Save Emails I

From MobileX for SageCRM
Revision as of 12:10, 24 January 2018 by Crmtogether (talk | contribs) (Created page with "The easiest way to save emails via Outlook on iPhone and Android is to click the "File Email" button. File:mxsaveemail.png You then get a prompt to select the person(s)...")
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The easiest way to save emails via Outlook on iPhone and Android is to click the "File Email" button.

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"

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