Ebsta's Add Email to Salesforce window opens up when you are adding an email to Salesforce. The email can be associated to any existing record(s).
The Summary View is a snapshot of the Salesforce record* so you can be sure you are associating emails to the correct record(s). Simply hover over your chosen Object (e.g. Sam Fredericks) to see the Summary View.
Ebsta's Summary View is taken from your Compact Layout in Salesforce. Follow the steps below to learn how to create a new Compact Layout in Salesforce and set it as your primary layout for Ebsta to use in the Summary View.
Creating a new Compact Layout in Salesforce
1. Click Setup
2. Click Customize.
3. Click on your chosen Salesforce object (e.g. Contacts) and then click Compact Layout
4. Click New.
5. Create a new Compact Layout and click Save.
6. Click Compact Layout Assignment and then Edit Assignment.
7. Choose your new Compact Layout as the Primary Compact Layout and click Save.