Capmail - Messagerie IMAP intégrée à Dolibarr 2.0.6

Présentation

Dans la plupart des entreprises, le courrier se traite dans un logiciel de messagerie et les clients vivent dans Dolibarr. On recopie une adresse, on cherche à quel devis répond ce message, on transfère la pièce jointe à la main. Capmail amène vos courriels à l'intérieur de Dolibarr : vos boîtes IMAP, vos réponses, et chaque courriel rattaché au bon tiers, au bon projet, au bon devis.

Capmail dans sa propre fenêtre

Capmail s'ouvre dans une fenêtre dédiée, sans les menus de Dolibarr. Toute la place va au courrier : la liste des messages, la lecture et les actions côte à côte. On la garde ouverte en permanence, à côté de ses autres fenêtres ou sur un second écran, pendant que l'on travaille dans Dolibarr.

• Installable comme une application : depuis Chrome ou Edge, Capmail rejoint le menu des applications du poste et s'ouvre directement dans sa fenêtre, sans barre d'adresse.
• Lecture plein écran : une touche (f) masque la liste et le panneau d'actions pour ne garder que le message, une autre (Échap) les ramène.
• Raccourcis clavier pour tout le courant : répondre, archiver, marquer lu ou non lu, étoile, indésirable, passer au message suivant.
• Rédaction confortable : éditeur de texte riche intégré, modèles de réponse, pièces jointes, choix de la boîte d'expédition, réponse, réponse à tous et transfert avec les pièces jointes d'origine.
• Colonnes redimensionnables, dont la largeur est mémorisée sur le poste, et mode compact pour afficher plus de messages.

Le courrier qui se range tout seul

• Rattachement automatique au tiers : l'expéditeur est reconnu à partir des tiers et contacts de Dolibarr.
• Réponses à vos devis, commandes et factures : quand un client répond à un document envoyé depuis Dolibarr, sa réponse est rattachée au document et apparaît dans son bloc "Objets liés".
• Fils de conversation : les messages d'un même échange sont regroupés, et une liaison au tiers s'applique à tout le fil.
• Filtres automatiques sur le courrier entrant : étiqueter, archiver, transférer, répondre automatiquement, prévenir un collègue, créer un ticket, un tiers ou un projet. Une simulation montre les messages concernés avant d'enregistrer la règle.
• Étiquettes partagées ou personnelles, avec couleurs et raccourcis clavier.
• Mise en attente : un message disparaît jusqu'à la date choisie, puis revient en haut de la liste.

Du courriel au client, en un clic

• Créer un tiers, un contact, un projet ou un ticket à partir d'un message, avec les champs pré-remplis.
• Extraction des données : téléphone, SIREN, adresse, nom de société sont repérés dans le message et proposés pour compléter la fiche du tiers.
• Modèles d'extraction pour les formulaires de contact de votre site (Contact Form 7, Wix...) : chaque champ du formulaire va dans le bon champ de Dolibarr.
• Détection des doublons par adresse, téléphone, SIREN ou nom approchant, pour ne pas créer deux fois le même client.
• Pièces jointes copiées vers le projet, le devis ou la facture rattachée.
• Un onglet Capmail sur chaque fiche tiers montre l'historique complet des échanges.

Plusieurs boîtes, une équipe

• Autant de boîtes IMAP que nécessaire : contact, commercial, support, boîtes personnelles.
• Matrice des droits : pour chaque utilisateur et chaque boîte, lecture seule ou lecture et envoi.
• Serveur SMTP propre à chaque boîte, avec adresse d'expédition personnalisée. Les envois faits depuis les devis, commandes et factures de Dolibarr peuvent partir d'une boîte Capmail et sont copiés dans son dossier "Envoyés".
• Synchronisation dans les deux sens avec le serveur : lu ou non lu, étoile, archivage, indésirables. Les marqueurs sont compatibles avec ceux de Thunderbird, vous pouvez donc garder votre client habituel en parallèle.
• Détection et réparation des dossiers IMAP, testées chez OVH, Free, Gmail et sur Dovecot.

Sécurité

• Les messages HTML sont affichés dans un cadre isolé : aucun script contenu dans un courriel ne s'exécute.
• Mots de passe des boîtes chiffrés en base.
• Droit de suppression distinct du droit de lecture, boîtes personnelles invisibles des autres utilisateurs.

Langues

Interface disponible en français, anglais, allemand, espagnol, italien, néerlandais et portugais brésilien.

Essayer

Une démonstration remplie de courriels d'exemple s'ouvre en moins de 20 secondes sur dolitest.fr/capmail.

Prérequis

• Dolibarr 18.0 ou supérieur, PHP 8.0 ou supérieur
• Une ou plusieurs boîtes mail accessibles en IMAP avec un identifiant et un mot de passe (pour Gmail, un mot de passe d'application)
• Outlook.com et Microsoft 365 ne sont pas pris en charge : Microsoft n'accepte plus que l'authentification OAuth2 en IMAP. Proton Mail ne propose pas d'accès IMAP direct.

Toutes les fonctionnalités sont détaillées dans la documentation en ligne : doc.cap-rel.fr/capmail

Ce que comprend l'achat

• Le module, et l'accès à ses mises à jour pendant la durée indiquée sur cette fiche
• Les corrections de bogues, y compris à partir de vos remontées
• Un courrier électronique à chaque nouvelle version publiée

Pour être prévenu automatiquement des nouvelles versions, de ce module comme de l'écosystème Dolibarr en général, abonnez-vous sur dolinews.com : nos annonces de version y sont publiées.

Support et SAV

Le support passe par notre formulaire de SAV.

Le support n'est pas gratuit. Vous souhaitez des personnes compétentes en face de vous : il est normal qu'elles soient payées pour ce temps. Le prix affiché couvre le module et ses mises à jour. Il ne couvre ni l'installation, ni le paramétrage de votre Dolibarr, ni la formation de vos équipes, ni les développements spécifiques, ni le diagnostic d'un environnement que nous n'hébergeons pas.

Un bogue reproductible du module est corrigé sans frais, cela fait partie des mises à jour ci-dessus.

Avant d'acheter

• Vérifiez les versions de Dolibarr et de PHP indiquées en haut de cette fiche : au-delà, le module n'est pas testé
• Les modules se déploient depuis Accueil > Configuration > Modules > Déployer un module externe, ce qui suppose un répertoire custom actif sur votre installation
• Si le module s'appuie sur un service en ligne, l'abonnement à ce service est distinct de l'achat du module : il est alors précisé plus haut

Éditeur

Module développé par CAP-REL, sous licence GPL-3.0-or-later. Documentation en ligne sur doc.cap-rel.fr.

Historique des versions

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

Historique tronqué, versions intermédiaires non affichées : 1

La première version de ce module date du 29/03/2025.

1.0.0

• Initial version

Le journal des modifications complet est consultable dans la page "À propos" du module, une fois celui-ci installé.