How to archive inbound emails

**stevec** · 2006-01-20, 03:46 PM

Hi,

I hope I understand emails correctly?

When a group email is assigned to a user, it appears in their inbox as 'inbound' and 'unread' - together with the related account/contact etc. if set.

However, I cannot see how once such an email is assigned and read, it can be set as 'archived'? That way, it will no longer appear in the inbox for that user - only in the assocated records history.

Thanks,
Steve

**stevec** · 2006-01-20, 03:55 PM

In fact, just noticed that those marked as unread, stay as unread, even when read????

**sugarchris** · 2006-01-20, 04:50 PM

Hi Steve,

To archive Inbounds in 4.0, you would check off the ones you want to archive and at the bottom, set the Status to "Archived". This will filter those from the ones displayed in "My Inbox".

In 4.0.1 (out later today, I hope), I've actually implemented an "Archive" button which basically does the same thing, but seems more intuitive for our users.

In fact, just noticed that those marked as unread, stay as unread, even when read????

Could you explain how it is you got this issue?

**stevec** · 2006-01-20, 05:00 PM

Cheers,

It's just I haven't got the update status toola t the bottom of the screen - only assigned to and team_id (I'm using the pro version so I'm guessing they have replaced status with team_id).

I've been playing with 'injecting' emails direct into the emails table. We're looking at a method to directly insert, assign to users and assign to accounts/contacts in the sugar database from an email archiving system. So every email in and out of our company that purtains to a possible contact or account is automatically captured and processed. The group email IMAP thing wasn't appropriate as most of our emails are between existing contacts and their account managers and a lot would still want to use outlook and blackberrys - rather than the sugar mail interface and the outlook plugin.

Cheers,
Steve

**sugarchris** · 2006-01-20, 07:11 PM

Hi Steve,

Sorry, I got the versions confused - 4.0 does not have the "Status" drop down in the mass update form. It will be there in 4.0.1.

As for your power-archiving solution, that sounds pretty cool. A quick hint, if you want the user's to have their own emails show up in their inboxes, set the assigned_user_id to the respective user's ID, the status to anything but "archived," and the type column to "inbound".

It gets a bit more complicated to auto-relate emails to contacts, accounts, etc., outside of the Sugar code. Good luck with that!

**stevec** · 2006-01-23, 08:55 AM

Thanks - had had a play and worked out the user ids, types and states.

Do you have any recommendation on autorelating the code? Is there anythng available in the soap interface?

Thanks