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.
| In this article: |
| Set Mailto as default |
| Set your default email client for Windows PC |
| Set your default email client for 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.
Note: Enable to include the Email Capture Address 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.
Set your default email client for Windows PC
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.
