How do I configure Google Chrome to open GMail when I click on a link to send an email?

Launch Google Chrome and go to your GMail box.

To the right of the address bar, click on the "double diamond" icon.

If the double diamond does not appear:

• Click the Google Chrome menu in the browser toolbar.
• Select Settings > Show advanced settings.
• In the "Privacy" section, click Content Settings.
• In the dialog box that appears, go to the "Managers" section.
• Click Manage Managers.
• Move the mouse over the "mailto" element.
• Click on "Delete this site".
• Go back to the GMail page and update it (F5 key on the keyboard)
• The double diamond appears.

Once the double diamond appears, click on it :

• A window appears, check "Use GMail" and click OK.

Then, each time you click on an email address, a GMail window will open automatically.

Recommended configuration to make full use of Simple CRM features

In order to make the most of all the possibilities of Simple CRM, we recommend that you use the following configuration.

Operating system
Simple CRM works the same way on the following operating systems:
Windows XP, Vista, Seven, Server 2003, Server 2008
Mac OS
Linux

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.

How do I get Simple CRM to write pre-formatted emails?

How do I get Simple CRM to write pre-formatted emails?

From an Interaction in Simple CRM, two drop-down menus allow you to select the email template you want to use.

We provide you with a large number of pre-entered templates. You will thus find models of a quote request, quote feedback request, unpaid invoice reminder, etc.

Of course, you can create your own templates to adapt Simple CRM to your specific needs, whether for sales management, purchasing, administrative tasks, marketing, projects, etc.

These models are created through the Administration area.

See explanatory video:

I don't have a Gmail account but I need the email search features of Simple CRM. How do we do that?

To benefit from the best email features of Simple CRM, I recommend you create a GMail email account (Google).

Once you have created your Google Account:

configure your email software to always send a copy of outgoing emails to your Gmail address

configure your GMail account to import automatically into it the emails received on your usual mailbox, you will find the details here: https://support.google.com/mail/answer/56283?hl=en (option n°3).

This configuration will allow you to search, from Simple CRM, the emails exchanged with a contact, directly in your GMail mailbox.