The Record Description Field and Adding Quick Memos via the Sidebar

2 min read · For Email Sidebar users on:

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.

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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.

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Enable the Description field in Sidebar customization (legacy)

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

• The standard Salesforce Description field is not enabled for the object type in RG Email Sidebar customization.
• The field is set as read-only or non-editable in Salesforce.

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.

2. Select Customization to open the Sidebar customization page.

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

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

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

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

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Enable the Description field in Sidebar settings (new)

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

• The standard Salesforce Description field is not enabled for the object type in RG Email Sidebar settings.
• The field is set as read-only or non-editable in Salesforce.

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

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

2. Select Customization to open the Objects tab of the Sidebar settings.

3. In the Objects menu, find the card for the object you want to edit and click it to expand.

4. In the Detailed view section, use the Search field to type Description and locate the field quickly.

5. Select the checkbox next to the Description field to add it to the object’s detailed view.

6. Select the checkbox in the Important column to prioritize the field’s display in the Sidebar.
7. Click Save to apply your changes, then restart the Sidebar.

   

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