Is there a seamless process to have emails from outlook go back into Sugar CRM? The Sugar Outlook Sync is not as effective or seamless at all.
I will work under the assumption that you are using one of the paid editions of Sugar. There is a service called Sugar Email Archiving, or SNIP, which automatically relates emails into Sugar, so long as the address is added to the Email in the To:, CC:, or BCC: fields. More information is available in our Enabling Sugar Email Archiving documentation.
I believe there is a setting in Outlook that allows you to automatically add an email address to the BCC field when composing, replying, or forwarding an email. This would 'automate' the process of archiving emails to Sugar, while still using Outlook, a bit more than the Outlook Plug-in.
Advanced Support Engineer
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Your tip was a quick & easy fix--just what I needed!
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