Server Side Sync - Gmail Integration

When enabled the sync process provides for:

• Automated tracking of email sent by the user from Anthology Reach
• Users receiving new emails or replies to tracked emails in their personal mailbox.

1. All user emails sent out of Anthology Reach that have sync enabled will be displayed as follows:
   1. In their Activities, sent Emails
   2. In the Activity history of all recipient records in Anthology Reach based on finding a match to the email address.
   3. In the Sent Items folder of the senders’ Gmail account.
2. All emails sent by leads, contacts and accounts to a user in Anthology Reach will be tracked dependent on the user’s personal option settings:

   

3. When an email is received from a lead, contact or account, the email address will be the primary email address in the corresponding Anthology Reach record. All emails sent from a person or entity (lead, contact or account) will be tracked in Anthology Reach.
   If the option Email messages in response to a Dynamics 365 email is set, the reply will not be tracked in Anthology Reach and will be available in the recipient’s Gmail inbox.
4. Emails sent from a user’s Gmail account (and not from Anthology Reach) will not be tracked to Anthology Reach. However, using the above setting, the recipient’s reply will be tracked in Anthology Reach.
5. Deletion of Gmail and Anthology Reach Tracked emails – there is no connection between Gmail and Anthology Reach when email on one side is deleted.