Sugar’s latest Outlook Plugin release includes a new setting to automatically archive both incoming and outgoing emails. Finally! To utilize this setting, you must have the latest version of Sugar’s Outlook Plug-in: version 2.6.0.
You can turn this feature on under Add-ins > SugarCRM Plug-in Settings under the new Mail tab.
Any time you send or receive an email where the email address matches a lead or contact record in Sugar, the email will automatically archive to Sugar and be linked to all the matching leads/contacts.
Tip: If you also have the Attachments setting set to Prompt the way I do, you will get a pop-up every time you send or receive an email with an attachment. I’d recommend not using the attachment prompt setting in conjunction with the “automatically archive” setting.