AnsweredAssumed Answered

Auto-archive emails sent from mobile app

Question asked by Philippa Grover on Nov 9, 2015
Latest reply on Aug 16, 2016 by Darren Flood

Hi everyone - we are using the Sugar mobile app quite heavily, both internally and with Sugar customers. I have been asked several times whether emails sent from within the app automatically attach to the corresponding Sugar record. I (wrongly) assumed this was the case, but clearly it is not.

Is there a way to automatically attach the sent email to the record from which it has been sent? IE - if I send an email whilst in a Lead record on the mobile, I want to see that email on the Emails subpanel on the Lead record.

Any ideas??