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Email Archiving

Sugar’s Email Archiving is a service offered by SugarCRm that makes it easy to save and access all your contacts’ email messages. With your Sugar subscription, you’ll get a unique Sugar Email Archiving address. Include it in the To, Cc, or Bcc fields when you send email to contacts, and your message—plus any attachments, images, and calendar events—will automatically link to your contact’s Sugar records. If a contact sends email or documents to you, just forward them to your Sugar Email Archiving address for automatic linking and archiving.

Impact

  • Import emails easily into Sugar
  • Use any email client or service
  • See all emails associated with an Account and related Contacts
  • View emails in Accounts, Contacts, Leads, Opportunities, or Cases modules
  • Include meeting records in Sugar by adding the Email Archiving address to the list of invitees from an external meeting client
  • Avoid losing key emails, attachments, or calendar events
Next: Email Client
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