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Is there a way to send an email and Archive it to an Account Record with BPM?

Bud Hartley

The issue we were having started with employee to employee email communication about an account with no record of the discussion being attached to the account record in Sugar.  That was resolved with management beatings :-) and reminders about using the Send and Archive function.

The desire now is to have BPM sent emails attached to Account records as part of the BPM processes.  I don't see a way to make that happen using Studio and the BPM Manager.

I am not hopeful that it can be done, but are there any thoughts on how this might be accomplished?

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  • 0

    hi  

    My immediate thought is you can use the Email Archiving SNIP feature - you'd need to enable it via Admin > Email > Email Archiving.

    Then use that unique email address within the BPM Send Message as a BCC.

    Hope that helps, although I agree an enhancement for BPM to have this feature would be great.

    Vincent

     

    .

    CRM Business Consultant

  • 0 in reply to Vincent Amari

    Thanks ,

    We do use the Email Archiving function with the address for our system.  The internal emails (user to user) that are about an account are archived to that Account record (when they do it properly).

    The thing I'd like to do is to be able to archive a BPM created email to the account record.  For example, I have a BPM set for Credit Application processing.  Part of that process sends reminders to users when certain fields aren't updated over time.  The Archive email address could be included, but the notice isn't attached to the account unless it's done after the fact.  I've tested the approach and the result is the same as a user doing a user-to-user email with a BCC to Sugar instead of doing the Send and Archive function.

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)

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  • 0 in reply to Vincent Amari

    Thanks ,

    We do use the Email Archiving function with the address for our system.  The internal emails (user to user) that are about an account are archived to that Account record (when they do it properly).

    The thing I'd like to do is to be able to archive a BPM created email to the account record.  For example, I have a BPM set for Credit Application processing.  Part of that process sends reminders to users when certain fields aren't updated over time.  The Archive email address could be included, but the notice isn't attached to the account unless it's done after the fact.  I've tested the approach and the result is the same as a user doing a user-to-user email with a BCC to Sugar instead of doing the Send and Archive function.

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)

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