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Defining Record Associations (Smart Linking)

 

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

   


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