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Video – Automated Email Archiving for SalesLogix – Archiving Attachments

This is the last video of a series of 4.

A simple to use configuration web page provides SalesLogix administrators with the ability to set various options. Through one click they can choose to archive all emails, or refine their choice to either inbound and/or outbound. Furthermore they can also choose to archive all associated attachments, or only attachments associated with inbound and/or outbound emails.

A further enhancement of this task is to allow TaskCentre for SalesLogix to automatically archive email attachments based on their size. If the attachment is too large then an automated Workflow is created requesting approval to archive the attachment. Any attachments smaller than the defined size are archived automatically.