Much needed e-mail help.

[Birthways]

Hello all wise forum folks. I have been trying to get our e-mail functioning for three weeks with no luck.

I first set up "personal" boxes, but they have the limitation of not being able to automatically archive the messages in SugarCRM, which is critical for us.

So then I set up everyone in their own "group." But if anyone checks their message on a smart phone, it doesn't show up in Sugar.

Also, it seems like I (the admin) can see all the messages attached to the clients record, but it seems like others can't? For instance, if Judy is on a team of just Judy, then no one else can see her messages attached to the record?

Also in the group boxes, sorting by date is glitchy - sometimes it works and sometimes it doesn't - once I get to the second screen, often the dates are all out of order.

Our e-mail provider doesn't have a function to delete messages off the server after a certain date, so right now, everything's just piling up on the server . . .

I'm wondering if it would be better to use a third party e-mail client and link it to Sugar? We use a lot of HTML templates that all of our staff needs access to, plus we really appreciate being able to assign e-mails to tasks, cases, etc.

I'm getting desperate - this is really affecting our ability to function!

Thanks for your wisdom about how to manage the Sugar e-mail client - I feel like no matter hard I work at it, I can't get it up and running!

Warmly, Jeanette

[rafael.q.g@hotmail.com]

About the mails visibility, by default all users should be able to see the same mails attached under any account. What you could do is to check if there is no team assigned to these mails, filtering the set of persons that can see it.