SugarCRM Archiving Workflow Emails

SugarCRM does not have an automatic way of archiving any email that is generates as part of a workflow.  If the email is being send to a Lead or Client/Contact, you probably want to have this email stored as part of the email history for that entity.

Once trick around this oversight is as follows:

• Enable the SugarCRM archiving email service and address. i.e. your-instance-email@sugarondemand.com
• Configure one of your utility or role accounts (i.e. RoleX) to have a user email address of your-instance-email@sugarondemand.com.
• In the workflow, you can specific to always BCC email RoleX on the desired workflow lead/client/contact email.