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    • About
    • Email Sidebar & Sync
    • Sequences
    • Revenue Intelligence
    • Salesforce Scheduler Adapter
    • Release notes
    • Contact us
    • About
      • Supported Salesforce editions
      • Overcoming Firewall issues
      • Grant login access
      • Roles & permissions
    • Email Sidebar & Sync
        • Sync and Add-In functions
        • All Add-In functions
        • Functionality comparison
        • Licenses and Pricing
          • Email servers
          • Email clients for Microsoft 365
          • Email clients for Exchange 2016, 2019
          • Email clients for Gmail
          • Internet Explorer end of support
        • Install for Microsoft 365
        • Install in Outlook for MacOS
        • Install for Office – all configurations
        • Install for Google Workspace
        • Install from a manifest file
        • Install on Android or iOS
        • Registration wizard
        • Activate synchronization
        • Authorize mailbox access via Microsoft 365 OAuth for EWS
        • How RG Email Sidebar works
        • Adaptive sync intervals
        • Actions in RG Email Sidebar
        • Open Sidebar in Outlook for Microsoft 365
        • RG Email Sidebar for Gmail
          • Salesforce interactions
          • Saving Emails
          • Syncing Calendar items
          • Syncing Tasks & Contacts
          • Emails saving overview
          • Ways to save Emails
          • Save Calendar items
          • Saving from Gmail
          • Initial search and applied filters
          • Saving dialogs
          • Attachments saving
          • Auto-saving patterns
          • Save all Emails in thread
          • Crop previous Emails in thread
          • Save enhanced emails to extra Salesforce objects
          • Calendar sync patterns
          • Calendar sync exceptions
          • Syncing Salesforce events to email client's calendar
          • Internal/blocklisted Emails
          • Two blocklisting layers
          • Handle Inbox SPAM
          • Activities linking patterns
          • Object fields mapping
          • Pin RG Email Sidebar
          • Create new records
          • Search existing records
          • View related objects
          • Create a Task, Follow-up or Log a Call
          • Salesforce Activities
          • Record Description and Quick Memo
          • Open associated website or LinkedIn page
          • Salesforce fields and layouts
          • Salesforce custom buttons
          • Stale Thread Reminder
            • Time Slots in Outlook
            • Book Me in Outlook
            • Time Slots in Gmail
            • Book Me in Gmail
            • Invalidate Book Me link
            • Salesforce Reports
            • Salesforce Templates
            • Tracking Email Opens
            • AI Mentor Chat
            • Work with AI Mentor Chat
            • Using on Android devices
            • Using on iOS devices
            • 360 Degree SMS
          • Synchronization overview
          • Contacts syncing
          • Person Accounts syncing
          • Tasks syncing
          • Handling email aliases
          • Item Deduplication
          • Historical sync & time zones matching
          • Smart Description
          • Special sync patterns
          • Reconnect accounts
          • Change Email address (Microsoft 365)
          • Change Salesforce account
          • Integration with Salesforce Customer / Partner Community
          • Authorize Customer / Partner Community
          • Open sync settings
          • Pause sync
          • Resume sync
          • Force sync
          • Configure sync settings
          • (Legacy) Configure sync settings
          • Choose what to sync
          • Blocklist email addresses and domains
          • View sync statistics and connection statuses
          • Handle sync issues
        • Book Me defaults
          • Sidebar customization
          • Search by field setting
          • Create custom list view
          • Enable country picklist for Contacts
          • Application settings
          • Configure attachments saving
          • Manage Sidebar Customizations
          • Customization page notifications
          • Sidebar settings overview
          • Manage Sidebar objects
          • Configure attachments saving
          • Enable country picklist code
          • Configure object record cards
          • Create custom list view
          • Advanced Sidebar settings
          • Manage Sidebar settings
          • Configure localizations
          • Uninstall RG Email Sidebar
          • Uninstall from Google Workspace
          • Available deployment scenarios
          • EWS access connectivity
          • MS Graph access connectivity
          • Configure Impersonation for Exchange on-premises
          • Configure Google Workspace service account
          • Mass deploy Sidebar for Microsoft 365
          • Mass deploy Sidebar for Exchange 2016, 2019
          • EWS app-only access configuration
          • MS Graph app-only access configuration
          • EWS to MS Graph app-only migration
          • EWS delegated to app-only migration
          • Mass deployment for Google Workspace
          • Mass provisioning for Google Workspace
          • Set up Sync and mailbox access via Impersonation
          • Mass authorization to Salesforce
          • Service account for sync by attendee
            • Changes to EWS access control in Exchange Online
            • Enable EWS in Exchange Online (tenant level)
            • Enable EWS in Exchange Online (user level)
          • Log in to Admin Panel
          • Provision Users
          • Manage Profiles
          • Manage Users
          • Manage Licenses for users
          • Monitor Users and Profiles
          • Special Admin Panel settings
          • Manage Sidebar settings
          • Manage access to customization page
          • Email thread auto-save for profiles
          • Manage AI Mentor Chat
          • About presets
          • Start working with presets
          • Create a settings preset
          • Assign and apply presets
          • Configure and update presets
          • Manage presets
            • Configure sync settings in a preset
          • Install package
          • Package components
          • Update package
          • Generate tenant URL
          • Generate app integrations
          • Uninstall guide
          • Add widgets (admins)
          • Add widgets (users)
          • Replace old widgets
          • Switch old app
          • Replace app tabs (admins)
          • Replace app tabs (users)
          • Add widgets to Salesforce Experience sites
          • Delegated mailbox
          • Delegated calendars
          • Using with Shared mailboxes
          • Convert shared mailbox to regular one
          • Enable Calendar instant sync
          • Fine-tune instant sync triggering
        • Attachments handling and related settings
        • Enable advanced calendaring
        • Sync rooms availability to Salesforce calendar
        • Exchange integration via Apex class
        • Revenue Grid Scheduler API endpoints
        • Optional features list
        • Integrating Lightning Components
        • Sidebar mass removing
        • Generating API keys
        • Basic Sidebar troubleshooting
        • Authorize RG Sync in Azure / Microsoft 365 admin settings
        • Salesforce API calls limit
        • Sync issues error codes
          • RG widgets errors
          • Unavailable Canvas apps
          • Disable triggers
        • Diagnostic mode for troubleshooting
        • Revoke a Mailbox Access Token
        • Instant events sync troubleshooting
        • Configure meeting rooms for EWS
          • Error on opening encrypted and signed emails
          • Add-in login redirect page endless loading
          • Sidebar loading issue fix
          • Add-in icons are grayed out
          • Add-in icon is missing in New Outlook
          • Save Email button is greyed out (old)
          • Save Email button is greyed out (new)
          • Chrome Extension startup errors
          • Add-in could not be started error
          • The wrong Sidebar version was installed
          • UTF-7 email encoding issue
          • Add-in has been disabled to keep you safe error
          • Need Admin Approval error
          • Need Admin Approval - Nested App Authentication
          • Browser version troubleshooting
          • Salesforce OAuth error
          • Managed Package installation problem
          • Unable to share or get Customization settings
          • Attachment display issues
          • Unexpected email synchronization
          • Two deleted tasks appear in Salesforce after sync
          • Events duplication troubleshooting
          • Events syncing issue
          • Sync error caused by Contacts filters
          • Contacts sync issue on iOS devices
          • Book Me link displays incorrect time
          • Book Me events linked to wrong contact
          • Error "You have no authorization for this page or action"
          • Email cannot be saved to a custom object
          • Clear Edge cache & cookies
          • Clear cache on MacOS
          • Export Outlook items
          • Obtain Outlook add-in manifests
          • Delay or schedule emails sending
      • Release notes
      • FAQs
      • Automated sequences overview
        • Basic navigation
        • Initial config & first steps
          • About
            • 101 training
            • Cyclical loop starts with a call
            • Cyclical loop starts with a manual email
            • Mix of steps
            • Fully automated email drip campaign
            • Recruitment scenario
            • Renewal sequence
            • PR scenarios
            • Event follow up
        • New sequence
        • Add steps
        • Add merge fields to steps
        • Add recipients
        • Activate the sequence
        • Step sending overview
        • Manage sequence
        • Sequence Settings
        • Sequence stages
        • Statistics
        • Templates
        • Audience tab basics
        • Action required
        • Next steps
        • Prospect statuses
        • Prospect profile
        • Import from CSV
        • Duplicate records
        • Opt in prospects
        • Engagement with sequences
        • Replies
        • Notifications
        • To-do items
        • Tips
        • Log Twilio calls
      • Sequences in Sidebar
        • Sequences productivity
        • Sequences Required Actions
        • Recordings
        • Personal settings
        • Daily digest
        • Assign delegates
          • Engagement managed package
          • Add RG custom fields to object layouts
          • Widgets in Salesforce
        • Access rights
        • Platform settings
          • Twillio
          • Aircall
        • Sequence data export
        • Missing Add sequence button
        • Issues with RG Lead Sequences Widgets
      • Release notes
      • FAQs
      • Revenue intelligence overview
        • How to open Revenue Grid
        • Basic navigation
        • Pipeline visibility
        • Opportunity insights
        • Alternative opportunities enrollment
        • Accounts dashboard
        • Account insights
        • Activity trends
        • Relationship Intelligence
        • Engagement highlights
        • Related Signals
        • Create a signal
        • Signals in Email Sidebar
        • Create a note
        • Forecast
        • Trends
        • Pipeline Evolution
        • Team Activity
        • Sales rep accomplishments
        • Intelligence Package rollout
          • Configure My Domain in Salesforce
          • Turn on Collaborative Forecasts
          • Set Up Role Hierarchy in Salesforce
          • Assign a Forecast Manager
          • Configure Forecast Categories and Opportunity Stages Mapping
          • Assign Quotas to Users
        • Set up SF widgets for RG reports with default filters
          • Configurable Signals and Their Parameters
          • Out-of-the-box signals
          • How to Assign a Signals Manager
          • Signals Assignees
        • Widgets in Salesforce
        • Installing MS Teams bot for specific user groups
      • Release notes
      • Overview
      • API Calls for SSA
      • Configure SSA
      • Configure flows for guest scenarios
      • Updating refresh token
        • Configure SSA version 2
        • User management for admins
        • Users guide to managing calendars
    • Release notes
    • Contact us

    Troubleshooting

    ❍ Resolving Firewall Issues

      ❍ Clearing MS Edge Cache & Cookies to Refresh Revenue Grid

      ❍ How to Resolve the Add-In Could Not Be Started Error

      ❍ How to Resolve RG Icons Are Greyed Out in the Ribbon

      ❍ How to Resolve RG Icons Are Replaced by Placeholder Icons in the Ribbon

      ❍ Revenue Grid and Salesforce API Calls Limit

     

    ❍ Sync Issues Error Codes

     

       

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