Configuring the LinkPoint Connect Side Panel (Outlook + Salesforce)

LinkPoint Assist guides users through simple configuration processes to adapt LinkPoint Connect to individual and organizational needs. Various settings are available for managing the way that LinkPoint Connect displays Salesforce data, records emails, and syncs information between systems. In this section, you will learn how to modify several settings that impact the display of information in the LinkPoint Connect Side Panel.


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Configuring the LinkPoint Connect Side Panel

Step_1 Click the LinkPoint Assist icon in the system tray with the right mouse button and then select Configure LinkPoint Connect.



Select Side Panel from the Components list on the left side of the LinkPoint Assist window.



Select a Color Theme from the drop-down list to change the Appearance of the Side Panel. Note that Auto is the default option.



Tip_Web Tip: You may need to restart Microsoft Outlook after updating the Color Theme selection to apply the changes to the Side Panel.

Step_4 Select the Icon Size from the drop-down list to change the default size of the icons displayed in the Side Panel. The default size is Small.



Step_5 Select the Ignore the following items when looking up details: checkbox to specify email addresses to exclude from the Side Panel. Enter the content into the field box with one item on each line.



Tip_Web Tip: This is especially useful for excluding yourself or others in your organization from the Search Results or Contact List.



Step_6 Select preferred settings for the Pop-Up Detail Window that is displayed when double clicking on items in the Side Panel. The window can be set to close when clicking away from it or when clicking the close icon.



Click the Apply button to confirm the selection and click the OK button to finish and exit LinkPoint Assist.




Download_WebDownload: Access the complete LinkPoint Connect: Outlook + Salesforce User Guide in .pdf format. Get the User Guide

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