Welcome to Revenue Grid Email Integration Component Documentation¶

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Revenue Grid is the email-CRM integration component of our premium revenue intelligence package Revenue Grid.

Productivity and Activity Capture part of the Knowledge Base has the following sections:

Overview contains Privacy and Security Policy, general product functions and their comparison, and supported environments.
Setup contains step-by-step guides on installing and running the product on different platforms and environments.
Get started includes introductory overviews of the key RG Email Sidebar features and its user interactions and interfaces.
Using the Product section contains practical use guides and articles providing in-detail descriptions of various nuances of product functioning.
User settings include Connectivity, Customization, Synchronization, and other settings available to users having corresponding permissions.
Admin guide contains detailed Administrator’s guides on product deployment and fine-tuning, as well as user management.
Troubleshooting section contains step-by-step solutions to known issues which may occur with RGES running in different system configurations.
Release Notes contains information on the latest product updates: new features, improvements, notable bugfixes, and Knowledge Base articles updates.
FAQs section contains popular user inquiries about the Solution and gets updated regularly.

Each article is marked with icons:

These icons indicate whether their content concerns RG Email Sidebar implementation for Microsoft 365 mailboxes, MS Exchange mailboxes, or the Chrome Extension for Gmail / Google Workspace (G Suite), either two, or all of them.

NB: For readability considerations, in Knowledge Base articles RG Email Sidebar is referred to as RGES.