Viewing Record Files
- Tap the file (e.g. filename.docx) in the email, then tap your device's Share menu.
- Next, select the "Import with SugarCRM" option in the menu. Note : To import image-type files for iOS 9, you will first select "Quick Look" in the Share menu, tap the Share icon on the following screen, then select "SugarCRM".
- The mobile app will open and display the Create Note page. The file will automatically be attached to the note.
- Fill in the appropriate fields then tap "Save" to create the record. Note : All required fields will indicate "Required" and must be completed prior to saving.