One of the newest features in Sugar came in 6.3 with the addition of Email Archiving. This is a service offered by SugarCRM enabling you to save and access all your contacts’ email messages by adding a unique email address given to you in the To, Cc, or Bcc fields when you send out emails to your contacts. Then your message—plus any attachments, images, and calendar events—will automatically link to your contact’s Sugar records.
But what if you don’t want to have to remember to do this each time? I came across a great blog post that outlines ways to automatically add your Sugar Email Archiving address to all your emails with Gmail, Outlook, and Apple Mail. Here’s an excerpt from that post details the steps to take:
Follow the below to enable automatic email archiving to SugarCRM if you are using the Chrome browser & Gmail to send emails.
1) Install the Blank Canvas extension:
2) Get the Auto BCC script from userscripts: http://jaidev.info/home/hacks/gmailAutoBcc
Make sure it installs into Blank Canvas and NOT as a native Chrome extension. Chrome extension prompts for dropbox everytime.
3) Refresh Gmail, create a new message, input a “To” address and then a pop-up will ask you where to auto BCC all new messages. Input your dropbox address:
Now whenever you create a new message or reply/forward, your dropbox will be put in the BCC box.
There are a number of options for doing auto BCC in Outlook. Here’s a good About.com page on your options.
- Open Terminal.
- Type “defaults read com.apple.mail UserHeaders”.
- Press Enter.