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The Record Description Field and Adding Quick Memos via the Sidebar

For users of the Email Sidebar on:

2 min read

Overview

When processing records, besides having your record notes at hand – in the Description field at the bottom of the record’s detailed view that mirrors the standard object Description field in Salesforce – you sometimes need to quickly add an informative comment or update about a record, as a note or reminder for yourself or for a colleague working with the same record. The Add Quick Memo feature of RG Email Sidebar serves this purpose.

Quick memos are added on top of the record’s Description, put as log entries including a date/time stamp and the name of the memo’s contributor. The Add Quick Memo function is not available for objects which have no Description field.

Add a Quick memo to a record

To add a Quick memo to a record:

  1. Expand the record’s card in the Sidebar by clicking on it.

  2. Select the Quick Memo tab among the tabs shown in the card.

  3. Enter the memo’s text in the “Add memo to {object’s} description” field and click Post to add the memo.

Now you and your colleagues can see the memo in the record’s description and react to it.

Enable the Description field in Sidebar customization

If the Add Quick Memo option is unavailable and displays a “description not found” notification, it indicates one of the following:

To enable the Description field for an object in the Sidebar customization, follow these steps:

  1. In the Sidebar, open the menu () in the top-left corner.

The menu icon in the Sidebar

  1. Select Customization to open the Sidebar customization page.

The Customization option in the Sidebar menu

  1. In the Objects in Revenue Grid column, find the card for the object you want to edit and click Detailed view.

The detailed view of the object card on the Customization page

  1. In the dialog that appears, type Description in the Filter field to locate the Description field.

The filter field with the field name entered

  1. Click the Plus icon () next to the field to add it to the object’s detailed view.

The field's Plus icon

  1. Click Done to close the dialog.
  2. On the Customization page, click Save, then restart the Sidebar to apply the changes.