HOWTO: Leveraging Sugar Email Archiving automatically

sugarcrmdevelopers —  December 6, 2011 — 7 Comments

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:

Google Chrome/Gmail

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:

https://chrome.google.com/extensions/detail/pipnnjjknlabchljabhmnpdfpdobpnkk

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:

[your_sugar_snip_address@sugarondemand.com]

Now whenever you create a new message or reply/forward, your dropbox will be put in the BCC box.

Microsoft Outlook

There are a number of options for doing auto BCC in Outlook. Here’s a good About.com page on your options.

Mac Mail

To auto-Bcc a copy of every message you send from Mac OS X Mail to a particular email address.

  • Open Terminal.
  • Type “defaults read com.apple.mail UserHeaders”.
  • Press Enter.
* If that command returns “The domain/default pair of (com.apple.mail, UserHeaders) does not exist”, then, type “defaults write com.apple.mail UserHeaders ‘{“Bcc” = “[your_sugar_snip_address@sugarondemand.com]“; }’” (excluding the outermost quotation marks).

7 responses to HOWTO: Leveraging Sugar Email Archiving automatically

  1. 

    The need for email archiving is in rise today, so any quality solution is welcome. Great post. 

  2. 

    this is useful but this doesnt help for incoming messages as you still have to auto forward your messages in bound (many companies now let you do this).  I dont know why sugar has a need to create a separate email address to allow this.  Why not just IMAP the headers for incoming AND sent (sugar already handles incoming) – then use a mapping script to auto-associate emails to contacts.  Sugar has supported IMAP for years.  This solution seems like a way to sell the ondemand package.

  3. 

    Agreed… or at least allow us to set up a forward from g-mail.  To do this, we need to be able to see the security code that g-mail sends to the account when setting up the forward.

    This would then allow us to create filters that auto-forward all outbound, and potentially all inbound messages to the special e-mail address, and get everything pulled into Sugar.  The down-side of course is that the SugarCRM servers need to be able to handle the e-mail traffic, so Patrick’s solution may end up being a little more elegant.

  4. 

    I’m having a hard time with getting incoming emails to archive in some sort of automated fashion. Archiving sent messages are great, but that’s half the battle. 

  5. 

    This is good and informative text! Thanks!

  6. 

    Very informative indeed. Thank you for this post. Reading your blog really teaches people something new every time!

  7. 

    Great post! Thank you for sharing. Very useful to me personally and i belive for anyone interested in the subject.

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