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. Click Save to SugarCRM button on the upper right hand side. 




2. A pop-up window will display all related entries. You can choose which entry to relate the email to.  



3. You can also search for specific entries to relate the email to. 


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

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

4. You can also include attachments. If there are multiple attachments to an email, you can choose which attachment to include. Just click the Attachments button, then tick the check box to select files. 



5. Once done selecting the related entries, click the Save button. 



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 Send and Save to SugarCRM button. 



2. A pop-up window will display the related entries of an email.


 


2. You can also search for specific entries by clicking Search.




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, click Attachments tab. You can choose to save all attachments or not save any in Sugar. 



6. To send the email, click Send and Save button. The email will be sent and it will be saved in Sugar shortly. 





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.