Computer with documents in it

How to Automatically Archive Emails to Sugar Using Sugar's Outlook Plugin

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.

IMPORTANT NOTE: Make sure you also go under the "Advanced" tab and check the box for "Use Category" or Sugar will continually attempt to record the email, even if it already exists!

SugarCRM Plug-in for Microsoft Outlook

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.

Check out the Release Notes and Installation Guide for more information on this new feature.

Megan Sheehan
Trainer & Business Analyst

Megan is a SugarCRM expert who helps clients design and build their CRM systems. She’s been part of the Technology Advisors team since 2012 and has written three books on SugarCRM in that time. In addition to training clients, Megan co-hosts a SugarCRM focused podcast with Justin called “Sugar Cubed CRM Talk”. She also teaches SugarCRM classes each month. Details about these courses can be found on the Sugar University webpage.

Related Articles

September 12, 2018

Have you ever received this notification in SugarCRM: “Warning: User licenses exceeded by 1”? Knowing how many active users are in your system can avoid this roadblock in the future. So, how can you check the number of active users in SugarCRM? Do the following:

September 4, 2018

A frequent request from our customers is the ability to control security via a lookup. This type of security set up falls outside the typical object permission setup within bpm’online. This post teaches you how to use a business process and custom lookup object to implement this team based security without the need for any custom development. Learn how to control the security of an account record by using a new lookup field that will be added the page via Section Wizard.