Office 365 - Revision history

Crmtogether at 12:40, 17 October 2025

2025-10-17T12:40:13Z

← Older revision		Revision as of 13:40, 17 October 2025
Line 14:		Line 14:

	https://mobilex.crmtogether.com/index.php?title=Using_Email		https://mobilex.crmtogether.com/index.php?title=Using_Email

			----

			To add multiple 365 accounts log out and click to open the email again.

			Click the icon on the bottom left and you should be see a screen like this

			[[File:365 add account.png]]

			Then follow the steps to connect and return to the app.

			Then in the app you will see the other accounts available from the drop down.

			[[File:select 365 account.png]]

Crmtogether at 10:25, 17 September 2024

2024-09-17T10:25:59Z

← Older revision		Revision as of 11:25, 17 September 2024
Line 10:		Line 10:

	And follow the instructions to connect.		And follow the instructions to connect.

			To use the system then see

			https://mobilex.crmtogether.com/index.php?title=Using_Email

Crmtogether at 09:18, 17 September 2024

2024-09-17T09:18:36Z

← Older revision		Revision as of 10:18, 17 September 2024
Line 1:		Line 1:
	You can connect your email to MobileX and search based on the email, view the email and file the email against a give entity.		You can connect your Microsoft365 email to MobileX and search based on the email, view the email and file the email against a give entity.

	To connect or access your email click on the "Inbox" icon in the bottom right of the screen.		To connect or access your email click on the "Inbox" icon in the bottom right of the screen.

Crmtogether at 09:16, 17 September 2024

2024-09-17T09:16:34Z

← Older revision		Revision as of 10:16, 17 September 2024
Line 9:		Line 9:
	[[File:Sage_CRM_microsoft365.png]]		[[File:Sage_CRM_microsoft365.png]]

	And follow the instructions to connect.		And follow the instructions to connect.

	~~Once connected the mail box will display something like this~~

	~~[[File:Sage CRM mailbox setup.png]]~~

	~~You can preform certain actions on the inbox.~~


	~~[[File:Sage CRM mailbox.png]]~~

	~~A. If the email is a SENT email this icon shows.~~

	~~B. If the email is received in this icon shows.~~

	~~C. You can search within the mailbox~~

	~~D. Logout - disconnects the mailbox~~

	~~E. Refresh the mailbox~~

	~~F. Searches the system based on the email address it came from (or was sent to)~~

	~~Clicking the email icon will also open the view email dialog and set that email as the active selected email. This is used then when you try file an email against an entity~~


	~~[[File:Sage CRM view email.png]]~~

	~~When you select an email and then view an entity you will see the File Email button (A)~~

	~~[[File:Sage CRM mx save email button.png]]~~

	~~When clicked you see the option to Save this against the given Entity~~

	~~[[File:Sage CRM mx save email.png]]~~

	~~Click "Save" to complete~~

Crmtogether at 09:09, 17 September 2024

2024-09-17T09:09:21Z

← Older revision		Revision as of 10:09, 17 September 2024
Line 6:		Line 6:

	Click the Sign in with Microsoft button		Click the Sign in with Microsoft button

			[[File:Sage_CRM_microsoft365.png]]

	And follow the instructions to connect.		And follow the instructions to connect.

Crmtogether at 09:04, 17 September 2024

2024-09-17T09:04:01Z

← Older revision		Revision as of 10:04, 17 September 2024
Line 6:		Line 6:

	Click the Sign in with Microsoft button		Click the Sign in with Microsoft button

	~~[[File:Sage CRMemail signin.png]]~~

	And follow the instructions to connect.		And follow the instructions to connect.

Crmtogether at 08:59, 17 September 2024

2024-09-17T08:59:02Z

← Older revision		Revision as of 09:59, 17 September 2024
Line 3:		Line 3:
	To connect or access your email click on the "Inbox" icon in the bottom right of the screen.		To connect or access your email click on the "Inbox" icon in the bottom right of the screen.

	[[File:Sage CRM email inbox.png~~\|300px~~]]		[[File:Sage CRM email inbox.png]]

	Click the Sign in with Microsoft button		Click the Sign in with Microsoft button

	[[File:Sage CRMemail signin.png~~\|300px~~]]		[[File:Sage CRMemail signin.png]]

	And follow the instructions to connect.		And follow the instructions to connect.
Line 13:		Line 13:
	Once connected the mail box will display something like this		Once connected the mail box will display something like this

	[[File:Sage CRM mailbox setup.png~~\|300px~~]]		[[File:Sage CRM mailbox setup.png]]

	You can preform certain actions on the inbox.		You can preform certain actions on the inbox.


	[[File:Sage CRM mailbox.png~~\|300px~~]]		[[File:Sage CRM mailbox.png]]

	A. If the email is a SENT email this icon shows.		A. If the email is a SENT email this icon shows.
Line 35:		Line 35:


	[[File:Sage CRM view email.png~~\|300px~~]]		[[File:Sage CRM view email.png]]

	When you select an email and then view an entity you will see the File Email button (A)		When you select an email and then view an entity you will see the File Email button (A)

	[[File:Sage CRM mx save email button.png~~\|300px~~]]		[[File:Sage CRM mx save email button.png]]

	When clicked you see the option to Save this against the given Entity		When clicked you see the option to Save this against the given Entity

	[[File:Sage CRM mx save email.png~~\|300px~~]]		[[File:Sage CRM mx save email.png]]

	Click "Save" to complete		Click "Save" to complete

Crmtogether at 15:31, 19 August 2024

2024-08-19T15:31:28Z

← Older revision		Revision as of 16:31, 19 August 2024
Line 3:		Line 3:
	To connect or access your email click on the "Inbox" icon in the bottom right of the screen.		To connect or access your email click on the "Inbox" icon in the bottom right of the screen.

	[[File:Sage ~~100~~ email inbox.png\|300px]]		[[File:Sage CRM email inbox.png\|300px]]

	Click the Sign in with Microsoft button		Click the Sign in with Microsoft button

	[[File:Sage ~~100 email~~ signin.png\|300px]]		[[File:Sage CRMemail signin.png\|300px]]

	And follow the instructions to connect.		And follow the instructions to connect.
Line 13:		Line 13:
	Once connected the mail box will display something like this		Once connected the mail box will display something like this

	[[File:Sage ~~100~~ mailbox setup.png\|300px]]		[[File:Sage CRM mailbox setup.png\|300px]]

	You can preform certain actions on the inbox.		You can preform certain actions on the inbox.


	[[File:Sage ~~100~~ mailbox.png\|300px]]		[[File:Sage CRM mailbox.png\|300px]]

	A. If the email is a SENT email this icon shows.		A. If the email is a SENT email this icon shows.
Line 35:		Line 35:


	[[File:Sage ~~100~~ view email.png\|300px]]		[[File:Sage CRM view email.png\|300px]]

	When you select an email and then view an entity you will see the File Email button (A)		When you select an email and then view an entity you will see the File Email button (A)

	[[File:Sage ~~100~~ mx save email button.png\|300px]]		[[File:Sage CRM mx save email button.png\|300px]]

	When clicked you see the option to Save this against the given Entity		When clicked you see the option to Save this against the given Entity

	[[File:Sage ~~100~~ mx save email.png\|300px]]		[[File:Sage CRM mx save email.png\|300px]]

	Click "Save" to complete		Click "Save" to complete

Crmtogether: Created page with "You can connect your email to MobileX and search based on the email, view the email and file the email against a give entity. To connect or access your email click on the "Inbox" icon in the bottom right of the screen. 300px Click the Sign in with Microsoft button 300px And follow the instructions to connect. Once connected the mail box will display something like this File:Sage 100 mailbox..."

2024-08-19T15:28:29Z

Created page with "You can connect your email to MobileX and search based on the email, view the email and file the email against a give entity. To connect or access your email click on the "Inbox" icon in the bottom right of the screen. 300px Click the Sign in with Microsoft button 300px And follow the instructions to connect. Once connected the mail box will display something like this File:Sage 100 mailbox..."

New page

You can connect your email to MobileX and search based on the email, view the email and file the email against a give entity.

To connect or access your email click on the "Inbox" icon in the bottom right of the screen.

[[File:Sage 100 email inbox.png|300px]]

Click the Sign in with Microsoft button

[[File:Sage 100 email signin.png|300px]]

And follow the instructions to connect.

Once connected the mail box will display something like this

[[File:Sage 100 mailbox setup.png|300px]]

You can preform certain actions on the inbox.

[[File:Sage 100 mailbox.png|300px]]

A. If the email is a SENT email this icon shows.

B. If the email is received in this icon shows.

C. You can search within the mailbox

D. Logout - disconnects the mailbox

E. Refresh the mailbox

F. Searches the system based on the email address it came from (or was sent to)

Clicking the email icon will also open the view email dialog and set that email as the active selected email. This is used then when you try file an email against an entity

[[File:Sage 100 view email.png|300px]]

When you select an email and then view an entity you will see the File Email button (A)

[[File:Sage 100 mx save email button.png|300px]]

When clicked you see the option to Save this against the given Entity

[[File:Sage 100 mx save email.png|300px]]

Click "Save" to complete