Collabspot allows you to archive the emails received straight from Outlook to Sugar. We archive two types of emails: incoming (received) and outgoing (sent) emails. In this section we will learn how to archive incoming emails / emails received.


Benefits


1. Allows you to save emails to Sugar without manually copy and pasting.

2. Saves time since you don’t have to switch from Outlook to Sugar 7 just to save emails.

3. Reduces human error.



How to Archive Incoming Emails


1. Open an email and click the Collabspot iconto open the sidebar. 


2. On the sidebar, navigate from RELATED tab to E -MAIL tab.




3. On the E-MAIL tab, you can select from the list under Related Entries where you want the email to be saved.


Note: You can choose to relate an email to the following:

  • A Lead
  • Another Contact
  • Another Account
  • An existing Opportunity
  • An existing Case

4. If you want to include attachments, just tick the checkbox to select all files or click the dropdown arrow on the Attachments section to select which attachments will be saved to Sugar.



5. You can also search and select other entries where you want the email to be saved. Don't forget to click Save.



6. Wait for the confirmation message that the email was successfully saved to Sugar.






How to Archive Outgoing Emails


1. On the Compose or Reply form, click this Collabspot iconto open the sidebar.

2. On the E-MAIL tab, you can select from the list under Related Entries where you want the email to be saved.


Note: You can choose to relate an email to the following:

  • A Lead
  • Another Contact
  • Another Account
  • An existing Opportunity
  • An existing Case


5. If you want to include attachments, just tick the checkbox to select all files or click the dropdown arrow on the Attachments section to select which attachments will be saved to Sugar.



6. You can also search and select other entries where you want the email to be saved. Don't forget to click Save.



7. Wait for the confirmation message that the email was successfully saved to Sugar.




FEATURE REQUEST: It is possible to archive an email to other modules than the standard ones. Contact your reseller or Collabspot support through support@collabspot.com to know more.