CRM sidebar in Gmail and Outlook

Next to an opened e-mail the Companion shows who is writing to you: contact, company, open deals and the latest interactions – in Gmail and in Outlook on the web.

Switching it on

The sidebar is off by default because it handles personal communication. Switch it on under Settings → Features → CRM sidebar in Gmail and Outlook.

It appears in Gmail (mail.google.com) and in Outlook on the web (outlook.office.com, outlook.office365.com, outlook.live.com) as soon as you open an e-mail. The Outlook desktop app is not supported.

What the sidebar shows

A narrow sidebar aYOUne on this sender opens to the right of the e-mail. Collapse moves it out of the way.

| Area | Content |
|---|---|
| Sender | name and address; if the person is in your CRM, with a link to the contact. Otherwise it says Not in your CRM. |
| Company | the contact's company |
| Open deals | the open deals of this company |
| Latest interactions | the last five interactions with the person (for example e-mails, calls, notes) |

What you can do
• File in CRM stores the subject and the visible text of the e-mail (up to 4,000 characters) as an e-mail activity at the contact. The same e-mail is filed only once; a second attempt shows This email is already in your CRM.
• Create contact adds the sender's name and address to your CRM. If the sender's company is already known, the person is added there as a contact person. Beforehand the Companion checks whether the person already exists.
• Text snippet opens the search in your text snippets from aYOUne. The chosen snippet is copied; paste it into your reply with Ctrl+V.

Privacy
• When you open an e-mail, the sidebar only reads the sender's address and name, the subject and the e-mail's ID, and looks up the sender in your own aYOUne account.
• It reads the text of the e-mail only when you click File in CRM.
• Nothing is sent to the sender, to Google or to Microsoft. The Companion uses neither the Gmail nor the Microsoft interface for this and needs no additional permission.
• While the sidebar is off or you are signed out, nothing is read.

Details are in the privacy policy (privacy-policy), section 2.14.
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