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Revenue Grid Email Sidebar (RGES) Knowledge Base. Enterprise Stable channel
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    • HOME
    • ❓ EMAIL SIDEBAR FAQs
    • 📺 VIDEO GUIDES
      • ❍ Salesforce Interactions
      • ❍ Sharing Emails
      • ❍ Syncing Calendar Items
      • ❍ Syncing Tasks & Contacts
    • 📖 RELEASE NOTES, KB UPDATES
        • ❍ Introduction
        • ❍ How RG Email Sidebar Works and What It Syncs
        • ❍ Privacy and Security
        • ❍ Using RG Email Sidebar Adaptive View
        • ❍ RGES Sync and Add-In Functions
        • ❍ RG Email Sidebar Plans & Pricing
        • ❍ Supported Email Servers
        • ❍ Supported Salesforce Editions
        • ❍ Supported Email Clients for Microsoft Office 365 (with Exchange Online plan)
        • ❍ Supported Email Clients for Microsoft Exchange 2010
        • ❍ Supported Email Clients for Microsoft Exchange 2013, 2016, 2019
        • ❍ Supported Email Clients for Gmail
        • ❍ (MSI implementation only) Supported Email Clients for POP IMAP Servers or Exchange 2007
        • ❍ How to Install and Run RG Email Sidebar (Office 365)
        • ❍ How to Install and Run RG Email Sidebar Desktop (.MSI) implementation)
        • ❍ How to Install and Run RG Email Sidebar in MS Outlook for MacOS
        • ❍ How to Install and Run RG Email Sidebar (all configurations)
        • ❍ RG Email Sidebar Desktop (.MSI) vs RG Email Sidebar Cloud (Web) Implementation Comparison
        • ❍ How to Install RG Email Sidebar from a Manifest File or URL
        • ❍ How to Install RG Email Sidebar on an Android or iOS Device
        • ❍ Authorizing RG Email Sidebar Sync to Work with Your Data
        • ❍ RG Email Sidebar Registration Wizard
        • ❍ Using the Add-In with Test Data
        • ❍ How To Change Email Address in RG Email Sidebar Account (Office 365)
        • ❍ Recovering a Forgotten RG Email Sidebar Password
        • ❍ Viewing Your RG Email Sidebar Account Info and Changing Account Password
        • ❍ How to Open RGES Sidebar in New MS Outlook Web Interface
          • ❍ Sharing Emails in Salesforce - Ways to Save an Email
          • ❍ How to Save Internal or Blocklisted Emails in Salesforce
          • ❍ Tracking Customer Engagement with RGES Engagement Panel
          • ❍ Using Salesforce Templates
          • ❍ Sharing Calendar Items in Salesforce
          • ❍ The Updated Save Email/Save Event Dialogs
          • ❍ How to Send Meeting Time Slots
          • ❍ Sharing Calendar Availability
          • ❍ Using Delegated Calendars with RG Email Sidebar
          • ❍ Viewing Objects Related to Selected Item
          • ❍ Managing Contacts via RG Email Sidebar
          • ❍ Managing Tasks via RG Email Sidebar
          • ❍ Searching for Existing Salesforce Records and Creating New Records
          • ❍ Record Description and Add Quick Memo
          • ❍ Working with Activities
          • ❍ How to Log a Call via RGES Sidebar
          • ❍ How to Work with Salesforce Reports
          • ❍ How to Open Sync Dashboard
          • ❍ Using RG Email Sidebar on a Mobile Device
          • ❍ RG Email Sidebar Installation on iPhone and Contacts Syncing
          • ❍ Sending and Receiving 360 Degree SMS from RG Email Sidebar
          • ❍ How to Work with DocuSign Document Storage from RG Email Sidebar
          • ❍ How to Run RG Email Sidebar on Citrix XenApp
          • ❍ Opening Websites/LinkedIn profiles of Contacts, Leads, and Accounts
        • ❍ Sharing Emails in Salesforce, An Overview
        • ❍ RG Email Sidebar Synchronization Overview
        • ❍ Patterns Applied on Auto-saving
        • ❍ Item Deduplication Mechanisms
        • ❍ Standard Object Fields Mapping Patterns
        • ❍ How RGES Sidebar Pinning Works
        • ❍ RG Email Sidebar Initial Search and Applied Filters
        • ❍ File Attachments Handling, An Overview
        • ❍ How RG Email Sidebar Works with Required Fields and Layouts in Salesforce
        • ❍ Calendar Items Sync Exceptions
        • ❍ Calendar Items Sync Special Patterns - Attendees Lists, Private Items, Item Unsharing and Deletion
        • ❍ Historical Sync & Timezones Matching
        • ❍ Salesforce Custom Buttons Support
        • ❍ Context-Specific Hints
        • ❍ Using the Smart Description Feature
        • ❍ MS Exchange Aliases Handling
        • ❍ Two Not-to-Be-Synced Blocklisting Layers
        • ❍ Customizing RG Email Sidebar (full article)
        • ❍ Using the Search by List Customization Setting
        • ❍ Customization Page Notifications Explained
        • ❍ Managing RG Email Sidebar Customizations
        • ❍ How to Set Smart Actions Order
        • ❍ Configuring Activities Synchronization Settings
        • ❍ Choosing What to Synchronize
        • ❍ Viewing Synchronization Statistics and Connection Statuses
        • ❍ Resolving Sync Issues
        • ❍ Auto-Cropping of Previous Messages in Email Body
        • ❍ How to Renew Exchange and Salesforce Account Credentials
        • ❍ How to Properly Add a Custom Object to RGES Handling Scope
        • ❍ How to Create a Custom View to Work with Closed Cases and Opps
        • ❍ Switching Between RG Email Sidebar Interface Views
        • ❍ How to Enable DocuSign in RG Email Sidebar
        • ❍ RG Email Sidebar Mass Deployment (Office 365)
        • ❍ Installing RG Email Sidebar in MS Exchange 2013, 2016, 2019
        • ❍ Available RG Email Sidebar Mass Deployment Scenarios
        • ❍ How to Create an Impersonating Email Account
        • ❍ Impersonation in RG Email Sidebar and Configuring Mailbox Access
        • ❍ Convert a Shared Mailbox to a Mailbox
        • ❍ Salesforce Connectivity Tab - Bulk Salesforce Access Authorization
        • ❍ How to Log in to RG Email Sidebar Administration Panel
        • ❍ Managing Organizations in RG Email Sidebar Administration Panel
        • ❍ Managing Users in RG Email Sidebar Administration Panel
        • ❍ Managing Plans for RG Email Sidebar Users
        • ❍ Return on Investment and User Status Tools
        • ❍ Monitoring Users and Organizations
        • ❍ RG Email Sidebar Admin Panel Special Settings
        • ❍ Special Synchronization Patterns
        • ❍ How to Disable Customization Page for Specific Users
        • ❍ Office 365 Data Accesss Over MS Graph
        • ❍ Attachments Handling and Related Settings
        • ❍ How to Enable The Country Picklist for Contacts
        • ❍ How to Enable Advanced Calendaring (Recurring Events Sync and Deduplication Prerequisite)
        • ❍ Deactivating RG Email Sidebar
        • ❍ Setting Up Invisible Suite Managed Package in Salesforce
        • ❍ RGES Managed Salesforce Package Setup and Contents
        • ❍ How to Add the Attendees Management Component
        • ❍ How RG Email Sidebar Works With EWS
        • ❍ Resolving Firewall Issues
        • ❍ How to Configure Meeting Rooms for EWS
        • ❍ Clearing Internet Explorer Cache & Cookies to Refresh RG Email Sidebar
        • ❍ How to Update RG Email Sidebar Desktop (.MSI) Implementation
        • ❍ How to Resolve the Add-In Could Not Be Started Error
        • ❍ How to Resolve RGES Icons Are Greyed Out in the Ribbon
        • ❍ How to Resolve RGES Icons Are Replaced by Placeholder Icons in the Ribbon
        • ❍ RGES Sync Authorizing in Azure / Office 365 Admin portals
        • ❍ RG Email Sidebar and Salesforce API Calls Limit
        • ❍ Troubleshooting RG Email Sidebar Desktop (.MSI) Implementation
        • ❍ Sync Issues Error Codes
        • ❍ How to Resolve the Need Admin Approval Error
      • ❍ Introduction to RGES Chrome Extension for Salesforce and Gmail
      • ❍ Mass Deployment of RG Email Sidebar Chrome Extension
      • ❍ How to Create a Gmail Service Account
      • ❍ Mass Provisioning of Chrome Extension End Users
      • ❍ Signing Up with RG Email Sidebar for Salesforce and Gmail
      • ❍ Using RG Email Sidebar for Salesforce and Gmail
      • ❍ The Book Me Feature in RGES for Salesforce and Gmail
      • ❍ The Time Slots Feature in RGES for Salesforce and Gmail
      • ❍ How to Disable or Remove the Extension

    Gmail Extension

    ​ ❍ Introduction to RG Chrome Extension for Salesforce and Gmail

      ​ ❍ Mass Deployment of Revenue Grid Chrome Extension

      ​ ❍ Mass Provisioning of Chrome Extension End Users

      ​ ❍ Signing Up with Revenue Grid for Salesforce and Gmail

      ​ ❍ Using Revenue Grid for Salesforce and Gmail

      ​ ❍ The Book Me Feature in RG for Salesforce and Gmail

      ​ ❍ The Time Slots Feature in RG for Salesforce and Gmail

     

    ​ ❍ How to Disable or Remove the Extension

     

       

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