Configure Sidebar Advanced settings¶
Important
This article covers features in the updated Sidebar settings, previously known as Sidebar Customization. For information about the legacy version, please visit this page.
Overview¶
In addition to the Sidebar Objects settings, you can adjust Advanced Sidebar settings. These settings allow you to fine-tune object handling and available actions in RGES. For convenience, all settings are organized into functional groups, allowing you to configure:
- Object linking rules: Define which objects are automatically or manually linked to emails and events in the Sidebar.
- Attachments handling: Set preferences for which email attachments, including .eml files and specific file types, are automatically selected or excluded in the Save dialog when saving to Salesforce.
- Smart Actions display: Customize which Smart Actions appear in the Sidebar’s bottom toolbar.
- Engagement tracking: Manage automatic insertion of tracking codes into composed emails and set notifications for when recipients open tracked emails.
- Events & Email saving: Control how emails and events are saved in the Sidebar, including account auto-linking for contacts, auto-saving emails in threads, email body editing, and handling duplicate emails in Salesforce.
- Other settings: Manage various features such as disabling email templates, supporting Salesforce assignment rules for Leads and Cases, and adjusting initial search behavior.
Object linking rules¶
Settings overview¶
Preselect objects for linking to emails
Specify record types to make them automatically selected for linking with emails in the Save dialog when RGES identifies them as related. You can still manually unselect or add records when saving emails via the Sidebar.
Do not allow linking these objects to emails
Specify record types that cannot be linked to emails in the Save dialog. This setting overrides the preselection above.
Preselect objects for linking to events
Specify record types to make them automatically selected for linking with events in the Save dialog when RGES identifies them as related. You can still manually unselect or add records when saving events via the Sidebar.
Do not allow linking these objects to events
Specify record types that cannot be linked to events in the Save dialog. This setting overrides the preselection above.
How to configure object linking rules¶
- To add a record type: Click on the blank space in the field and select the desired record type from the list. The selected record type will appear in the settings field as a box.
Note
If the needed record type is not listed, go to the Objects page and ensure that the object for this record type is added to the Objects menu. If not, add the object first.
- To remove a record type: Click the Close icon () on the box for that record type.
- To clear all selected record types: Click the Close icon () for the entire field.
- To apply the changes: Click Save and refresh the Sidebar.
Important
Do not select all object types in the Do not allow linking these objects to emails/events fields. If you do, the RG Email Sidebar won’t be able to link any object to the email/event, and the Save email button will be disabled.
Attachments handling¶
Settings overview¶
Do not allow attaching EML files to objects
This setting disables attaching exact copies of email messages, including all technical delivery data and headers, as .eml format files to objects in the Save dialog.
Preselect attachments in Save dialog
This setting allows you to configure which attachments are automatically selected in the Save dialog. The following options are available:
- Only attached files > 100 KB: Automatically selects attachments larger than 100 KB. This option helps prevent saving small images, such as those from email signatures, to Salesforce.
- All attached files: Automatically selects all attached files for saving to Salesforce.
- Do not auto-select attached files: No attachments will be auto-selected in the Save dialog.
- Specific file types: Automatically selects only the specified file types for saving to Salesforce. When this option is selected, enter file types (e.g.,
txt,pdf,docx) without dots in the field below.
For each option under the Preselect attachments in Save dialog setting, you can still manually select or deselect attachments in the Save dialog as needed.
To learn more about handling email and event attachments, refer to Attached Files Handling Mechanisms.
How to configure attachments handling¶
- To enable or disable the Do not allow attaching EML files to objects setting, select or clear the checkbox next to it.
- To configure the preselection of attachments, open the dropdown under Preselect attachments in Save dialog and choose your preferred option.
- To apply the changes, click Save and refresh the Sidebar.
Smart Actions display¶
Settings overview¶
Select Smart Actions that will appear in the Sidebar
This setting allows you to customize the Smart Actions available in the Sidebar’s bottom toolbar.
How to configure Smart Actions display¶
- To add a Smart Action: Click the blank space in the field and select the desired Smart Action from the list.
- To remove a Smart Action: Click the Close icon () next to the action you want to remove.
- To arrange the order of Smart Actions: Remove all Smart Actions from the field, then add them back in your preferred order from left to right.
- To apply the changes: Click Save and refresh the Sidebar.
Engagement tracking¶
Settings overview¶
Auto-insert Engagement tracking code into composed emails
This setting, enabled by default, automatically inserts the Engagement tracking code into all emails you compose when the Sidebar is open.
Notify when email is opened
This setting enables notifications in the Sidebar’s Engagement panel whenever recipients open emails containing the Engagement tracking code. Notifications are only sent for emails that are pinned in the Engagement panel.
Important
The Engagement tracking code is only auto-inserted if the Sidebar is open when you create a new email. If the Sidebar is closed, the tracking code will not be inserted.
For details about the Engagement panel, see How to Use the Solution’s Engagement Panel.
To learn more about tracking email opens, refer to Tracking Email Opens with Tracking Code.
How to configure engagement tracking¶
- To enable or disable the Engagement tracking settings, select or clear the checkboxes next to each setting.
- To apply the changes, click Save and refresh the Sidebar.
Note
The Notify When Email is Opened setting is only available if the Auto-insert Engagement Tracking Code setting is enabled.
Event and Email saving¶
Settings overview¶
Get account for Appointment / Event saved with Contacts
This setting automatically retrieves the related Account when searching for a Contact record in the Save dialog. It enables you to link a calendar item without attendees (or without the necessary attendees) to both the Contact and its related Account simultaneously.
Do not select “Auto-save in thread” by default
This setting disables the ‘Auto-save new emails within this thread’ option in the Save dialog by default. To save an email to the relevant thread in Salesforce, manually select the corresponding checkbox in the Save dialog.
For more information, see Save All Emails in a Thread Function Explained.
Allow editing email body in Save dialog
This option enables the ability to edit the body of emails in the Save dialog.
Editing email body limitations:
- Available only for emails being saved in Read mode.
- HTML formatting is not supported.
- Not available for Enhanced Emails; only Task descriptions can be edited.
- Email bodies that exceed the field limit (32k characters) will be automatically truncated.
Allow creating duplicated emails in Salesforce
This setting, enabled by default, allows the creation of email duplicates in Salesforce, enabling Revenue Grid to link the same email to multiple Salesforce objects. You can disable this feature entirely or limit email duplication to specific objects.
Important
Disable this setting only if you want to completely prevent the creation of email duplicates and do not need to link emails to multiple objects.
For more details, see Item Deduplication Mechanisms Explained.
How to configure event and email saving¶
- Get account for Appointment / Event saved with Contacts: Select or clear the checkbox to enable or disable this setting.
- Do not select “Auto-save in thread” by default: Select or clear the checkbox to enable or disable this setting.
- Allow editing email body in Save dialog: Select or clear the checkbox to enable or disable this setting.
- Configure email duplication:
- To allow email duplication for all objects, select For all objects.
- To disable email duplication, select Do not allow.
- To allow duplication for specific objects, select For selected objects. Then, choose the object types in the Allow linking to these objects field. Leaving the field blank includes all object types.
- Click Save to apply the changes, then refresh the Sidebar.
Other settings¶
Settings overview¶
Do not allow working with email templates
Disables the ability to use Salesforce email templates and RG templates in the Sidebar.
Support Lead Assignment Rules
This feature enables leads created via the Sidebar to be assigned to users and queues based on the Lead assignment rules configured in Salesforce.
Support Case Assignment Rules
This feature enables cases created via the Sidebar to be assigned to users and queues according to the Case assignment rules configured in Salesforce.
For more details on Salesforce assignment rules and queues, refer to Assignment Rules and Set Up Queues.
Include internal emails into initial search results
Includes records with internal email addresses/domains in initial search results. A strict search is applied. For details on handling internal emails and domains, see this article.
Include own email
Includes records with your email address in the initial search results. The strict initial search is also applied for these records.
Do not allow to search objects in Linkedin
Removes the option to search for related objects in LinkedIn from the Sidebar.
How to configure Other settings¶
- To enable or disable any of the Other settings, select or clear the checkboxes next to each option.
- Click Save to apply the changes, then refresh the Sidebar.