Configuring Exhange and Google Email to GoldMine History

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The latest DoubleLook Enterprise allows you to connect Google or Exchange Accounts to GoldMine for Email History. This links the Inbox\Outbox directly to the GoldMine Contact histories.

Setup DoubleLook Sync Profiles

Once DoubleLook Enterprise has been installed on your computer, the following instructions will help you configure it to synchronize your Contact Manager and your handheld devices.

  1. Launch DoubleLook Enterprise via the shortcut the installer created on your desktop.
  2. Click "Add Profile" on the left to launch the DoubleLook settings screen for a new profile.
  3. Select GoldMine on the left and your Destination (Google\Exchange) on the right, then click "Configure", if applicable, to set specific settings for the profile. Make sure you select the Correct Goldmine User












Configure Google and Exchange Email to GoldMine History

Once you have GoldMine connected correctly and you have selected your "With" we can enable the Email to History.

  1. Open DoubleLook Enterprise, select the Profile and choose Modify Profile.
  2. Select Advanced in the bottom left and select the Email to History Tab.
  3. For Source, select Email account in the Drop down and then click the Gear.
  4. Enter your Email then choose Authentication. For Exchange we recommend the Graph OAuth Login and the same for Google.
  5. Once signed in, click Ok then setup the specific Email to History settings found in the next section.
  • For Google if you want to connect this as IMAP you will need an App Password. Click Here for steps on getting a Google Account App Password.














Email to History Settings

Inbox Settings

1. Store Inbox Email to History: This setting allows you to select what information from the Exchange\Google Email is stored in the History Record. Choose from one of the three options
  • Subject Only: Stores only the email Subject as the History Record Subject.
  • Subject and Body: Stores both the Email Subject as the History Record Subject and the Email Body in the Notes of the History record.
  • Subject, Body and Attachments: Stores the Email Subject as the History Record Subject, the Email Body in the Notes of the History record and links any attachments to the History record.
2. Inbox Folder Name: This option allows you select the Default Inbox to Read emails from in Exchange\Google. "Inbox" is the default, but if you have a special folder set to receive emails you want to store you can adjust this setting accordingly.

Outbox Settings

1. Store Outbox Email to History: This setting allows you to select what information from the Exchange\Google Email is stored in the History Record. Choose from one of the three options
  • Subject Only: Stores only the email Subject as the History Record Subject.
  • Subject and Body: Stores both the Email Subject as the History Record Subject and the Email Body in the Notes of the History record.
  • Subject, Body and Attachments: Stores the Email Subject as the History Record Subject, the Email Body in the Notes of the History record and links any attachments to the History record.
2. Outbox Folder Name: This option allows you select the Default Inbox to Read emails from in Exchange\Google. "Outbox" is the default, but if you have a special folder set to receive emails you want to store you can adjust this setting accordingly.

Other Settings

1. Add History Items for: Sets which contact record in DejaOffice PC CRM\GoldMine will have an attached History record.
2. Store Outbox Email to History: This setting allows you to select what information from the Exchange\Google Email is stored in the History Record. Choose from one of the two options
  • Sender and Recipients: Adds a history record linked to both the Sender and Recipients Contacts.
  • Sender Only: Adds a history record linked to the Senders Contact.
3. Add histories for these contact categories: This option allows you to select specific Categories in DejaOffice PC CRM or GoldMine to scan email histories. This will exclude adding email histories any categories not selected if this is set.
4. Reread All Emails: This option forces a full re-scan of Exchange\Google emails. If you have added new contacts and have preexisting emails for these records, you will need to enable a "Reread All Emails" to get these older emails into History.

Scan Emails

1. Automatic scans are done after each sync: Selecting "Scan Now" allows you to preform a manual scan of the Exchange\Google Emails.
2. Scan email histories from folders: Selecting "Scan Specific Folders" allows you to select Exchange\Google Email sub-folders for email to history.
3. Undo Last Scan: Selecting "Undo Last Scan" removes and history items created from Exchange\Google Emails on the last scan.
Last updated: 16 July 2026