Set your default email client

In OnePageCRM you have the option to send emails directly from your email client to contacts within your CRM.

If you choose to do this, you'll need to set your preferred email client in the default settings of your Windows PC or Mac.

Set mailto as default

The Mailto feature is a good option for you if you prefer to send emails via your own email client or if your email account is not fully hosted via Gmail or Outlook365 and cannot be connected to the Email sync.

Mailto allows you to open your default PC email client to send emails to your contacts saved in the CRM.

Once you set Mailto as your default option, when clicking on an email address in your OnePageCRM account, your email client will automatically open.

1
Open any Contact within the CRM → click on the downward arrow next to the email address → select Set default.

Contact view email address dropdown arrow l Set default

2
In the pop-up window, select Send from client via mailto → hit Save.

Set default email selection

Note: Enable to include the Email Capture Address (ADD LINK) automatically in your outgoing emails. This will ensure that the email will also be stored with your contact in the CRM for easy access.

In case you are connected to the Email Sync feature, you can also open it in your email client by clicking on the Mailto icon in the top right-hand corner of the Email message.

open email client from new email

Set your default email client for Windows PC

1
Depending on the version of your Windows PC, open the Control Panel by searching Control Panel in the search bar → choose Programs.
2
Select Default Programs.

Default Programs

3
Search for MAILTO → click on Mail URL:mailto

Default apps

4
Pick your default program from the list → click Set default.

Select a default app for 'MAILTO' links (Windows)

Set your default email client for Mac

In OnePageCRM you have the option to send emails directly from your email client. If you choose to do this, you'll need to set your preferred email client in the default settings of your Mac.

1
Open the Mail app, if you have not already set up an email account in Mail Settings or Internet Settings.
2
Click on Mail to open the dropdown → select Settings → in the General tab → choose your email app from the Default email reader: dropdown.

Select a default app for 'MAILTO' links (Mac)

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