Litify Inbox Customization Settings

The Litify Inbox Customization page allows System Administrators and individual users to adjust settings that define interactions between the general Litify platform and Litify Inbox. These settings can be adjusted to tweak the user experience for those using either the Outlook Add-In or the Chrome Extension. 

Customization settings are applied at the user-level, and as such they can be accessed and adjusted by users individually. Alternatively, these settings can be adjusted by a System Administrator and pushed to all users in the Litify organization. These settings include viewing, processing, and searching patterns for different types of objects and their associated fields. 

Table of Contents

Access the Customization Panel

To access the customization panel, open the side panel and click the hamburger menu. From here, select Customization.

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Access to the Litify Inbox Customization Panel can be disabled for end users. Use the following Admin Panel Setting to disable such access: ServiceAddInDisableCustomization – 1 

Litify Inbox Customization Panel Composition

The image below shows an example of the Litify Inbox Customization panel, broken up into several sub-sections. Below this image we’ve provided a table with brief explanations for each sub-section, and even more detailed explanations below that. 

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1. Actions that Control Changes to Customization.

More

This dropdown contains the following options:

  • Reload this Page
  • Import from a File
  • Export to a File

Discard Changes

Cancel updates made to the Customization Panel.

Reset to Default Settings

Reset the settings to their defaults. Defaults are defined on an org-level. Please refer to this article for more information.

Save

Save updates made to the Customization Panel.

2. Actions that Control Customization Sharing.

Get customization settings from a colleague

Allows users to retrieve their colleague’s customizations and apply them to their Customization Panel.

Share my customization settings with colleagues

Allows users to push their own customization settings to all users in the Litify organization or a subset of users.

Standard users without the View Setup and Configuration permission can export their customizations to share with colleagues or import customizations obtained from others.

3. Objects in Litify

  • This section contains all standard and custom Objects your Firm has in Litify.

4. Objects in Litify Inbox

  • This section contains Objects from your Litify organization added to the Litify Inbox add-in.
  • If an Object is added to this column, it becomes available in the sidebar. Users can search for, create, and update this Object’s records.

5. Other Settings

  • This column contains other Litify Inbox settings such as:
    • Application Settings
    • Available Smart Actions
    • Saving Emails
    • Defining record associations
    • Attachment handling

Application Settings

The Application Settings section allows you to define the behavior of the Litify Inbox add-in. The controls that are compatible with Litify will be covered in this section.

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Do not load objects related lists

If you select this checkbox, Litify Inbox will not display suggested records in the Sidebar. 

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Do not load related objects lists (Enabled) Do not load related objects lists (Disabled)

 

Hide Chatter

This setting defines whether the option to create Chatter Posts in the Litify Inbox add-in is available to the user.

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Hide Chatter (Enabled) Hide Chatter (Disabled)

 

Do not allow attaching .EML files to objects

This setting defines whether users are allowed to save email Messages as .eml files. 

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Do not allow attaching .eml files to objects (Enabled) Do not allow attaching .eml files to objects (Disabled)

 

Do not allow to work with Email Templates

This control defines whether users can utilize the Salesforce Classic Email Templates in the sidebar.

Available Smart Actions

This section allows you to add/remove smart actions that are available to Litify Inbox users.

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Templates

Grants access to Salesforce Classic Templates.

Reports

Allows users to access recently viewed reports (within the last 30 days).

Observations Panel

Contains clues about required Litify Inbox setup actions and synchronization status, along with information about actions and checks carried out by the Add-In.

Time Slots

Grants the option to generate meeting time slots via Meeting Scheduler.

Book Me

Allows the user to share Calendar Availability via Meeting Scheduler.

 

Email Saving Settings

This section contains controls that define email saving options available to end users.

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Do not select “Auto-save in thread” by default

This setting defines whether the checkbox to automatically save all future emails within the thread is checked/unchecked by default.

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Do not select ‘Auto-save in thread’ by default (Enabled) Do not select ‘Auto-save in thread’ by default (Disabled)

 

Edit Email body in the Save dialog

This setting should always be disabled as it is not compatible with the Enhanced Email.

Allow Creating Duplicate Emails in Salesforce

This setting defines whether users can save the same Email Message to more than one record in Litify.

If the setting is set to true, you can specify which objects users can save duplicate emails to using the dropdown. Please note that only objects added to the Objects in Litify Inbox column will be available in the dropdown.

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Defining Record Associations

This section controls what Objects users can and cannot save Emails and Events to.

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Disallow linking

Users cannot save Emails or Events to Objects defined in this setting.  

Pre-select for linking

Related records will be automatically selected for the end user when save operation is initiated.


This setting works in combination with the Do not load related objects lists setting.

 

Below is an example of how the combination of these two settings works. The email address in the image below is associated with a Party that has multiple related Intakes and Matters. With the Do not load related objects lists settings disabled, all of these related records are displayed in the sidebar.

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The Preselect for linking to emails field is set to Intakes. 

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That is why when a user hits the save button, the suggested related record will be automatically selected in the save dialog. 

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To avoid Emails being saved to incorrect records, we recommend having the Do not load related objects lists setting to be set to false and not to use the Preselect for linking to emails setting.

Attachment Handling

In this section users can define the default Litify Inbox behavior when selecting attachments in the Save dialog.

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Configure Set of Objects to Display

Add which Objects are available in your Litify org to the list of Objects used in Litify Inbox.

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Please note that the following Objects are considered required and should always be added to the Objects in Litify Inbox:

  • Email Message
  • Event
  • Party
  • Task
  • User

Make sure to remove any extra Objects that are not used by the end users as it may impact Litify Inbox add-in performance.

Customize Objects in Litify Inbox

You can customize each Object added to Litify Inbox to define:

  • Object Card Appearance
    • Compact Object Card Layout
    • Object Detailed View
  • Object Card Behavior

Object Card Appearance

Object Card Compact Layout

Users can customize what fields will be displayed in a compact Object Card layout—up to 4 fields.

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Object Detailed View

It is possible to define what record fields will be available in the add-in by navigating to the Detailed view from an Object Card.

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All the fields from the Detailed View are displayed on a record’s card detailed view.

  • The order of fields displayed in the Detailed View Card is defined by the Objects Page Layout in Litify.
  • The fields displayed in the Detailed View Card are added/removed in the Objects Card detailed view setting.
  • If a field is not in the Object’s Page Layout but added to the Detailed View, it won’t be displayed.

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Fields marked as important appear in the Litify Inbox Create New Record screen.

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If there is a separate Page Layout for new records in Litify that doesn’t contain fields marked as important in customizations, they will not be displayed in the create new record screen.

Object Card Behavior

Other Settings

In the Other Settings section Users can define Object Cards behavior when an Object is searched for in the Litify Inbox.

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Sort by

Defines card sort order.

Global Search Filter/Contextual Search Filter

Best practice is to have both the filters set to Default.

Search by

Defines what objects fields* are used when Litify Inbox retrieves search results.


*Only fields of type Text can be added.

Allow create

Allows end users to create new records right in the add-in.

Allow update

Allows end users to update records right in the add-in.

Hide on Search

Hides records of this object from search results.


This setting can be used to narrow the types of objects returned in the search results to avoid user errors.

 

Object Cards Pinning

Object Cards can be pinned to keep their categories displayed in the add-in:

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