External Email Logging Feature
Argenta offers the ability to send email from your email client into Argenta (e.g.: Gmail, Outlook, Apple Mail). This feature is available upon request only. If you'd like to use External Email Logging, talk to your account manager or put in a Help & Support Ticket.
If you have an important email you want to save, you can send it to a designated email address and Argenta will try to find both the constituent who sent it and the constituent it was sent to - using their email addresses. Then Argenta will log the email. If Argenta can't find the corresponding constituents, no problem, you can assign them yourself and make any other necessary changes to the logged email. After an email is logged, you can find the email:
-In the master External Email Log from the main menu in Communication
-In the constituent record of the person who sent the email.
-In the constituent record of the person who received the email.
Once you have access to the External Email Log, you'll be given a designated, archiver email address: [email protected]
Then you can...
Send an email to someone and CC: [email protected]
Forward an email you have received from someone else to [email protected]
Forward any saved email you want to keep in Argenta to [email protected]
Once you have an email logged, you can lock the email so only Master Admins can view it. If you're not a master admin, make sure to add yourself as a user who can view the record by selecting the "Record Permissions" tab in the email record workspace. Keeping emails private is an important feature of the external email logging function. If you want to allow users to view the email, but not able to make changes to the record, you can also set "View Only" permissions for the email.
Finally, you can add as many notes or files (like attachments) to the email as needed by using the Related Files and Notes tabs.