> ## Documentation Index > Fetch the complete documentation index at: https://docs.superoffice.com/llms.txt > Use this file to discover all available pages before exploring further. # SuperOffice CRM options dialog > The SuperOffice CRM options dialog allows you to set archive, general and account options and show version information about SuperOffice Mail Link. 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][6] 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][5] 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][4] 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][2]. ## 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][5], 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. [2]: ./index [4]: ./create-in-superoffice [5]: ./archive [6]: ./install ## Related topics - [Create email from Microsoft Outlook](/integrations/mail-link/create-in-outlook.md) - [Creating emails from SuperOffice CRM (LEGACY)](/integrations/mail-link/create-in-superoffice.md) - [Archive email to SuperOffice](/integrations/mail-link/archive.md) - [Mail Link](/integrations/mail-link/index.md) - [Create shortcuts to entries in SuperOffice CRM](/en/learn/basics/creating-shortcuts-to-entries-in-crm.md) - [Printing records in SuperOffice CRM](/en/learn/basics/print.md)