In order to make the most of all the possibilities of Simple CRM, we recommend that you use the following configuration.
Simple CRM works the same way on the following operating systems:
Windows XP, Vista, Seven, Server 2003, Server 2008
Web browser: Google Chrome
Google Chrome allows you to use Simple CRM voice dictation and geolocation, unlike other browsers (Mozilla Firefox, Microsoft Internet Explorer, Safari).
Email software: Mozilla Thunderbird
Thunderbird has many advantages over its direct competitor, Microsoft Outlook: free, lightweight, as powerful as Outlook, no message file size limit.
It is the only messaging software capable of automatically inserting your signature during the generation of an email from a Simple CRM template.
If you are using GMail or Google Apps and want to keep GMail webmail with email signing in Thunderbird, configure Thunderbird to send your emails via GMail, and as default email software.
First go to this page to learn how to configure Thunderbird to send your messages via GMail.
Then go to this page to learn how to configure Thunderbird as the default email software.
Configuring email software in Simple CRM
In order to have the best user experience, we recommend that you enter your email software into Simple CRM.
Go to the Admin module (top menu -> Admin) and click on the "Settings" tab.
In the "Mail software" list box (1), specify the software you use to send e-mails. This way, the emails you generate from Simple CRM email templates will be properly configured for your software.
In the "Webmail search" list box (2), indicate your Webmail provider, if you use one (example: GMail, Outlook.com, Amen Squirrel...). This way, when you search for emails exchanged with a contact (Magnifying glass icon on a contact), Simple CRM will search for them in your usual Webmail.
Then click on the "Save" button.
If you do not send emails from Simple CRM, ignore the first drop-down list.
If you are not using a webmail service, ignore the second drop-down list.