Email: Difference between revisions

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


A screen displaying the email, subject and message is there to be completed.
[[File:funcDropdownIcon.png]]


[[File:Email1.png]]
Then tap on the email icon.
 
[[File:New_email.jpeg]]
 
A screen displaying the email to:, subject and message is there to be completed.
 
[[File:FileEmail2.png]]


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

Revision as of 00:30, 1 September 2020

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

Then tap on the email icon.

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

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.