Using the data-grid pane

The SyteLine data-grid pane is located below the Interaction pane. The SyteLine data-grid pane gives a quick access to the information related to the people you work with or exchange the message with. The people can be anyone from customers, vendors, contacts or prospects. If you don't work with all of these, you can turn them off selectively from the Add-In Options, so the data-grid won't be visible to you. You can also just close the grid pane.

The data-grid pane is not always visible when a message is opened. It is visible only when the sender's email id matched in a SyteLine database against the Interaction Type or the existing message has previously been attached to any of the above Interaction Types. Depending upon the match, the data-grid shows different data.