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A common question we receive from our customers is “How can I archive an email in Sugar?” While Sugar contains out-of-the-box functionality to log phone calls, meetings, and tasks, archiving emails involves a few more steps. Below we outline the steps for archiving an email to Sugar.
1. Navigate to Admin and then Email Archiving
2. Read and agree to SugarCRM’s privacy agreement by checking the “I agree” checkbox
3. Click “Enable Email Archiving”
4.The page will display your instance’s unique email archiving email address. In the example below, it is “email@example.com”
That was pretty easy, right? For full documentation on this feature, go here.