Email Panel Actions

located on the right side of the screen, unaric sidebar email panel blends with the look and feel of gmail when opened, the email panel automatically detects the sender of a message and offers you to save it in your crm also saves sent messages with a single click interface click to close the panel click to open the manage add on menu or refresh the app the sender if a matching email address is found on the crm some details for this contact or lead will be displayed click see profile to open the contact record directly from the crm this button displays if this email is not yet added to the crm click this button to add this email to crm automatically associating it to the contact click link to associate the email to other objects on the crm use mark to sync this email tread with the crm this option appears if automatic sync is enabled see docid\ o7ry1 vmw7qtsnr7n76c enable crm tools such as view records, create tasks/calls and access auto sync enable gemini tools to enable ai for your emails see docid\ cvep88qknfz3jj21vda8q enable social insights to display social media presence of lead/contact enable related records to display other objects associated to contact/lead action icons such as opening the billing page "$", open settings page and logout from the connector more actions menu the more actions menu can be found on the right side of the panel, it is the vertical ellipses refresh select this option to refresh the sidebar this will also get the latest updates to the add on manage add on select this option if you want to display the related products by ienterprises on the gsuite marketplace here you can find the docid\ nzueask4yfryycpcptpno option logout from unaric sidebar 1 open unaric sidebar 2 click the logout icon at the bottom 3 click logout to confirm