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.

Send emails from Mailto

Mailto lets you send emails via your default email client. By setting this up, your default PC email client will be opened to send an email.

Ideal if you prefer your own email client or are not using Gmail/Outlook or an IMAP/SMTP email account to connect it to the Email sync feature.

Ensure the Quick Button Send from client via mailto is enabled, see here.

Open a contact → hover over the email address → select the quick button Send from client via mailto.

Contact profile | Email address | MailTo Quick Button

Your default email app will open so you can compose your message.

💡 On the Email Configuration, automatically include the Email Capture Address to store emails.

💡 If Email Sync is enabled, you can click the Mailto icon in the message editor to open it in your email client.

OnePageCRM | Email Message editor

Depending on your Windows version, search for and open Control Panel → Programs.

Click on Default Programs.

Windows | Default Programs

Search for MAILTO → click on Mail URL:mailto.

Windows | Apps | Default apps

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

Windows | Select a default app

Open the Mail app, or set up an email account first in Mail or Internet settings if needed.

Click Mail → Settings → General → select your email app from the Default email reader menu.

Mac | Select a default app