Mixmax

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How to get started with Mixmax Sidebar and other user settings

Getting started

This article explains how to configure default fields for the Salesforce tab in your Mixmax Sidebar.

Setting default fields for your Salesforce Sidebar

This article describes what information you can see in the Mixmax Sidebar in Gmail and what actions you can take directly from the Sidebar.

Mixmax Sidebar overview

Learn how to access Mixmax Sidebar in different sections of the Mixmax web app.

How to access Mixmax Sidebar outside of Gmail

Mixmax Sidebar overview and general setup

Mixmax Sidebar

Learn how to sync email correspondence with your Workspace Group members and exclude particular emails and domains from being synced.

Syncing emails with your Group

This article will teach you to configure default access settings for cloud-hosted attachments.

Default settings for shared files

Learn how to set up default access settings for links you share in your emails.

Default settings for shared email links

This article explains how to automatically BCC your CRM every time you send an email.

Automatically BCC any CRM

Learn how to enable local storage in Google Chrome browser settings for Mixmax to function correctly.

How to enable local storage

This article describes how to reply from an alias by default if the email was sent initially using an alias address.

Default replies from an alias address

This article explains how to enable or disable grouping your emails into conversation threads in Gmail.

How to turn the Conversation View on and off

How to configure general email and user settings

Configuring user settings

Learn what kind of tracking is included in each of Mixmax plans by default.

What kind of tracking is included in my plan?

Learn how to remove the "Add Mixmax to Gmail" message from the meeting confirmation pages.

How do I remove "Add Mixmax to Gmail" from my calendar pages?

This article describes how to set a different font for your Mixmax messages.

How do I change fonts?

This article describes how you can use Google Chrome profiles to work out of multiple Mixmax accounts.

Working out of multiple Mixmax accounts

Frequently Asked Questions about Mixmax user settings

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