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Defining Record Associations (Smart Linking)

For users of the Email Sidebar on:

 

1 min read

 

Tip

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

 

A set of options under Application settings on the right-hand side of Customization page is intended for adjusting Add-In / Chrome Extension behavior when it processes new emails or events

Disallow linking to emails for the following objects - object types entered in this field will not be selectable to be linked to email records.

Pre-select for linking to emails - object types entered in this field will be auto-selected to be linked to new email records. This function is only available if you are using Adaptive view.

Disallow linking to events for the following objects - object types entered in this field will not be selectable to be linked to event records.

Pre-select for linking to events - object types entered in this field will be auto-selected to be linked to new event records.

Important

To ensure the proper functioning of the RGES Add-In, do NOT add all object types to the Disallow linking to emails/events for the following objects box. If all object types are selected in this box, RG Email Sidebar is unable to find any object to link the email to. Thus, the Save email button becomes greyed-out and unclickable


   



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