Email

From MobileX for SageCRM
Revision as of 21:16, 8 June 2020 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



Signature

If you created your email signature in CRM (My CRM -> Preferences -> "Create Email Signature" button) then when you create an email via MobileX it will put in your signature in the body of the email.