Office 365

From MobileX for SageCRM
Revision as of 15:28, 19 August 2024 by Crmtogether (talk | contribs) (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...")
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)

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

Click the Sign in with Microsoft button

File:Sage 100 email signin.png

And follow the instructions to connect.

Once connected the mail box will display something like this

File:Sage 100 mailbox setup.png

You can preform certain actions on the inbox.


File:Sage 100 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 100 view email.png

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

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

File:Sage 100 mx save email.png

Click "Save" to complete