Options for archiving

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Created :
Written by Support InfoBridge

Overview: 

You can archive incoming and outgoing mails with the Universal Mail Archiver

How to:

Send an outgoing e-mail

Follow these steps to archive an e-mail when you send an e-mail to your contact person.

  1. Create your normal e-mail message.
  2. Fill in the “TO” address in your e-mail message (This address must exist in SO in order to correctly archive the e-mail).
  3. Fill in the “CC” and/or “BCC” contact persons (if necessary).
  4. Add the Universal Mail Archiver e-mail address into the “BCC” address field and the e-mail will be archived under the company card of the first contact person in the TO field of the e-mail message. 

Reply to an e-mail

Follow these steps to archive an e-mail when you give an answer to your customer contact person.

  1. Open the e-mail you have to reply to. (This address must exist in SO in order to correctly archive the e-mail).
  2. Add the Universal Mail Archiver e-mail address into the “BCC” address field and the e-mail will be archived under the company card of the first contact person you reply to.

Forward an e-mail (without sending it to the customer)

Follow these steps when you forgot to archive the reply of an e-mail message to your customer contact person.

  1. Open the e-mail from you send items. (This address must exist in SO in order to correctly archive the e-mail).
  2. Add the Universal Mail Archiver e-mail address into the “TO” address field and the e-mail will be archived under the company card.

Forward an e-mail

  1. Open the e-mail.
  2. Fill in the “TO”, “CC” and/or “BCC” contact persons email addresses (if necessary). (This address must exist in SO in order to correctly archive the e-mail).
  3. Add the Universal Mail Archiver e-mail address into the “BCC” address field and the e-mail will be archived under the company card.

 

 

Rejected e-mail message

When you archive an e-mail message and  there is no corresponding e-mail address available the e-mail will be archived under the company card  “Rejected emails for [contact person] “ (see image “Status overview rejected e-mail”).

Note: Please do not create the company card yourself, it will be done by UMA. From this company card you can take action on the rejected e-mails.