From MobileX for Sage CRM Help
Jump to: navigation, search

The easiest way to save emails via Outlook on iPhone and Android is to click the "File Email" button.

Mxsaveemail.png

You then get a prompt to select the person(s) matching and you select any you wish the file the email against and then click "File Email"

Mxfileemail.png

  • ensure you are logged into MobileX before doing this as this is required.