Email

From MobileX for Sage CRM Help
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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.