Archive email to SuperOffice

When you click the Archive email button on the mail client toolbar, a menu with archiving options is displayed. This button also appears in the email window when you open an email you received.

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Options

• Archive emails on companies/contacts
• Create activity from email
• Archive attachments
• Create request from an email

For all the different archiving options, you can select the Warn me when an email is larger than (in KB) option in the General settings pane of the SuperOffice CRM options dialog. When you try to archive an email containing an attachment that is over the specified limit, a dialog will inform you and ask if you want to archive it anyway.

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The email is already archived in SuperOffice CRM

When an email is archived by a user, it is tagged with a unique ID within SuperOffice CRM. This means that next time someone tries to archive the same email, a warning will appear informing them about this; in this way, it is possible to avoid duplicates in the database. If you open an email that has already been archived, the Archive email button will appear green with a white check-mark. If you hold the mouse pointer over the button, an info box is displayed, telling you when and by whom the email was archived. This presupposes that you selected the Check for duplicates when an email is opened option in the SuperOffice CRM options dialog.

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Related content

• Set default archiving behavior
• Archive when creating emails from Outlook
• Archive when creating emails from SuperOffice CRM (legacy)