From MobileX for Sage CRM Help
Revision as of 10:10, 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)...")
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
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.