Vantagepoint extension is enabled in Chrome.
-
On the Context Pane, use yourVantagepoint username and password to log in to
Vantagepoint.
-
Click Sign In.
Use the options on the pane to work with your
Vantagepoint records. For details on using the pane with email,
contacts, and the calendar, see the
Context Pane Quick Reference help topic.