---
title: Customization & Settings
slug: sidebar-outlook/customization-and-settings
icon: {"faIcon":"fa-solid fa-gear"}
createdAt: 2025-09-17T04:48:40.490Z
---

## Customize layout

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You can customize the order of sections on by dragging and dropping the available sections into their preferred order.

Reorderable sections include** Tools**, **Tasks**, **Social Insights**, and** Related Records**, depending on which features are enabled for the user and CRM configuration.

After a user changes the order, the add-in saves the preference and restores the same section order the next time Unaric Sidebar is open

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Hidden sections are ignored.
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![Reorder layout]()
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## Settings menu

Settings control how Outlook and the CRM exchange and store email, contact, calendar, and attachment data. To open settings, click the **menu icon** at the top right of Unaric Sidebar and select **Settings**. You will find the following settings:

| **Setting**                     | **Description**                                                                                                                                                                      |
| ------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Language**                    | Controls the language of the Unaric Sidebar interface and sets the default language for ChatGPT responses.                                                                           |
| **Send attachments to CRM**     | Determines whether email attachments are included when logging an email to your CRM. You can choose from *Always send*, *Ask every time*, or *Never send*.                           |
| **Follow Outlook Theme**        | Adjusts Unaric Sidebar's theme to match Outlook's.                                                                                                                                   |
| **Edit event after adding**     | A preference that, when enabled, automatically opens a new tab to edit an event immediately after you create it using the sidebar.                                                   |
| **Debug mode**                  | Active debug mode for troubleshooting.                                                                                                                                               |
| **Show/Hide homepage sections** | Allows you to customize which sections appear on the sidebar's homepage. Options include **People involved**, **Tools**, **Social insights**, **My Tasks**, and **Related Records**. |
| **Show/Hide Objects**           | Allows you to select which objects (e.g., **Contacts**, **Accounts**, **Opportunities**) are visible within the sidebar.                                                             |

## Selective attachment upload

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Pick which specific email attachments are uploaded to the CRM when logging an email from Outlook. 
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This feature is directly controlled by the **Send attachments to CRM** setting:

| **Setting Behavior** | **Detailed Action**                                                                                                                              |
| -------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------ |
| *Always send*        | All email attachments are uploaded automatically to the CRM when the email is logged.                                                            |
| *Ask every time*     | When you log an email, the add-in displays an attachment selection dialog listing all files, allowing you to manually choose which ones to keep. |
| *Never send*         | No attachments are uploaded to the CRM when logging emails.                                                                                      |

When *Ask every time* is enabled, the add-in displays a detailed list of all attachments found on the email, including each attachment’s file name and size.

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If no attachments are selected in the dialog, the email/activity logging process will continue normally, but no attachment upload is performed.
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