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Open Emails

When you open an email in Gmail, the Communication Panel automatically searches contacts based on your settings. Through Virtual Office for G Suite, you can see:


To perform the searches for someone else in the email thread, simply select the People in this thread drop-down and select the email address you’d like to search. Note that we do not expand group addresses.

While reviewing the search results, you can click the Search icon to open the matching record in a new tab. For Salesforce, we take you directly to the matching contact record. For G Suite, we open a new tab with your email filtered to the address.

 


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