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[Email Archiving Pt. 1: Getting Started]

[Email Archiving Pt. 2: Making Record Associations]

 

 

**Note: 

  1. All emails received to the archiving service must be from an email matching your username in order to be associated
  2. Emails that include the archiving address in the Bcc address section will need to have the archiving address re-added on future communications for continuous conversation documentation
  3. Forwarding or sending an email chain to the archiving service without any additional recipients will currently produce no email activity record association within CRM or the Offline Records Module. This functionality is currently being worked on and will be released shortly. 
  4. There is up to a 10 minute time lapse between sending and record association, or record appearance in the Offline Records module.
  5. There is up to a 20 minute time lapse between forwarding an email and record association or appearance in the offline records module.