Email

From MobileX for SageCRM
Revision as of 14:16, 8 November 2017 by Crmtogether (talk | contribs)

When viewing an entity on your mobile device, if you wish to File an email, click on the plus icon

Then click on email icon.

A screen displaying the email, subject and message is there to be completed.

This email is automatically saved in your CRM database as a communication