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What do I do when the Type field is missing when archiving an e-mail from SuperOffice for Outlook?

Updated on 2 Jun 2025

When working in Outlook and using the SuperOffice for Outlook add-in to archive e-mails, users might experience two scenarios: 

  • When sending a new e-mail, a warning appears: “Please select a type before proceeding. E-mail archiving cannot continue without setting the type.” 

  • When trying to archive a received e-mail, there is no warning, the Type field is not visible, and the Save button is inactive, preventing the e-mail from being archived. 

Why does this happen, and how can it be fixed?

 

This problem arises because the user's current settings do not grant them access to any defined e-mail types within SuperOffice CRM. 

An administrator must activate and ensure accessibility of e-mail types for the affected user's groups. To resolve this, please follow these steps: 

  1. Open Settings and Maintenance. 


     
  2. Go to Users (1) – find the user experiencing the issue (2) and check which user groups they belong to (3). 


     
  3. Then navigate to Lists (1) and choose E-mail – template (2) list.


     
  4.  Enable and configure group access for the e-mail types. 

    Ensure that the checkbox Use grouping and filtering by user group for this list (1) is enabled.

    • If it is enabled: 
      Go to User groups (2) and confirm that at least one of the user’s groups (3) is selected for at least one active e-mail type (4). 

    • If it is not enabled: 
      Enable Use grouping and filtering by user group for this list in both: 

      • Document List 

      • E-mail template List 



        This ensures grouping logic is applied consistently across templates. 

  5. Navigate back to E-mail – template list and verify that at least one of the user’s groups is selected in at least one active e-mail type. 

Note! Some email types are dedicated to specific processes — for example, meeting invites or the quote process. These emails will not be visible in SuperOffice for Outlook.

 

More information 

FAQ: How do I get and start using SuperOffice for Outlook Add-in?  

FAQ: How do I use SuperOffice with the new Outlook? 

FAQ: What are the different types of Quote document templates and when are they used in SuperOffice CRM?

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