Email

From MobileX for SageCRM

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

Then tap on the email icon.

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

This email is automatically saved in your CRM database as a communication first and then MobilieX opens the native app set up on your phone to send the email.


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.