Email

From MobileX for Sage CRM Help

When viewing an entity on your mobile device, if you wish to File an email, click on the plus icon

FuncDropdownIcon.png

Then tap on the email icon.

New email.jpeg

A screen displaying the email to:, subject and message is there to be completed.

FileEmail2.png

This email is automatically saved in your CRM database as a communication



Signature

If you created your email signature in CRM (My CRM -> Preferences -> "Create Email Signature" button) then when you create an email via MobileX it will put in your signature in the body of the email.