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.
3a. if you are a paid user, you can directly view the SGN notes by enabling auto import of notes
3b. If you are a free user, you need to send notes from Simple Gmail Notes to CRM
4. Finally, open the Gmail App, go to the details of an email, scroll to the bottom of the interface, and click on the Simple Mobile CRM add-on icon to view the notes written on the computer.
5. This diagram show how to view different sections of Gmail Addon
The Gmail add-on has following built in limitations by Google:
- When the email is marked as 'promotion' by Google, the Gmail add-on will not show up.
- If the email is in the 'SENT' folder, the contact information cannot be collected.