Email: Difference between revisions

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[[File:funcDropdownIcon.png]]
[[File:funcDropdownIcon.png]]


Theh click on email icon.
Then tap on the email icon.


[[File:FileEmail2.png]]
[[File:New_email.jpeg]]


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


[[File:FileEmail2.png]]
[[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.