How to view notes in official
Gmail app (iOS and Android)?
1. In the right sidebar of Gmail page, click '+' to open Google Workspace Marketplace, search 'Simple Mobile CRM', and click 'Install'. When the add-on is installed on the website, it will automatically show up in the Google Gmail app as well.
2. Click 'Authorize Access', Click login button.
2. Type anything and click submit
3. Click project name to see related notes, i.e. notes of same contacts.
3. Click contact name to see the contact information in detail
3. click 'more actions' to view email detail, here you could update the note or change related project.
View note on Gmail App
After CRM add-on installation on desktop, it's automatically available in the Gmail app (iOS and Android) as well.
Open any email, pull to the bottom of the page and click the Simple Mobile CRM icon to see the corresponding note, or add a new one.
Submit notes to CRM add-on from Simple Gmail Notes
In SGN, you could submit notes to CRM via the 'share to CRM' icon.
All CRM notes are available in both CRM mobile app and CRM Gmail add-on.
Import legacy notes to Gmail add-on
If you have a bunch of notes not yet synced to CRM, you could import them in batch, via the CRM mobile app.
1. Log into Simple Mobile CRM
2. Click ‘+’ in note tab, Click 'import from Simple Gmail Notes'
3. After the import is complete, you can see the previous notes in the Gmail add-on
Free users can import notes of last three days, and subscribed users could import for up to two years.
Limitation of Gmail add-on
Due to the nature of Gmail add-on limitations, the CRM may not work as expected in the following cases:
1. When the email is marked as 'promotion' by Google, the Gmail add-on cannot be turned on.
2. If the email is in the 'SENT' folder, the contacts information cannot be collected by the Gmail add-on.