https://mobilex.crmtogether.com/index.php?action=history&feed=atom&title=Using_Email 2026-05-13T16:29:42Z Revision history for this page on the wiki MediaWiki 1.40.0 https://mobilex.crmtogether.com/index.php?title=Using_Email&diff=967&oldid=prev 2024-09-17T10:26:46Z

<p></p> <table style="background-color: #fff; color: #202122;" data-mw="interface"> <col class="diff-marker" /> <col class="diff-content" /> <col class="diff-marker" /> <col class="diff-content" /> <tr class="diff-title" lang="en"> <td colspan="2" style="background-color: #fff; color: #202122; text-align: center;">← Older revision</td> <td colspan="2" style="background-color: #fff; color: #202122; text-align: center;">Revision as of 11:26, 17 September 2024</td> </tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l1">Line 1:</td> <td colspan="2" class="diff-lineno">Line 1:</td></tr> <tr><td class="diff-marker" data-marker="−"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>This page assumes you have already connected your mailbox</div></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>This page assumes you have already connected your mailbox <ins style="font-weight: bold; text-decoration: none;">using either the Office365 method or IMAP</ins></div></td></tr> <tr><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><br/></td><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><br/></td></tr> <tr><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>----</div></td><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>----</div></td></tr> </table>

Crmtogether https://mobilex.crmtogether.com/index.php?title=Using_Email&diff=947&oldid=prev 2024-09-17T09:17:12Z

<p></p> <table style="background-color: #fff; color: #202122;" data-mw="interface"> <col class="diff-marker" /> <col class="diff-content" /> <col class="diff-marker" /> <col class="diff-content" /> <tr class="diff-title" lang="en"> <td colspan="2" style="background-color: #fff; color: #202122; text-align: center;">← Older revision</td> <td colspan="2" style="background-color: #fff; color: #202122; text-align: center;">Revision as of 10:17, 17 September 2024</td> </tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l1">Line 1:</td> <td colspan="2" class="diff-lineno">Line 1:</td></tr> <tr><td colspan="2" class="diff-side-deleted"></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;">This page assumes you have already connected your mailbox</ins></div></td></tr> <tr><td colspan="2" class="diff-side-deleted"></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;"></ins></div></td></tr> <tr><td colspan="2" class="diff-side-deleted"></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;">----</ins></div></td></tr> <tr><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>Once connected the mail box will display something like this</div></td><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>Once connected the mail box will display something like this</div></td></tr> <tr><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><br/></td><td class="diff-marker"></td><td style="background-color: #f8f9fa; color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><br/></td></tr> </table>

Crmtogether https://mobilex.crmtogether.com/index.php?title=Using_Email&diff=946&oldid=prev 2024-09-17T09:16:39Z

<p>Created page with &quot;Once connected the mail box will display something like this <a href="/index.php?title=File:Sage_CRM_mailbox_setup.png" title="File:Sage CRM mailbox setup.png">File:Sage CRM mailbox setup.png</a> You can preform certain actions on the inbox. <a href="/index.php?title=File:Sage_CRM_mailbox.png" title="File:Sage CRM mailbox.png">File:Sage CRM mailbox.png</a> 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 emai...&quot;</p> <p><b>New page</b></p><div>Once connected the mail box will display something like this<br /> <br /> [[File:Sage CRM mailbox setup.png]]<br /> <br /> You can preform certain actions on the inbox.<br /> <br /> <br /> [[File:Sage CRM mailbox.png]]<br /> <br /> A. If the email is a SENT email this icon shows.<br /> <br /> B. If the email is received in this icon shows.<br /> <br /> C. You can search within the mailbox<br /> <br /> D. Logout - disconnects the mailbox<br /> <br /> E. Refresh the mailbox<br /> <br /> F. Searches the system based on the email address it came from (or was sent to) <br /> <br /> 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<br /> <br /> <br /> [[File:Sage CRM view email.png]]<br /> <br /> When you select an email and then view an entity you will see the File Email button (A)<br /> <br /> [[File:Sage CRM mx save email button.png]]<br /> <br /> When clicked you see the option to Save this against the given Entity<br /> <br /> [[File:Sage CRM mx save email.png]]<br /> <br /> Click &quot;Save&quot; to complete</div>

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