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Yetiforce CRM Roundcube Setup for Gmail

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Introduction

Welcome to our comprehensive journal article on Yetiforce CRM Roundcube Setup for Gmail. Customer Relationship Management (CRM) software for small businesses is an essential tool for smooth and efficient communication with customers. Yetiforce is an open-source CRM solution that is easy to set up, affordable, and customizable. However, setting up Yetiforce with email clients like Gmail can be challenging for beginners. In this article, we will guide you step-by-step on how to set up Yetiforce CRM with Roundcube for Gmail.

Before we proceed, we assume that you have already installed Yetiforce CRM and Roundcube Webmail on your server. If not, please refer to the official documentation of Yetiforce CRM and Roundcube Webmail to install them.

What is Yetiforce CRM?

Yetiforce CRM is an open-source CRM software designed to help small businesses manage their customers, sales, marketing, and support activities. It offers a wide range of features, such as contact management, sales pipeline, project management, customer support, and inventory management. It is also highly customizable, and you can tailor it to suit your business needs. Yetiforce CRM supports multiple languages and is available for Windows, Linux, and macOS.

What is Roundcube Webmail?

Roundcube Webmail is an open-source webmail client that allows users to access their email accounts through a web browser. It offers a simple and user-friendly interface, with features such as message filtering, spell checking, and address book. Roundcube Webmail is compatible with most email servers, including Gmail, Yahoo, and Outlook.

Why Set Up Yetiforce CRM with Roundcube for Gmail?

Yetiforce CRM allows you to send and receive emails from within the CRM, eliminating the need to switch back and forth between your email client and CRM software. Roundcube Webmail, on the other hand, is a web-based email client that can be accessed from anywhere, making it convenient for remote work. By setting up Yetiforce CRM with Roundcube for Gmail, you can have the best of both worlds – a powerful CRM software integrated with a flexible and accessible email client.

Prerequisites

Before we start the setup process, make sure you have the following:

Yetiforce CRM Roundcube Webmail A Gmail Account A valid SSL certificate for your domain

If you don’t have an SSL certificate, you can obtain one from Let’s Encrypt for free.

Step-by-Step Guide to Set Up Yetiforce CRM Roundcube for Gmail

Step 1: Enable IMAP in Gmail

To enable IMAP in Gmail, follow these steps:

  1. Login to your Gmail account.
  2. Click on the gear icon at the top right corner and select ‘Settings’.
  3. Click on the ‘Forwarding and POP/IMAP’ tab.
  4. Select ‘Enable IMAP’ and click on ‘Save Changes’.

Step 2: Configure Roundcube Webmail

Before we set up Yetiforce CRM, we need to configure Roundcube Webmail to use Gmail SMTP and IMAP. Follow these steps:

  1. Login to your Roundcube Webmail.
  2. Click on the ‘Settings’ icon at the top right corner and select ‘Preferences’.
  3. Click on the ‘Identities’ tab and select your email account.
  4. Enter your name and email address, and scroll down to the ‘Server Settings’ section.
  5. Enter the following details:
    6. Type Value
    Incoming Server imap.gmail.com
    Incoming Port 993
    Incoming Encryption SSL
    Outgoing Server smtp.gmail.com
    Outgoing Port 587
    Outgoing Encryption TLS
    Username Your Gmail Address
    Password Your Gmail Password
  6. Click on the ‘Save’ button.

Step 3: Configure Yetiforce CRM

Now, we can set up Yetiforce CRM to use Roundcube Webmail for email communication. Follow these steps:

  1. Login to your Yetiforce CRM.
  2. Click on the ‘Settings’ icon at the top right corner and select ‘Mail Scanner’.
  3. Click on the ‘Add Email Server’ button.
  4. Enter the following details:
    5. Type IMAP
    Hostname imap.gmail.com
    Port 993
    Encryption SSL
    Username Your Gmail Address
    Password Your Gmail Password
  5. Click on the ‘Test Connection’ button to check the connection.
  6. If the connection is successful, click on the ‘Save’ button.
  7. Click on the ‘Add Email Account’ button.
  8. Enter the following details:
    9. Name Your Name
    Email Your Gmail Address
    Password Your Gmail Password
  9. Select ‘Roundcube’ as the email client.
  10. Click on the ‘Save’ button.

FAQs

1. Is Yetiforce CRM free?

Yes, Yetiforce CRM is an open-source software released under the GNU General Public License (GPL) version 3. You can download, use, and modify it for free.

2. Can I use Roundcube Webmail with other email clients?

Yes, Roundcube Webmail can be used with most email servers and clients that support IMAP and SMTP protocols.

3. What are the system requirements for Yetiforce CRM and Roundcube Webmail?

The minimum system requirements for Yetiforce CRM are:

  • PHP 7.1 or higher
  • MySQL 5.6 or higher
  • Apache 2.4 or higher
  • 2GB RAM
  • 20GB disk space

The minimum system requirements for Roundcube Webmail are:

  • PHP 5.4 or higher
  • A web server
  • An IMAP server

4. Can I customize the interface of Yetiforce CRM?

Yes, Yetiforce CRM offers a wide range of customization options, such as theme, layout, and module configuration.

5. Can I use Yetiforce CRM with other email clients?

Yes, Yetiforce CRM supports multiple email clients, such as Thunderbird, Outlook, and Apple Mail.

6. Can I use Roundcube Webmail without a web server?

No, Roundcube Webmail requires a web server to function.

7. Can I backup my data in Yetiforce CRM?

Yes, Yetiforce CRM offers a built-in backup and restore feature that allows you to create a full backup of your data.

8. Does Yetiforce CRM support mobile devices?

Yes, Yetiforce CRM offers a responsive mobile interface and supports both Android and iOS devices.

9. Can I use Roundcube Webmail offline?

No, Roundcube Webmail requires an internet connection to access your email accounts.

10. Can I import contacts from Gmail to Yetiforce CRM?

Yes, Yetiforce CRM offers a built-in import/export feature that allows you to import contacts from various sources, including Gmail.

11. Can I use Yetiforce CRM for project management?

Yes, Yetiforce CRM offers a module for project management that allows you to create and manage projects, tasks, and deadlines.

12. Can I use Roundcube Webmail with Microsoft Exchange?

Yes, Roundcube Webmail supports Microsoft Exchange through the IMAP protocol.

13. Is Roundcube Webmail secure?

Yes, Roundcube Webmail uses industry-standard encryption protocols, such as SSL and TLS, to secure your email communication.

Conclusion

Setting up Yetiforce CRM with Roundcube for Gmail is an easy and effective way to manage your email communication and customer relationship. With our step-by-step guide and detailed explanation, you can set up your own Yetiforce CRM and Roundcube Webmail in no time. Don’t wait any longer, start improving your business productivity today!

Thank you for reading our journal article on Yetiforce CRM Roundcube Setup for Gmail. We hope you found it helpful and informative. If you have any questions or feedback, please feel free to contact us. We would love to hear from you.

Closing/Disclaimer

The information provided in this journal article is intended for educational and informational purposes only. We do not guarantee the accuracy, completeness, or usefulness of any information provided, nor do we endorse any products, services, or methods mentioned. Always consult with a qualified professional before making any decisions based on the information provided. We take no responsibility for any loss or damage that may arise from the use or reliance on the information provided.

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