Email Archiving
FrontEnd provides a wide range of methods for manual archiving of emails from Outlook to the CRM to allow you to chose the appropriate method depending on your intention:
- Simple drag and drop of emails onto records on the side-panel
- Advanced method that allows you to archive emails to multiple records simultaneously, including custom records. It also allows you to create a rule to automatically archive future emails on the same topic.
- Retroactively archive complete conversations
![](https://outlook-integration.com/wp-content/uploads/features/email_archive_tool.png)
Rule-based Auto-Archiving Engine
Automate email archiving by creating simple rules:
- Rules for specific contacts, leads, accounts and conversations
- Rules for specific CRM types, e.g.: ‘All Contacts’ or ‘All Leads’
- Rules based on email addresses of sender / recipients and phrases in the subject line
![](https://outlook-integration.com/wp-content/uploads/features/email_rules_tool.png)
Email Automation
Leverage the power of Office and Outlook to trigger mail merge from Outlook and automate creation and sending of quotes and invoices
- Save time by performing remote mail merge, generating quotes and invoices and automatically attaching them to your emails
- Standardize outbound emails by allowing users to perform mail merge of CRM data with CRM email templates
![](https://outlook-integration.com/wp-content/uploads/features/email_automation_tool.png)