Introducing a new Customer Center experience Learn more
I am using Outlook to send all my e-mails. I have SuperOffice Web Tools (Mail Link) installed and I can manually click on the archiving button to get all e-mails archived to SuperOffice CRM. Is there a way to make all sent e-mails archived to SuperOffice CRM automatically?
SuperOffice Mail Link settings allow you to set up that all outgoing e-mails would get archived to SuperOffice CRM automatically. Please follow the instructions below to do it:
Written to associates from SuperOffice CRM. All e-mails, which are going to be created in SuperOffice CRM by clicking on the associate's e-mail address (1) or right-clicking on Contact and selecting an option Send e-mail (2), will be archived automatically when this option is marked.
Created from the e-mail client. All e-mails, which are going to be created in Outlook by clicking on the New e-mail (1) button or created by clicking on Reply, Reply All, Forward (2), will be archived automatically when this option is marked.
Replying to e-mails from SuperOffice CRM. All e-mails, which are going to be created in SuperOffice CRM by right-clicking on the archived e-mail and clicking on the Reply (1) option will be archived automatically when this option is marked.
Forwarding e-mails from SuperOffice CRM. All e-mails, which are going to be created in SuperOffice CRM by right-clicking on the archived e-mail and clicking on the Forward (1) option, will be archived automatically when this option is marked.
Sending appointments from SuperOffice CRM. All e-mails, which are going to be created in SuperOffice CRM by creating an appointment and selecting the option, which sends e-mail invitations to appointment participants, will be archived automatically when this option is marked.
Sending documents from SuperOffice CRM. All e-mails, which are going to be created in SuperOffice CRM by selecting a document and right-clicking it, and by choosing the option Send as e-mail, (1) will be archived automatically when this option is marked.