Capmail - Posta IMAP integrata in Dolibarr 2.0.6

Presentazione

Nella maggior parte delle aziende la posta si gestisce in un programma di posta e i clienti vivono in Dolibarr. Si ricopia un indirizzo a mano, si cerca a quale preventivo risponde un messaggio, si inoltra l'allegato da soli. Capmail porta le vostre email dentro Dolibarr: le vostre caselle IMAP, le vostre risposte, e ogni email collegata al soggetto terzo giusto, al progetto giusto, al preventivo giusto.

Capmail nella sua finestra

Capmail si apre in una finestra dedicata, senza i menu di Dolibarr. Tutto lo spazio va alla posta: elenco dei messaggi, lettura e azioni affiancati. La si tiene aperta tutto il giorno, accanto alle altre finestre o su un secondo schermo, mentre si lavora in Dolibarr.

• Installabile come un'applicazione: da Chrome o Edge, Capmail entra nel menu delle applicazioni del computer e si apre direttamente nella sua finestra, senza barra degli indirizzi.
• Lettura a schermo intero: un tasto (f) nasconde l'elenco e il pannello delle azioni per lasciare solo il messaggio, un altro (Esc) li riporta.
• Scorciatoie da tastiera per tutto il lavoro quotidiano: rispondere, archiviare, segnare come letto o non letto, stella, spam, passare al messaggio successivo.
• Scrittura comoda: editor di testo formattato integrato, modelli di risposta, allegati, scelta della casella di invio, rispondi, rispondi a tutti e inoltra con gli allegati originali.
• Colonne ridimensionabili, la cui larghezza viene ricordata sul computer, e una modalità compatta per vedere più messaggi.

Una posta che si riordina da sola

• Collegamento automatico al soggetto terzo: il mittente viene riconosciuto a partire dai soggetti terzi e dai contatti di Dolibarr.
• Risposte ai vostri preventivi, ordini e fatture: quando un cliente risponde a un documento inviato da Dolibarr, la sua risposta viene collegata al documento e compare nel suo blocco "Oggetti collegati".
• Conversazioni: i messaggi di uno stesso scambio vengono raggruppati, e il collegamento a un soggetto terzo vale per tutta la conversazione.
• Filtri automatici sulla posta in arrivo: etichettare, archiviare, inoltrare, rispondere automaticamente, avvisare un collega, creare un ticket, un soggetto terzo o un progetto. Una simulazione mostra i messaggi interessati prima di salvare la regola.
• Etichette condivise o personali, con colori e scorciatoie da tastiera.
• Posticipa: un messaggio scompare fino alla data scelta, poi torna in cima all'elenco.

Dall'email al cliente, in un clic

• Creare un soggetto terzo, un contatto, un progetto o un ticket a partire da un messaggio, con i campi già compilati.
• Estrazione dei dati: telefono, numero di registrazione dell'impresa, indirizzo e ragione sociale vengono individuati nel messaggio e proposti per completare la scheda del soggetto terzo.
• Modelli di estrazione per i moduli di contatto del vostro sito (Contact Form 7, Wix...): ogni campo del modulo finisce nel campo giusto di Dolibarr.
• Rilevamento dei duplicati per indirizzo, telefono, numero di registrazione o nome simile, per non creare mai due volte lo stesso cliente.
• Allegati copiati nel progetto, preventivo o fattura collegati.
• Una scheda Capmail su ogni soggetto terzo mostra la cronologia completa degli scambi.

Più caselle, una squadra

• Tutte le caselle IMAP che servono: contatti, commerciale, assistenza, caselle personali.
• Matrice dei permessi: per ogni utente e ogni casella, sola lettura oppure lettura e invio.
• Server SMTP proprio per ogni casella, con indirizzo mittente personalizzato. Gli invii fatti da preventivi, ordini e fatture di Dolibarr possono passare da una casella Capmail e vengono copiati nella sua cartella "Inviati".
• Sincronizzazione nei due sensi con il server: letto o non letto, stella, archivio, spam. I contrassegni sono compatibili con Thunderbird, quindi potete continuare a usare il vostro client abituale in parallelo.
• Rilevamento e riparazione delle cartelle IMAP, provati con OVH, Free, Gmail e Dovecot.

Sicurezza

• I messaggi HTML sono mostrati in un riquadro isolato: nessuno script contenuto in un'email viene mai eseguito.
• Password delle caselle cifrate nel database.
• Permesso di eliminazione separato da quello di lettura, caselle personali invisibili agli altri utenti.

Lingue

Interfaccia disponibile in francese, inglese, tedesco, spagnolo, italiano, olandese e portoghese brasiliano.

Provare

Una demo con email di esempio si apre in meno di 20 secondi su dolitest.fr/capmail.

Requisiti

• Dolibarr 18.0 o superiore, PHP 8.0 o superiore
• Una o più caselle raggiungibili in IMAP con nome utente e password (per Gmail, una password per le app)
• Outlook.com e Microsoft 365 non sono supportati: Microsoft accetta solo l'autenticazione OAuth2 in IMAP. Proton Mail non offre un accesso IMAP diretto.

Tutte le funzioni sono descritte nella documentazione in linea (in francese): doc.cap-rel.fr/capmail

Che cosa comprende l'acquisto

• Il modulo e l'accesso ai suoi aggiornamenti per il periodo indicato in questa scheda
• La correzione dei difetti, compresi quelli che ci segnalate
• Un messaggio di posta elettronica a ogni nuova versione pubblicata

Per essere avvisati automaticamente delle nuove versioni, di questo modulo e dell'ecosistema Dolibarr in generale, abbonatevi su dolinews.com: è lì che pubblichiamo i nostri annunci di versione.

Assistenza

L'assistenza passa dal nostro modulo di assistenza, non dai commenti di questa scheda.

L'assistenza non è gratuita. Volete persone competenti dall'altra parte: è giusto che quel tempo sia pagato. Il prezzo indicato copre il modulo e i suoi aggiornamenti. Non copre l'installazione né la configurazione del vostro Dolibarr, né la formazione dei vostri collaboratori, né sviluppi specifici, né l'analisi di un ambiente che non ospitiamo noi.

Un difetto riproducibile del modulo viene corretto senza costi, fa parte degli aggiornamenti qui sopra.

Prima di acquistare

• Verificate le versioni di Dolibarr e di PHP indicate in cima a questa scheda: oltre quelle, il modulo non è collaudato
• I moduli si installano da Home > Configurazione > Moduli > Distribuire un modulo esterno, il che richiede una cartella custom attiva sulla vostra installazione
• Se il modulo si appoggia a un servizio in linea, l'abbonamento a quel servizio è separato dall'acquisto del modulo ed è indicato qui sopra

Editore

Modulo sviluppato da CAP-REL, con licenza GPL-3.0-or-later. Documentazione in linea su doc.cap-rel.fr.

Cronologia delle versioni

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

Cronologia troncata, versioni intermedie non mostrate: 1

La prima versione di questo modulo risale al 29/03/2025.

1.0.0

• Initial version

Il registro delle modifiche completo si trova nella pagina "Informazioni" del modulo, una volta installato.