How to view notes in official
Gmail app (iOS and Android)?
View / Edit note on Gmail App
After CRM add-on installation on desktop, it's automatically available in the Gmail app (iOS and Android) as well.
If the Gmail Addon is just installed, you may need to restart the Gmail app to see it.
Open any email, pull to the bottom of the screen and click the Simple Mobile CRM icon to see the corresponding note, or add a new one.
Please log in to Simple Mobile CRM desktop and access the settings for 'Automatically poll new notes from SGN when mobile app is logged in' to enable automatic syncing of notes to the Gmail App.
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.