Managing your emails effectively is crucial for maintaining seamless communication and robust record-keeping in any business. If you’re struggling to keep track of important emails or wish to link them easily from Outlook or Office 365 to your CRM contacts, the Email Archiver add-on for SuiteCRM is your perfect solution. This powerful tool ensures that all your significant emails are stored and categorized properly within your SuiteCRM, facilitating easy assignment to Contacts, Accounts, Leads, and Opportunities—all without any user limits!
Streamlined Synchronization
Compatible with both Microsoft Outlook and Office 365, the Email Archiver consists of three main parts that make storing emails a breeze. The integration with the Mail Accounts module allows you to synchronize SuiteCRM with Outlook in two exclusive ways: either by filling in the necessary fields or by connecting directly to Office 365 with the click of a button.
Ensuring Seamless Connections
To establish a connection, simply navigate to the DetailView and access the Email Archiver. A successful connection is confirmed when your “Connect to Office 365” button turns green, signaling that you can now easily link your emails with SuiteCRM.
Email Selection and Archiving
Once the connection is set, the Email Archiver interface will display your emails, allowing you to choose which ones you want to record in SuiteCRM. You can relate these emails to specific Contacts, Accounts, Leads, and Opportunities by selecting the appropriate module for archiving.
Organized Record-Keeping
After archiving the emails, a ‘history’ subpanel within your selected module will store all previously recorded emails for easy access and review. Clicking through will take you to the “Emails” module, displaying the respective email content, thus maintaining an organized history of your communications.
Enjoy the simplest way to work with seamless integration of SuiteCRM into your daily email activities. The Email Archiver makes it easy to transform your inbox into an efficient, well-coordinated communication hub, ensuring nothing slips through the cracks.
Interested in learning more about how the Email Archiver can benefit your team? Request a demo today to see this tool in action and start transitioning to a more organized, productive emailing system.
If you have purchased the addon and need assistance, feel free to create a support case. Enjoy improved productivity and seamless integration with your favorite workplace apps!
