Archive outgoing email

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When you send an email, you can also archive it (including any attachments) as a document in SuperOffice CRM. This is a convenient way of keeping track of your outgoing correspondence.

Follow these steps:

  1. In Gmail, click Compose.

  2. Write the email message.

    Note

    If you send the email to multiple recipients, the email is only archived on the first recipient.

  3. Click Send and archive. The email is sent.

  4. In the dialog Archive email in SuperOffice, the Company and Contact fields are automatically filled if the recipient's email address is registered in SuperOffice. Fill in relevant information in the following fields:

    • Subject: The subject is automatically inserted in this field. However, you can edit the text.
    • Company: Search for a company by starting to type the company name or select a company in the list.
    • Contact: Select a contact in the list. You can also search by starting to type the contact name.
    • Sale: If relevant, link the document to a sale.
    • Project: If relevant, link the document to a project.
    • Date: Today's date is automatically inserted in this field. Click the field to select another date.
    • Time: Click the field to select another time.
    • Type: Select one of the available document templates.
    • Visible for: Select if the document should be visible to all users, private visible only to the owner) or visible to all users in a user group the owner belongs to.
    • Mark as completed: This option is checked by default, but you can uncheck it if necessary.

    If the recipient of the email is not listed in SuperOffice CRM, a warning will appear at the top of the dialog. A warning also appears if the recipient is registered on multiple companies in SuperOffice CRM.

  5. Click Save. The email (including any attachments) is archived to SuperOffice CRM as a new document. You can then double-click the email in the Activities section tab to open it.

Click the link in the pop-up message to open the document in SuperOffice.

Tip

If you do not archive the message when you send it, you can still go to the sent folder and archive the message.

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