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Application Settings in RGES Customization Settings

For users of the Email Sidebar on:

 

3 min read

 

Tip

See this article for more detailed overview of RG Email Sidebar Customization Settings

Using the controls in the right pane of Customization page you can adjust the following settings defining various aspects of the Add-In’s/Chrome Extension’s behavior:

 

  • Auto-insert Engagement Tracking code (MagicPixel) into composed emails. Select this checkbox to have email tracking automatically enabled for all emails you compose and send to external recipients
  • Notify when email is opened. Another setting related to Engagement panel; when enabled, notifications in the Sidebar’s bottom toolbar will be displayed when the tracking code is triggered by the recipients of all such emails, as if they were marked as important (pinned) in the Engagement panel by the user

Note

The Magic Pixel tracking code only gets auto-inserted into emails if your RG Email Sidebar Add-In / Chrome Extension is opened when you create a new email; if it’s closed when you compose an email, the tracking code will not be inserted

  • Do not load related objects lists. If you select this checkbox, RG Email Sidebar will not display related objects in the Sidebar
  • Include internal emails into search results. By default, RG Email Sidebar does not display objects related to internal emails. Select this checkbox to allow RG Email Sidebar to search for internal email addresses in Salesforce and display all objects related to the opened internal email
  • Hide Chatter. Toggle this setting to show or hide Chatter access button in RG Email Sidebar
  • Do not allow sharing email message in Chatter feed. Select this checkbox if you do not want to get auto-generated Salesforce Chatter notifications about emails and attachments processed by RG Email Sidebar
  • Do not allow attaching .EML files to objects. This setting defines whether you are allowed to save email messages converted to .eml files with Salesforce objects. See this article for more information
  • Do not allow to work with email templates. This setting manages the possibility to use Salesforce email templates from RG Email Sidebar
  • Do not allow to search objects in LinkedIn. This setting manages the possibility to search an Account or Contact in LinkedIn from RG Email Sidebar
  • Support Case Assignment Rules. Enable this setting if you want to have the ability to assign Support Cases in queues via RG Email Sidebar using Case Assignment Rules, in order to assign Cases to your colleagues according to you preferences
  • Support Lead Assignment Rules. Enable this setting if you want to have the ability to assign Leads in queues via RG Email Sidebar using Lead Assignment Rules, in order to assign Leads to your colleagues according to you preferences

 

 

The next block of settings manages several aspects of saving emails as activities in Salesforce:

  • Do not select “Auto-save in thread” by default. This setting makes the Auto-save all emails in this thread checkbox in the Record email as activity to Salesforce dialog unchecked by default, so you will need to select this box specifically for those messages you consider worth adding to the relevant correspondence thread in Salesforce. This implies performing an extra action on email processing, but allows saving some storage space in your Org

 

Note

In case Auto-Save Emails in Threads synchronization setting is enabled and this box is selected, when you save an email by clicking the Save button, the Auto-save new emails within this thread checkbox will still be unselected by default and you will have to manually select it to auto-track the thread in Salesforce

 

 

  • Edit email body in Save dialog. See this article for complete information about this setting

   



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