Can I automatically archive the emails I receive to Sugar?
For security reasons, emails received must be manually archived to Sugar. This is to prevent private and confidential information from being archived to Sugar. Collabspot gives you the option to easily add emails to Sugar (Quick add to SugarCRM) or customize where to archive the emails to (Add to SugarCRM) as an alternative.

How can I automatically archive all outgoing emails?
  • On the Collabspot sidebar, click on the Gear Icon > Options > General.
  • Select Yes beside Add Outgoing Emails to SugarCRM.
  • Copy to SugarCRM box is automatically checked.

If I archive an email to a contact, will it also archive the email to the account the contact is associated with
Yes. Collabspot archives emails related to the Contact associated with the incoming or outgoing email and the Account it is associated with as long as the contact exists in Sugar. Emails will be archived to contacts and accounts who:
  • Received the email
  • Sent the email
  • Cc’ed or Bcc’ed in the email

Why was my email not archived to Sugar?
There are multiple reasons why email archiving fails:

  • The confirmation message, “Email Saved to Sugar” did not appear. This means that the email was not saved because of slow internet connection or connection with your Sugar server. If you experience this issue, try archiving the email at a later time.
  • The email was archived at a different Account/Contact/Opportunity/Case.
  • Error with Network Connections.

If its none of the reasons above, please contact