How To Open Sync Engine’s Dashboard (Sync Settings)¶

Important

If the Sync settings access page is displayed as a blank window, make sure to disable any adblocking browser extensions (e.g. Adblock Plus or uBlock Origin) for this page and then reload it. This is required because the page uses some scripts which are also used by web ads

Synchronization Dashboard is a configuration tool used to set up or customize Revenue Grid sync functioning locally, to get a detailed overview of your RG Email Sidebar usage, and to troubleshoot issues. In the Dashboard, you can:

The Dashboard’s functions and Sync settings are mostly identical for MS Exchange / Office 365 and Gmail accounts, with the exception of several MS Exchange specific functions.

>>> Click to see a screenshot <<<

To open Sync Dashboard:¶

1. Open the RG Email Sidebar Add-In / Chrome Extension in MS Outlook Desktop or On the Web version or Gmail
2. Click the ☰ Menu button in RG Email Sidebar Add-In / Chrome Extension and select Sync settings, or Set up Sync to activate RGES Sync Engine first

>>> Click to see an animation <<<

3. Next, you may also need to sign in over secure Salesforce OAuth 2.0 or Exchange/Office 365 OAuth 2.0 or Gmail OAuth 2.0 in a browser page that appears, depending on your RGES Org’s configuration

Force RGES Sync¶

On the Dashboard, to get your data synchronized quickly, you can initiate a sync session ahead of the one-per-30-minutes schedule. To do that:

Open Sync dashboard
Click Force Sync

Note

The Sync session will not be initiated instantly, but within 1-3 minutes. Additionally, please note that there is a limit on how often Sync forcing can be initiated

Pause RGES Sync¶

If you need to pause RGES sync for any reason, you can do that from the Dashboard as well. To do that:

Open Sync Dashboard
Click Pause

Note

Note that when RGES Sync is paused or suspended due to an error, a number of key RG Email Sidebar features are unavailable. Please refer to this table for more information.

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