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 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".

What are the SendGrid and MailJet icons in the Simple CRM application launcher for?

It is useful to know if the e-mails you send to your customers, lead and suppliers have arrived at their destination and if they have been read.

Indeed, your e-mail address may be seen as a SPAM address.

Therefore, it is useful to transit through a paid email routing service.

In other words: instead of using the classic SMTP server (= email server) of your email address,

you're going to go through an email routing company.  The two world leaders are SendGrid and MailJet.

The two links provided allow you to register.  MailJet provides a free offer with 6000 emails sent per month and SendGrid a free offer with 2000 emails per month.

Then it's up to you, if necessary for the paid version that suits you best.

Finally, Simple CRM allows you to directly view desirability reports from these two professional SMTP providers.

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.

On my smartphone or Google Calendar, I don't see all my appointments

In order to improve the performance of the display of the Simple CRM calendar on smartphones, Google Calendar, Outlook..., the period of appointments displayed is limited in time.
By default this limit is 30 days in the past and 90 days in the future.
If necessary, you can increase this limit to a maximum of 90 days in the past and 180 days in the future.

For that:
- connect to Simple CRM with an Administrator account
- go to the Settings tab
- change the "iCal calendar period" ->"Days before" and "Days after" fields
- click on "Save".

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:

How to display the Simple CRM calendar in Outlook?

You can import your Simple CRM calendar into your Outlook email software.

1) Log into your Simple CRM account from the computer where you use Outlook.

2) Click on the application launcher

3) Click on the "Synchronization" tab

4) Click on the "Calendar on Outlook" icon

5) Follow the explanations provided.

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