How to synchronize Outlook with Simple CRM?

Synchronizing contacts

You will first have to synchronize your contacts with GMAIL.
This will also allow you to synchronize your contacts with your iPhone or Android mobile phone.
This is explained on this page: http://www.crm-pour-pme.fr/index.php/faq/4267-comment-synchroniser-votre-compte-google-contact-et-votre-mobile-iphone-android-avec-notre-logiciel-crm

Then, you will need to synchronize your Outlook via this free application https://tools.google.com/dlpage/gappssync.
This application only works with Google APPS accounts. For classic GMAIL addresses, please use freeware: http://googlesyncmod.sourceforge.net.

Synchronizing the calendar

To do so, consult the documentation available on:
http://crm-pour-pme.fr/pdf/DocumentationSimpleCRMv2_0.pdf,
item "6.4.8. Synchronizing the calendar with Iphone, Android, BlackBerry, Windows Mobile, Outlook, and Thunderbird mobile phones" on page 43.


Your iCal feed is in the Administration -> User area.

How to insert a signature in an email with GMail?

When you send an email from Simple CRM, if you use GMail messaging and have
set up a signature, the signature is not taken into account and the email is not signed.

You can remedy this by activating the GMail module "Standard answers", you can insert
your signature after writing the email.

For that:

1) Activate the GMail module "Standardized Responses".

Open a GMail window. Click on the "Gear" icon then "Settings".

Then click on the "Labs" tab.

Activate the module "Standardized answers", then click on the button "Save the modifications".

 

2) Compose an email with only your signature

Open a new message on GMail.

Paste or type your signature.

At the bottom right of the new message window, click on the small triangle to the right
of the "Delete" icon, then on "Standard Replies", then on "New Standard Reply...".

Enter the name of the signature in the dialog box that appears.

Now delete the draft that was used to record the signature.

It's done! It's done! Your signature is recorded and ready for use.

3) Use the signature

In Simple CRM, from an interaction, choose the type and template of email to use,
then click on the envelope that appears.

A new GMail message window appears, pre-filled by Simple CRM. Edit the content
if necessary, then insert your signature.

To do this, at the bottom right of the new message window, click on the small triangle
to the right of the delete icon, then on "Standard replies", then, in the "Insert" section,
on the name of your signature.

There you go! Your signature is inserted in the email.

You can now send your message.

How do you synchronize Simple CRM with a Google APPS account?

How do you synchronize Simple CRM with a Google APPS account?

Google Contact has changed its authentication procedure.

As a result, Simple CRM had to adapt its synchronization process with Google Contact.

If you do not apply the following, you will no longer be able to synchronize your Simple CRM contacts with Google Contact.


Prerequisites
To use Google APPS Contact synchronization, you need a Google Apps for Business account http://www.google.com/intx/fr/enterprise/apps/business/ or a standard free Gmail address.


Using Synchronization Properly
It is important to respect certain basic principles to ensure proper synchronization.

1) Qualify the maximum business and personal email addresses in Simple CRM and Google Contact;
2) The same email address should not be used with multiple contacts;
3) Synchronization with several different Gmail/Google Contact accounts is allowed.


Understanding Synchronization
With each synchronization, Simple CRM performs a replication in both directions.

If the Google contact was modified after the Simple CRM contact, the modifications made on the Google contact are reported in the Simple CRM contact.

If the Simple CRM contact was modified after the Google contact, the modifications made on the Simple CRM contact are reported in the Google contact.

The recognition of the contacts on one side and the other is done by the personal email address or the professional email address. This is why it is important to inform as many contacts as possible with their personal or professional email address.

The same email address must not be used on several contacts. Only the first contact with the email address you are looking for will be updated.

1) Simple CRM -> Google Contact
creation of the list of Simple CRM contacts created or modified since the last synchronization
creates or updates the Google contacts concerned

2) Direction Google Contact -> Simple CRM
retrieves the list of Google contacts created or modified since the last synchronization
creates or updates the Simple CRM contacts concerned


First configuration: Google Contact area
1) Go to your GMail or Google Apps account, on the Google Contact interface.
2) Create a "SimpleCRM" contact group and associate the contacts you want to synchronize to this group.


Second configuration when you first request synchronization from Simple CRM
1) Connect to Simple CRM
2) Go to the Contact page
3) Click on "Sync Mobile".



4) If you are logged into multiple Google Accounts, from your web browser you will see the following screen:





Click the Google Account you want to sync to.

5) You arrive on the request for authorization. This authorization will only be requested at the first synchronization request.



Click I accept and synchronization will take place.




6) Stay on the synchronization page until the synchronization end message is displayed. A synchronization can last up to 15 minutes: be patient.





Next synchronization(s)
1) Login to your GMail or Google Apps account
2) Go to the Contact page
3) Click on "Sync Mobile".
4) Stay on the synchronization page until the synchronization end message is displayed.


Appendices
Remarks :
Only contacts that you have changed since the last synchronization will be affected.
Each synchronization processes 50 contacts at a time, repeat synchronization as long as there are contacts to synchronize.
changes sent to Google Contact sometimes take a few moments to be displayed
1) Matching fields in the Simple CRM direction -> Google Contact

Simple CRM
Google Contact
Contact / Name
Name
Contact / First name
First name
Contact / Home Phone
Home Fixed Telephone
Contact / Personal mobile phone
Personal mobile
Contact / Personal Email
Home Email
Contact / Full personal address
Home address
Company-Contact / Professional fixed phone
Fixed office phone
Company-Contact / Business mobile phone
Primary mobile
Company-Contact / Professional Emaile
Office Email
Company / Name
Company name
Company / Function
Company function

2) Correspondence of fields in the direction Google Contact -> Simple CRM

Google Contact
Simple CRM
Name
Contact / Name
First name
Contact / First name
Home Fixed Telephone
Contact / Home Phone
Personal mobile
Contact / Personal mobile phone
Personal email
Contact / Personal Email
Home address
Contact / Full personal address
Fixed office phone
Contact / Note
Primary mobile
Contact / Note
Office Email
Contact / Note
Company name
Contact / Note
Company function
Contact / Note


Note: in the Google Contact -> Simple CRM sense, it is not possible to reliably identify a company in Google Contact. That's why business information is copied to the Simple CRM contact's Note field, not to the contact's business contact information.

How do I save the data in Simple CRM on my computer?

It all depends on what you mean by saving.

You can synchronize your calendar with a local client, such as Outlook, Thunderbird or Sunbird, via the ICAL feed. This is already a first copy allowed by Simple CRM.

Via our CONTACT - GMAIL synchro, you can also synchronize your contacts with Outlook via the tools: https://tools.google.com/dlpage/gappssync.

Please note that this software only works with Google APPS. For classic GMAIL accounts, please use freeware: http://googlesyncmod.sourceforge.net.

Same for Thunderbird: https://addons.mozilla.org/fr/thunderbird/addon/google-contacts/

You can more simply, export a contact from its card, by clicking on the button "VCard - Export this contact in Outlook / Thunderbird".


If by saving, you mean copying the content present in Simple CRM, to read it from Microsoft Excel, Open Office or Libre Office, this is also possible.

You can indeed, at any time, recover the data via the export modules. Note that Simple CRM only allows this function to the CRM administrator.

Contacts and Companies: from the Administration area, button "Export contacts and companies in CSV format".

Interactions: from Interaction, button "Export Interactions".

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.

In Google Contact, how do I add contacts to the "SimpleCRM" group?

If you want to transfer your contacts located in Google Contact to Simple CRM, you must attach your contacts to the "Simple CRM" group.

For that:

open your GMail mailbox then open Google Contact

in Google Contact, in the left menu, click on "All contacts

move your mouse over one of the contacts, a check box appears on the left, check this box

Once the box is checked, a menu appears at the top of the page, click on it, and click on "Select all".

the top menu is still visible, to the right, click on the "Group" icon

tick the "SimpleCRM" group

Once done, you can now start synchronization with Google Contact (see http://www.simple-crm-support.com/2014/01/comment-synchronisez-simple-crm-avec-un.html)

How to store a document in Simple CRM?

Simple CRM can store classic documents as well as networked documents such as Google Drive, Microsoft SkyDrive / Sharepoint and Alfresco.

Please see the explanation in pictures below.

When I click on the magnifying glass, it opens Gmail, why?

The magnifying glass allows to display all the e-mails exchanged with a contact, through a webmail.

By default, Simple CRM opens Gmail / Google Apps.

You can configure your CRM software online to open another webmail. Your choice:

- Outlook online
- OVH
- Amen
- Gandi
- 1&1

To set this choice, go to: HIGH MENU -> ADMIN -> PARAMETERS tabs.

How to manage incoming and outgoing emails with Simple CRM?

Simple CRM offers several ways to manage incoming and outgoing emails, to stay as close as possible to your work habits.

Management of incoming emails (=reception)
1) If you are using Gmail, Google Apps, Outlook Online, Outlook 365 or Amen email
In case you usually use a Gmail or Google Apps email address, it is not necessary to store emails in Simple CRM.

Use the magnifying glass icon to search Gmail or Google Apps, directly from Simple CRM, for emails exchanged with a contact (see "Searching emails in Simple CRM" below.

Alternatively, you can also store your important emails in Simple CRM (see below).

2) If you use an email other than Gmail, Google Apps, Outlook Online, Outlook 365 or Amen
The easiest way to store incoming emails in Simple CRM is to forward each email to be stored in your Simple CRM email address.

You will find this email address in the user list (top menu -> Admin -> User list).

Every time you receive an important email on your usual email address, forward the email to your Simple CRM email address.

Then, in Simple CRM, go to the Simple CRM desktop module (top menu -> Simple CRM desktop) or in the Interaction module (top menu -> Interaction).
Then click on the button "Check inbox".
Each email received in your Simple CRM mailbox is transformed into a "0 - Email" interaction, and placed in the "Open" state.

Open each interaction created and qualify it (contact, company, type, state...).
Any email attachments are stored in the interaction (below the interaction form).

Management of outgoing emails (=sending)
Technically speaking, Simple CRM does not send emails. In order not to impose a change in your work habits, Simple CRM uses your usual email software by opening a new message window and automatically setting the recipient's email address, subject, and email text.

To prepare an email to send from Simple CRM, there are several solutions.

1) From a contact card
If you have entered a contact's personal email address, this email address appears on the contact's file. Simply click on the email address to open a new message window in your usual email software.

Similarly, if you have entered a contact's business email address, click the Email icon next to the email address.

2) From a list of contacts or interactions
From a contact list, click the contact's email address.

From an interaction list, move your mouse over the "Info" icon of the contact.

A tooltip appears, click on the corresponding "Email" icon.

3) Using Simple CRM email templates
You will find an explanation of how to use the email templates on this page: http://comment-utiliser-simple-crm.blogspot.fr/2014/03/comment-faire-pour-que-simple-crm.html

4) Store outgoing emails
If you want to store the emails you send to a contact, configure your email software to automatically send a copy of each email you send, to your Simple CRM mailbox.
You will find the configuration information below:
For Microsoft Outlook
For Mozilla Thunderbird: go to the "Edit" menu: "Account settings" then for the desired account under "Copies and folders" there is a field under "When sending messages, automatically" where you can specify the copy and hidden copy addresses to automatically send emails to.
For GMail webmails, this configuration is useless (see below).

Search emails in Simple CRM
1) If you are using Gmail, Google Apps, Outlook Online, Outlook 365 or Amen email

You must first tell Simple CRM who your email provider is:
go to the Admin module (menu up -> Admin)
if you are a Simple CRM Administrator, click on your username
in the "Webmail search" field, select your email provider
click on the "Save" button

Once your email provider is configured:

Use the magnifying glass icon to search Gmail or Google Apps, directly from Simple CRM, for emails exchanged with a contact.

From a list:



2) If you use email other than GMail, Google Apps, Outlook Online, Outlook 365 or Amen
Using email forwarding to the Simple CRM inbox (see "Managing incoming emails" above), emails are stored in your Simple CRM database.
As you qualified the incoming emails, you can then search for them by consulting the contact or company file linked to the email.

How to display the Simple CRM Calendar in Google Calendar

You can import your Simple CRM calendar to your Google Calendar.

1) Log into your Simple CRM account.

2) Click on the application launcher

3) Click on the "Synchronization" tab

4) Click on the "Calendar on Google" icon

5) Follow the explanations provided.

Important note: Google servers update external calendars only once or twice a day. The Google calendar will only reflect changes made in the Simple CRM calendar after several hours or even the next day.
Simple CRM cannot affect the frequency of Google calendar updates.

How to synchronize Thunderbird with Simple CRM?

Contact Synchronization

You will first have to synchronize your contacts with GMAIL. This will also allow you to synchronize your contacts with your iPhone or Android mobile phone. This is explained on this page: http://www.crm-pour-pme.fr/index.php/faq/4267-comment-synchroniser-votre-compte-google-contact-et-votre-mobile-iphone-android-avec-notre-logiciel-crm

Then, you will have to synchronize your Tunderbird via this free application: https://addons.mozilla.org/fr/thunderbird/addon/google-contacts/

Calendar Synchronization

First, you must install Lightning.

The procedure is explained here:
https://support.mozillamessaging.com/fr/kb/installer-lightning-dans-thunderbird 

Then you need to add the iCal Simple CRM feed into Lightening.

Your iCal feed is in the Administration -> User area.

How to synchronize your Google Contact account and your iPhone / Android mobile with Simple CRM?

Synchro SimpleCRM <-> Google <-> Mobile

The best is to first synchronize the mobile with the Google account, then synchronize Google with Simple CRM.

To do this, you must allow Simple CRM to communicate with Google Contact. Please read this explanation carefully:
http://logiciel-crm-grc.blogspot.fr/2014/02/modification-de-la-methode-de.html

1) Mobile synchronization configuration
Mobile and Android tablets
Settings -> Accounts and synchronization -> Add account
Choose the type of account "Google", enter the identifiers and choose to synchronize contacts.
Start a synchronization.

iPhone mobile / iPad tablets
Install and configure the Contacts Sync for Google Gmail with Auto Sync application
Synchronization starts automatically

2) On the Gmail account, in Contacts, create a "SimpleCRM" group (without quotes).
Put all the contacts you want to synchronize with SimpleCRM in this "SimpleCRM" group.
All these contacts MUST HAVE A UNIQUE EMAIL ADDRESS.
If some contacts do not have an email address, do not put them in the "SimpleCRM" group.

3) On the mobile, start a synchronization. The "SimpleCRM" group will be created on the mobile and the contacts of this group (step 2) will be put in the SimpleCRM group of the mobile.

4) Backup Google Account contacts

5) Google Synchro <-> SimpleCRM
On SimpleCRM, go to Contacts, and click on "Google Synchro".
Contacts in the Google Account "SimpleCRM" group will be sent to SimpleCRM and vice versa.

Then regularly it is necessary to follow:
Synchro SimpleCRM<->Google
Synchro Google<->Mobile

then again Synchro SimpleCRM<->Google

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.

When I use an email template, the subject is filled in but the email body is empty

Before using Simple CRM email templates, it is important to configure the email software you use in Simple CRM.

For that:

1) Go to the Admin module (top menu -> Admin)
2) Click on the "User List" tab
3) If you are a Simple CRM Administrator, click on the user concerned, otherwise, go directly to step 4
4) In the "Email software" field, select the email software you are using
5) Enter your password twice (or that of the user concerned)
6) Click Save