Archive options
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Options in the Archive options pane of the SuperOffice CRM options dialog. You can override the default options by using the buttons in your mail client.
| Option | Description |
|---|---|
| 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 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. |
| 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. |
| 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. |
| Default template when archiving email | In these two dropdowns you may select the default incoming and outgoing email template. |
Send as email
You can send a follow-up as an email by clicking Task > Send as email in the Follow-up dialog. A new email window containing the follow-up will then open in your mail client.
You can send a document as an email by right-clicking it in the Activities section tab in SuperOffice CRM and selecting Send as email or by clicking Task > Send as email in the Document dialog. A new email window containing the document will then open in your mail client.