Capmail - Correo IMAP integrado en Dolibarr 2.0.6

Presentación

En la mayoría de las empresas, el correo se gestiona en un programa de correo y los clientes viven en Dolibarr. Se copia una dirección a mano, se busca a qué presupuesto responde un mensaje, se reenvía el adjunto uno mismo. Capmail lleva sus correos al interior de Dolibarr: sus buzones IMAP, sus respuestas, y cada correo vinculado al tercero correcto, al proyecto correcto, al presupuesto correcto.

Capmail en su propia ventana

Capmail se abre en una ventana dedicada, sin los menús de Dolibarr. Todo el espacio es para el correo: lista de mensajes, lectura y acciones lado a lado. Se mantiene abierta todo el día, junto a sus otras ventanas o en una segunda pantalla, mientras se trabaja en Dolibarr.

• Instalable como una aplicación: desde Chrome o Edge, Capmail se añade al menú de aplicaciones del equipo y se abre directamente en su ventana, sin barra de direcciones.
• Lectura a pantalla completa: una tecla (f) oculta la lista y el panel de acciones para dejar solo el mensaje, otra (Esc) los recupera.
• Atajos de teclado para todo lo habitual: responder, archivar, marcar como leído o no leído, estrella, spam, pasar al mensaje siguiente.
• Redacción cómoda: editor de texto enriquecido integrado, plantillas de respuesta, adjuntos, elección del buzón de envío, responder, responder a todos y reenviar con los adjuntos originales.
• Columnas redimensionables, cuyo ancho se recuerda en el equipo, y un modo compacto para ver más mensajes.

Un correo que se ordena solo

• Vinculación automática al tercero: el remitente se reconoce a partir de los terceros y contactos de Dolibarr.
• Respuestas a sus presupuestos, pedidos y facturas: cuando un cliente responde a un documento enviado desde Dolibarr, su respuesta queda vinculada a ese documento y aparece en su bloque "Objetos vinculados".
• Hilos de conversación: los mensajes de un mismo intercambio se agrupan, y vincular un tercero se aplica a todo el hilo.
• Filtros automáticos del correo entrante: etiquetar, archivar, reenviar, responder automáticamente, avisar a un compañero, crear un ticket, un tercero o un proyecto. Una simulación muestra los mensajes afectados antes de guardar la regla.
• Etiquetas compartidas o personales, con colores y atajos de teclado.
• Posponer: un mensaje desaparece hasta la fecha elegida y luego vuelve arriba de la lista.

Del correo al cliente, en un clic

• Crear un tercero, un contacto, un proyecto o un ticket a partir de un mensaje, con los campos ya rellenados.
• Extracción de datos: teléfono, número de registro de la empresa, dirección y nombre de la empresa se detectan en el mensaje y se proponen para completar la ficha del tercero.
• Plantillas de extracción para los formularios de contacto de su web (Contact Form 7, Wix...): cada campo del formulario va al campo correcto de Dolibarr.
• Detección de duplicados por dirección, teléfono, número de registro o nombre parecido, para no crear nunca dos veces el mismo cliente.
• Adjuntos copiados al proyecto, presupuesto o factura vinculados.
• Una pestaña Capmail en cada ficha de tercero muestra el historial completo de intercambios.

Varios buzones, un equipo

• Tantos buzones IMAP como necesite: contacto, comercial, soporte, buzones personales.
• Matriz de permisos: para cada usuario y cada buzón, solo lectura o lectura y envío.
• Servidor SMTP propio para cada buzón, con dirección de remitente personalizada. Los envíos hechos desde los presupuestos, pedidos y facturas de Dolibarr pueden salir por un buzón de Capmail y se copian en su carpeta "Enviados".
• Sincronización en ambos sentidos con el servidor: leído o no leído, estrella, archivo, spam. Las marcas son compatibles con Thunderbird, así que puede seguir usando su cliente habitual en paralelo.
• Detección y reparación de carpetas IMAP, probadas con OVH, Free, Gmail y Dovecot.

Seguridad

• Los mensajes HTML se muestran en un marco aislado: ningún script contenido en un correo llega a ejecutarse.
• Contraseñas de los buzones cifradas en la base de datos.
• Permiso de eliminación separado del de lectura, buzones personales invisibles para los demás usuarios.

Idiomas

Interfaz disponible en francés, inglés, alemán, español, italiano, neerlandés y portugués de Brasil.

Probar

Una demostración con correos de ejemplo se abre en menos de 20 segundos en dolitest.fr/capmail.

Requisitos

• Dolibarr 18.0 o superior, PHP 8.0 o superior
• Uno o varios buzones accesibles por IMAP con usuario y contraseña (para Gmail, una contraseña de aplicación)
• Outlook.com y Microsoft 365 no son compatibles: Microsoft solo acepta la autenticación OAuth2 en IMAP. Proton Mail no ofrece acceso IMAP directo.

Todas las funciones están detalladas en la documentación en línea (en francés): doc.cap-rel.fr/capmail

Qué incluye la compra

• El módulo y el acceso a sus actualizaciones durante el periodo indicado en esta ficha
• La corrección de errores, incluidos los que usted nos comunique
• Un correo electrónico en cada nueva versión publicada

Para enterarse automáticamente de las nuevas versiones, de este módulo y del ecosistema Dolibarr en general, suscríbase en dolinews.com: allí publicamos nuestros anuncios de versión.

Soporte

El soporte pasa por nuestro formulario de soporte, no por los comentarios de esta ficha.

El soporte no es gratuito. Usted quiere personas competentes al otro lado: es normal que se les pague ese tiempo. El precio mostrado cubre el módulo y sus actualizaciones. No cubre la instalación ni la configuración de su Dolibarr, ni la formación de sus equipos, ni desarrollos específicos, ni el diagnóstico de un entorno que no alojamos nosotros.

Un error reproducible del módulo se corrige sin coste, forma parte de las actualizaciones anteriores.

Antes de comprar

• Compruebe las versiones de Dolibarr y de PHP indicadas al principio de esta ficha: más allá, el módulo no está probado
• Los módulos se despliegan desde Inicio > Configuración > Módulos > Desplegar un módulo externo, lo que requiere un directorio custom activo en su instalación
• Si el módulo se apoya en un servicio en línea, la suscripción a ese servicio es independiente de la compra del módulo y se indica más arriba

Editor

Módulo desarrollado por CAP-REL, bajo licencia GPL-3.0-or-later. Documentación en línea en doc.cap-rel.fr.

Historial de versiones

2.0.6 -- 2026-10-20

• Stop showing on the "All" bubble an unread count that did not match its list
• Open the webmail in a dedicated window, without the Dolibarr menus
• Install the webmail as an application from Chrome or Edge
• Stop sending the global auto-copy address two copies of each mail sent from webmail or API
• Let administrators manage global filters from their own filters page
• Require the delete right to delete mail from the webmail and its API
• Link a conversation only on the mails you may see, never on a colleague's private ones
• Keep a colleague's private mail and its attachments out of reach by direct link or action
• Update or retag from a mail only the thirdparty that mail is linked to
• Ask for the contact and project rights when a thirdparty is created with them
• Link a mail automatically only from the webmail itself, never from a link planted elsewhere
• Fetch on demand only the mailboxes you may read, the scheduled job still fetches them all
• Archive and flag spam again from the keyboard and the toolbar buttons of the webmail
• Undo puts a mail back only in a folder of its own mailbox, and resyncs its read state
• Count in the unread and tag badges only the mails you can actually open
• Delete from the webmail only the reminders it created, never another agenda event
• Refuse to unlink a mail without the thirdparty right, and to link it to no thirdparty
• Unlink a whole conversation at once, and file its unfiled mails when one is recognised
• Record each mail sent from the webmail once, and never file a failed send as sent
• Keep the email.eml of every reply, and forward with attachments from the mobile app too
• Fill in the same template variables from the mobile app as from the webmail
• Find a recipient by first and last name from the mobile app, and match typed % and _ as is
• Keep both of two attachments with the same name, and lift the size cap when it is set to 0
• Scroll a search with the same mails as its first page, and hide excluded senders in the app
• Apply the default bank account and the automatic project setting when creating a thirdparty
• Keep each mail's contact when a conversation is filed, and file its project along
• Never wipe or garble a thirdparty field from the mobile app, and search thirdparties literally
• Suggest in the mobile app the thirdparty a mail was sent to, as the webmail does
• Show attachments whose name merely contains "eml", such as Gemlo-devis.pdf
• Create contacts from a mail as active, and set them on the rest of the conversation
• Star, flag or tag a selection as a whole, each mail once, and say which mails were refused
• Unarchive back to the inbox folder, and refuse a snooze date that does not read as a date
• Forward a mail with its attachments, without marking it as replied
• Stop sending the attachments of an abandoned message with the next one
• Say why an attachment is refused, and accept names such as com.pdf
• Offer Undo after archiving or flagging spam from the toolbar buttons too
• Make the Reactivate button of a snoozed mail work, and reactivate a whole selection
• Keep the markers set on the mail card after the next fetch
• Send the read state to the mail server when a mail is ignored
• Show the original date in the quoted text of a reply
• Leave snoozed mails out of the All and Unread counters
• Show the permission labels and the search options in French
• Rename the Trash bubble to Spam, which is what it always showed
• Reply and forward from the mail card again: the body was sent empty
• Show a failed mailbox in the scheduled job result instead of a silent success
• Save your Capmail preferences even when Dolibarr renews the security token on each page
• Keep each detection pattern of a template on its own line when you edit it again
• Read a customer's mail as conversations on their card, with a summary and linked objects
• Reply in a few words under the mail you are reading, without opening the full form
• Follow the whole thread under the mail, numbered, with each change of subject flagged
• Spot each sender at a glance in the list, with initials and the first line of the mail
• Keep the everyday actions in front in the toolbar, the rest in a More menu
• See the linked customer and the mail's objects first, the actions folded until needed
• Warn when a sender could not be authenticated, louder when the mail asks to change a RIB
• Recognize the Dolibarr references a mail cites, open them and attach the mail in one click
• See what a linked customer owes, or his open tickets and prepaid time for a technician
• Select mails by clicking their initials, which turn into a check mark
• Paste an address, a name or a phone in the Link tab: the matching thirdparty is proposed
• Install a lighter module: 1.7 MB instead of 3.1 MB
• Click the "Inconnu" badge of a mail to list every mail without thirdparty
• File one mail of a conversation on its own when the thread drifts to another customer
• Attach files to a reply, not only to a new mail
• Insert a quote, order or invoice in a mail, with its lines, its PDF and the signing link
• List only the documents of your own customers when your rights stop there
• Add a mailbox with its address and password: servers detected, company domains preset
• Colour the mails that matter in the list: a key customer, an alert, a recurring subject
• See who of the team read a shared mail, and assign it to a colleague
• Write a mail now and have it leave later: tomorrow morning, Monday, or a chosen date
• Connect a Google or Microsoft 365 mailbox through OAuth, without any password
• Use the same TinyMCE editor everywhere, with no editor loaded from a third-party site
• Use Capmail in German, Spanish, Italian, Dutch and Brazilian Portuguese
• Read the sender, subject and field labels in your language instead of English or a wrong word
• Reach every toolbar button, mail fetch included, even when the mail list column is narrow
• Run on Dolibarr 24
• See how many mails a filter test matched, and the names behind each filter action
• Get a thirdparty update proposal only for real changes, not for the same value respelled
• Pick the thirdparty, project, user or template of a filter in a list instead of typing its id
• Install without the PHP IMAP extension: Capmail speaks IMAP by itself
• Refuse activation with a clear message when iconv, mbstring or a module table is missing
• Load the new look right after an update, without clearing the browser cache
• Block a second click on a slow form, so nothing gets created twice
• Show your own flag labels in the tooltips of the mail card
• Show the real hour a mail is snoozed until
• Explain in a tooltip what each status bubble counts
• Name the missing required field when a form is refused
• Accept emojis in filter names and values
• Pick a filter's thirdparty, project, user or template in a list instead of typing its id
• Keep the column resizers and the list collapse handle discreet
• Sort incoming mail on its own: rules on sender, subject, body, headers or attachments
• A rule can mark, star, tag, snooze, archive, move, flag as spam or delete a mail
• A rule can link the mail to a thirdparty or a project
• A rule can create a ticket, a thirdparty or a project from the mail
• A rule can reply from a template, forward to an address or notify a Dolibarr user
• Try a rule before saving it: the dry run lists the mails it would have caught
• Observation mode runs a rule without changing anything, to watch it before arming it
• Replay the rules on mail already received, from maintenance or from a rule's card
• Apply the rules to a selection of mails straight from the leads list
• Duplicate a rule to start a variant from it
• Each user manages the rules of their own mailboxes from the "My filters" tab
• Attach a mail to a project, proposal, order, invoice or ticket, with its attachments
• A reply to a mail sent by Dolibarr attaches itself to the object it answers
• The email template selector works again when sending a mail
• The reply editor really offers the robot sender option, with a translated colour palette
• The extraction templates tab is renamed so it stops being mistaken for the filters
• The mass action selector is back on the thirdparty mail tab
• Dates of the last run of a rule and of the dry run results are displayed again
• Searching for a term with an apostrophe or a wildcard no longer breaks or widens the query
• The API reply, template and tag routes enforce the mailbox read boundary
• Sending a mail requires a send grant whatever the From address chosen
• Mass delete has its own permission and only ever touches readable mailboxes
• The mail card, the thirdparty tab and the collect action require the module read right
• Thirdparty and contact ids are checked before a mail is filed under them
• Mailbox fetches and folder repairs are scoped to their entity and their mailbox
• An open redirect, a referer bypass and mail header injections are closed
• A rule-created ticket stores a sanitized copy of the mail body
• Sent mail is stored from its real body, apostrophes are no longer doubled
• A mail carrying a UUencoded part no longer breaks the inline images of the preview
• A mail moved to another folder from another mail client loses its stale folder link
• Keep read and flag states right after a move, matched on the UID of the right folder
• A connection failure keeps the folder links and the read state instead of wiping them
• An oversized mail is skipped with a log instead of taking the cron down
• Missing classes in the library or in the rule engine no longer break a fetch
• Conversations are rebuilt along the whole References chain
• The quick search works again and filters no longer stick to the session
• Tag colours are kept and injected urls stay out of the markup
• Nameless or duplicate attachments get a usable file name
• Attachment lists are sorted ascending
• Each imported mail is committed on its own, a crash no longer loses the batch
• A failed attachment copy is no longer counted as a success when creating a project
• Linking a mail to a second thirdparty no longer links the mail to itself
• A supplier payment reference no longer attaches a mail to an unrelated proposal
• The template test tab matches the fields the engine really reads
• The storage migration page speaks French
• The release zip no longer ships development dependencies

2.0.4 -- 2026-09-20

• multi-entity isolation enforced on messages, mailboxes, sender profiles, tags
• mailbox rights matrix now checked on posted ids
• anti-CSRF token required on state-changing GET actions
• REST mail controller enforces entity, mailbox rights and privacy
• mail HTML sanitized before injection in the reply editor
• attachments filtered, EML headers hardened
• private templates and sender profiles scoped to their owner
• internal mail endpoints blocked and TLS certificates verified
• tag ownership, output escaping, regex validation
• accented subjects are no longer stripped of their accents
• better sender detection
• IMAP folders are resolved by their exact path again
• folders whose path contains non-ASCII characters are now reachable
• ambiguous folder names (several folders sharing a name) are reported
• new "Detect folders" and "Apply detected folders" buttons
• new maintenance action to repair folders whose path repeats its prefix
• STARTTLS supported for per-mailbox SMTP
• the SMTP connection test now authenticates
• TLS certificate validation is now a per-mailbox setting
• hookable code and triggers for third-party modules
• dolipocket support
• Gmail: step by step guide to connect a mailbox with an application password
• Proton Mail documented as unsupported: no public IMAP server
• new live campaign against real IMAP/SMTP servers
• new integration tests for entity isolation, API authorization
• new HTTP tests for CSRF and for rights on mass actions
• faster test suites: warm database snapshot and opt-in coverage

2.0.2 -- 2026-06-15

• Post devcamp release : urgency is about css container to avoid css collisions

2.0.1 -- 2026-05-14

• Major release. See docs/users/nouveautes-2-0-0.md for the full user-facing summary.
• UI and workflow
• new "Lead Mode" 3-column interface, default UI
• keyboard shortcuts
• infinite scroll on the email list
• resizable panels
• browser notifications on new mail
• classic list view kept available for advanced search
• Multi-mailbox
• support for multiple IMAP mailboxes
• per-user x per-mailbox rights matrix
• personal IMAP mailbox per user
• per-mailbox SMTP config
• mailbox selector in standard Dolibarr email forms
• Tags replace IMAP folder navigation
• new Capmail tag system like gmail/others
• automatic folder -> tag mapping
• IMAP flag sync (bidirectional)
• \Seen <-> read/unread
• \Flagged <-> Capmail star (now independent from the user flags)
• $Label1..$Label4 <-> Capmail user flags 1..4 (Thunderbird-compatible)
• user flags 5..8 remain Capmail-local
• Email processing
• email threading via headers
• thirdparty link propagation
• snooze (postpone an email until a chosen date)
• secure HTML rendering (sandboxed iframe + CSP + no-referrer)
• Leads workflow
• input templates for automatic detection and data extraction (Contact Form 7, Wix, custom forms...)
• duplicate detector
• quick-create thirdparty / contact / project from an email
• "Capmail" tab on the thirdparty card showing the full email history
• "Actions" tab in the leads panel showing the linked thirdparty's upcoming agenda items
• Admin setup refactor
• 4 thematic main tabs
• first-mailbox onboarding when no mailbox is configured
• one-shot maintenance tools
• Editor
• TinyMCE supported in addition to CKEditor
• dedicated newsletter editor

2.0.0 -- 2026-02-05

• new working mode "leads machine"

1.0.12 -- 2025-12-03

• set read / unread flag dynamic (not only on "archive" event)
• fix after send process
• code cleanup
• fix sent mail
• new eml filter to display files
• avoid duplicate
• add a new check on mailExistsMessageId
• add rights

1.0.11 -- 2025-11-07

• sort on fk_extra

1.0.10 -- 2025-11-07

• add mark as spam

1.0.8 -- 2025-11-06

• use dolibarr main webklex/php-imap stuff

1.0.4 -- 2025-10-31

• first public release

Historial truncado, versiones intermedias no mostradas: 1

La primera versión de este módulo data del 29/03/2025.

1.0.0

• Initial version

El registro de cambios completo está en la página "Acerca de" del módulo, una vez instalado.