Email: Difference between revisions
From MobileX for SageCRM
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[[File:funcDropdownIcon.png]] | [[File:funcDropdownIcon.png]] | ||
Then | Then tap on the email icon. | ||
[[File:New_email.jpeg]] | [[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]] |
Revision as of 01:30, 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.