Email Archiving in Zurmo
Development has begun on email integration capabilities, with archival being the first step. The archiving mechanism will use an archival email address (example: firstname.lastname@example.org) that can be used when sending and receiving an email. If you receive an email that you would like to archive to Zurmo, you can forward it to the archival email address and it will show up as a historical Note under that Lead or Contact record. If you are sending an email, you can BCC the archival email address and it will archive the email as a Note in the specified Lead or Contact record. This approach eliminates the need to install anything locally on the email client such as a plugin or add-on. For Phase 1, this mechanism will be built for Outlook and Gmail, but over time, it will work will many more email clients.