Email Archiving

Email Archiving
Benefits: 1. Save emails to Sugar without manually copy and pasting the contents. 2. Saves time since you don’t have to switch from Gmail to Sugar ...
Fri, 21 Sep, 2018 at 9:15 AM
Archive an Incoming Email
Incoming Emails Collabspot allows you to save the emails you received straight from Gmail to your Sugar instance.  Take note that incoming emails mu...
Fri, 21 Sep, 2018 at 9:19 AM
Archive an Outgoing Email
Outgoing Emails Collabspot allows you to save the emails you're about to send straight from your Gmail to Sugar instance.  Auto-archive...
Fri, 21 Sep, 2018 at 9:27 AM
Archive Email Conversations or Threads
Collabspot email archiving allows you to save email conversations within a thread. 1. Collabspot will only save what appears on the screen.  ...
Fri, 21 Sep, 2018 at 9:36 AM
Saving an Attachment as Documents to SugarCRM 7.x
This feature allows you to add files without including the associated email: 1. For this feature to work, you need to grant Gmail permission first. Y...
Tue, 25 Sep, 2018 at 10:58 AM
Email Archiving: Frequently Asked Questions
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 priv...
Tue, 25 Sep, 2018 at 11:03 AM
How to Archive Sent Emails
Collabspot allows you to archive the emails you already sent straight from Gmail to Sugar. Take note that sent emails must be manually archived to Sugar. ...
Tue, 25 Sep, 2018 at 11:09 AM
Archive Email in a Different Team
You can save emails to related entries and select which team can access it. When you change the team while saving the email using Collabspot, the team set f...
Tue, 25 Sep, 2018 at 8:35 AM