Define the Default Email Client to Use with CX Sales Mobile

Configure which default email client the CX Sales Mobile app uses when a user taps an email icon or email address.

When a user taps an email icon or address in the app, you can configure your corporate Microsoft Outlook email client to open, rather than the device's default email client.
Note: At present, only Microsoft Outlook is supported as an alternative to the device's default email client.

Here's how to set it up:

  1. In a publishable sandbox, navigate to Application Composer > Mobile Application Setup > CX Sales Mobile Composer > Settings.
  2. Expand the Security Settings header.
  3. In the Select Default Email Client drop-down list, select either Microsoft Outlook or the device's default email client.
  4. In the header, click Save.
  5. Test your update by following the steps in the Test Your Configurations topic.
  6. Publish the Sandbox.
Note: If the configured email client isn't installed on the user's device, then no email client will open when the user taps an email. If you don't specify an email client, then the device's default email client is used.