SuperOffice CRM options dialog

Open the SuperOffice CRM options dialog by clicking the small arrow to the right of the SuperOffice button in the email window or the inbox. You can also select SuperOffice CRM Options on the Tools menu in Outlook. This dialog allows you to set archive, general and account options and show version information about SuperOffice Mail Link.

Options marked with apply only when emails are composed in SuperOffice CRM using Mail Link. This behavior is being phased out for SuperOffice Online 11.11 and later. See Install Mail Link for details.

Archive options

Option	Description	Legacy
Archive email by default when	For each checked option, Archive is ON is set by default for the situation the option refers to. If you uncheck an option, Archive is OFF is set by default.
Created from email client	Enables default archiving of emails you compose in your mail client by clicking the New email button. When you send an email, it is archived in SuperOffice CRM by default. If you select Archive is OFF in the email window of the mail client, the email will not be archived to SuperOffice CRM.
Default template when archiving email	In these two dropdowns you can select the default incoming and outgoing email template.
Created from SuperOffice CRM	When you send an email, it is archived in SuperOffice CRM by default.
Written to associates from SuperOffice CRM	If selected, all outgoing emails written to associates are archived. Otherwise, emails to people registered as associates in SuperOffice CRM are not be archived by default. This option only applies to emails composed in SuperOffice CRM and if the created from SuperOffice CRM box is checked.
Replying to emails from SuperOffice CRM	Enable default archiving of emails you reply to in SuperOffice CRM.
Forwarding emails from SuperOffice CRM	Enable default archiving of emails you forward in SuperOffice CRM.
Sending appointments from SuperOffice CRM	By default, archive follow-ups sent as emails from SuperOffice CRM.
Sending documents from SuperOffice CRM	Archive documents sent as emails from SuperOffice CRM.

You can override the default options by using the buttons in your mail client.

General settings

Actions when archiving an email

These options determine how SuperOffice CRM and the mail client behave in response to various operations.

Option	Description
Close email after archiving to SuperOffice CRM	Select this option to close the email window in the mail client automatically after archiving the email to SuperOffice CRM.
Delete the email after it has been archived to SuperOffice CRM	Select this option to remove the selected emails from the mail client inbox after they are archived in SuperOffice CRM. The emails are moved to the Deleted items folder.

If the sender of the email is not listed as a company/contact in SuperOffice CRM, the email(s) will still be moved to the Deleted items folder.

Settings for new emails

Option	Description	Legacy
Use default body from email client	To use the default body from the mail client, select this option.
Use SuperOffice email body	You can predefine an email body that uses data from SuperOffice CRM. To use this template, select this option.

Warnings

These options determine when you receive warnings.

Option	Description
Warn me when an email is larger than (in KB):	Select this option to receive a warning whenever you try to archive an email or attachment larger than a given size. Enter the size (in KB) in the field to the right.
Check for duplicates when an email is opened	If you select this option and 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.

Invitations

In the Invitations pane, you can define how invitations are handled.

Option	Description
Incoming invitations	When you respond to an invitation in Outlook (accepted or tentative), you can also create or update a meeting in SuperOffice. Select this option: Add / update appointment in SuperOffice when responding to invitations in Outlook

SuperOffice account

These options appear in the SuperOffice account pane of the SuperOffice CRM options dialog.

Option	Description
User name	Enter your user name and click Test connection to confirm that you can log in to SuperOffice CRM, and consequently that the connection between the mail client and SuperOffice CRM works.

Advanced settings

If you click the down arrow to the right of Advanced settings, the following options will appear:

Option	Description
Enable debug logging	This option should be activated when debugging if requested by customer support at SuperOffice.
View log file	Open the log file for SuperOffice Mail Link. Also relevant when debugging.
URL	This field contains the address of the SuperOffice client where emails are archived. Relevant only for SuperOffice CRM for Web and SuperOffice Service.

About pane

The About pane of the dialog contains information about the current version of SuperOffice Mail Link and about installed components.

​Archive options

​General settings

​Actions when archiving an email

​Settings for new emails

​Warnings

​Invitations

​SuperOffice account

​Advanced settings

​About pane

Archive options

General settings

Actions when archiving an email

Settings for new emails

Warnings

Invitations

SuperOffice account

Advanced settings

About pane