Your sales and support teams live in two places: their inbox and their CRM. Every time they switch between the two, context is lost, records go unlogged, and deals slip through the cracks.
MTS Mail Pro eliminates that gap.
Instead of a dated, clunky email interface bolted onto the side of SuiteCRM, MTS Mail Pro gives you a fluid, modern experience that feels as natural as Gmail — while being deeply wired into your CRM data. Emails are read, sent, and imported without a single tab switch. Compose windows appear right on top of a Contact or Account record, recipient and relation pre-filled. One click turns an incoming email into a logged CRM record, linked to the right module and assigned to the right person.
The result: your team spends less time managing tools and more time closing deals.
For teams that take email seriously inside their CRM.
FAQ
MTS Email Client — Frequently Asked Questions (FAQ)
Version: 1.0.0 Last Updated: 2026-03-14
Table of Contents
- Installation & Compatibility
- License & Purchasing
- Email Accounts & Setup
- Using the Inbox
- Composing & Sending Email
- CRM Integration
- Admin Settings
- Troubleshooting
Installation & Compatibility
Q: Which versions of SuiteCRM are supported? A: MTS Email Client supports SuiteCRM Community Edition (CE) 7.12 and above. It has been tested on the latest SuiteCRM 7.x releases.
Q: Does it work with SugarCRM or SuiteCRM Enterprise/Professional? A: No. This module is designed for SuiteCRM Community Edition only. It is not compatible with SugarCRM or SuiteCRM Enterprise/Professional editions.
Q: Can I install both the One-Time and Yearly ZIP files on the same server? A: No. Only one variant should be installed at a time. They are the same module with different license keys embedded. Installing both will cause conflicts.
Q: After installation, the inbox does not load. What should I check?
A: Run through this checklist:
1. Run Admin → Repair → Quick Repair and Rebuild after installation.
2. Confirm the license key has been entered and validated (Admin → MTS Email Client License).
3. Confirm at least one InboundEmail account is configured and its connection test passes.
4. Check suitecrm.log for PHP errors.
Q: Does this replace the default SuiteCRM email module?
A: The modern inbox is accessible at the standard URL (module=Emails&action=inbox). The default SuiteCRM email views (list, detail, etc.) remain intact. MTS Email Client adds the new inbox view without removing existing functionality.
License & Purchasing
Q: Where do I find my license key? A: Log in to your account at the SuiteCRM Store. Go to My Account → My Purchases and locate MTS Email Client. Your license key is listed there.
Q: What is the difference between the One-Time and Yearly plans?
| One-Time | Yearly | |
|---|---|---|
| Payment | Single purchase | Annual subscription |
| Updates | Version 1.x updates included | Updates included while subscription is active |
| Support | Standard support | Standard support |
| ZIP file | MTS_Email_Client_1.0.0.zip |
MTS_Email_Client_Yearly_1.0.0.zip |
Q: What happens if my Yearly subscription expires? A: After expiration, the license becomes invalid. The inbox will be blocked and an error message will be displayed. To restore access, renew your subscription in the SuiteCRM Store and re-validate your license key.
Q: Does my server need internet access for the license to work?
A: Yes, for the initial activation and weekly re-validation, the server needs outbound HTTPS access (port 443) to store.suitecrm.com. If connectivity is temporarily unavailable, the last cached validation result is used. If the server has been offline for more than one validation cycle (7 days), the license will be treated as unverified.
Q: Can I use one license on multiple SuiteCRM instances? A: License terms depend on your purchase. Please refer to the terms and conditions of your SuiteCRM Store purchase, or contact MTS for multi-instance licensing options.
Email Accounts & Setup
Q: How do I connect my Gmail account?
A: In SuiteCRM:
1. Go to Admin → Email Settings → Inbound Email → Add.
2. Set server to imap.gmail.com, port 993, SSL.
3. Use your Gmail address as the username.
4. If using 2FA, create a Google App Password and use that as the password.
5. Enable IMAP in your Gmail settings (Gmail → Settings → See all settings → Forwarding and POP/IMAP).
Q: How do I connect my Microsoft 365 / Outlook account?
A: Use these settings:
- IMAP Server: outlook.office365.com, Port: 993, SSL
- SMTP Server: smtp.office365.com, Port: 587, STARTTLS
- If your organization requires OAuth2, work with your IT admin to configure an App Password.
Q: Can multiple users share the same inbox? A: Yes. If an InboundEmail account is configured as a Group/Shared account, it can be visible to multiple users (depending on SuiteCRM's InboundEmail sharing settings). Personal accounts are visible only to the user who owns them.
Q: How many email accounts can I connect? A: There is no fixed limit. You can connect as many IMAP inbound email accounts as needed, subject to your server resources.
Q: The account selector in the sidebar shows no accounts. Why? A: This means no InboundEmail accounts are configured for your user. Either: - Ask your administrator to set up a shared/group account. - Set up your own personal inbound email account in User Profile → Email Settings.
Using the Inbox
Q: How do I switch between email accounts? A: Use the account selector dropdown at the top of the left sidebar. Select the desired account and the folder tree and email list will update accordingly.
Q: How do I see custom IMAP folders (e.g., "Work", "Projects")? A: Click More Folders at the bottom of the sidebar to expand the full IMAP folder tree including custom sub-folders.
Q: The folder list is out of date / missing new folders. How do I refresh it? A: Click the Refresh Folders (↺) button next to the folder list heading to reload the folder tree from the IMAP server.
Q: Emails are not loading / the list appears empty. A: Possible causes: - The IMAP connection has timed out — try refreshing the page. - The selected folder is genuinely empty. - The IMAP account credentials have changed — update them in Admin → Email Settings → Inbound Email.
Q: Why do some emails show "No Subject"? A: Emails without a subject line in their headers will be displayed as "No Subject" in the list.
Composing & Sending Email
Q: How do I add Cc or Bcc recipients? A: Click the Cc or Bcc labels in the compose modal to expand those fields, then type recipient addresses.
Q: Can I use email templates? A: Yes. Click the Template button in the compose modal to open the template picker. Selecting a template will populate the subject and body fields automatically.
Q: How do I use my email signature? A: Signatures are managed per outbound email account. When you select a From account in the compose modal, the signature for that account is automatically inserted into the email body. To set up or edit signatures, go to User Profile → Email Settings → Outbound Accounts → Edit → Signature.
Q: Can I send to contacts not in SuiteCRM? A: Yes. You can type any email address directly into the To/Cc/Bcc fields. The autocomplete suggests CRM contacts, but any valid email address can be added.
Q: How do I save an email as a draft? A: Click Save Draft in the compose modal. The email is saved to your Drafts folder. To continue editing, open the Drafts folder and click the draft.
Q: I sent an email but it does not appear in the Sent folder. Why? A: There are two "Sent" folders: - Sent (CRM) — shows emails sent via SuiteCRM's mailer (all emails sent through MTS are here). - Sent (IMAP) — shows copies saved to the mail server's Sent folder (only if your outbound account is configured to save a copy there).
Q: Can I attach files to emails? A: Yes. Click Attach File in the compose modal to upload attachments. Multiple files can be attached.
CRM Integration
Q: What does "Import to CRM" do? A: It saves the selected email as a standard SuiteCRM Email record, making it visible in the Email module, search results, and related record history panels.
Q: Can I import the same email twice? A: No. Once an email has been imported, the Import to CRM button is disabled and the email is marked Imported. Attempting to re-import will show an "Already Imported" message.
Q: How does "Link Record" work? A: After selecting a CRM record (e.g., a Contact), the email is associated with that record in SuiteCRM's relationship system. The email will appear in the History sub-panel of that record.
Q: What modules are supported for Quick Create from Email? A: The following record types can be created directly from an email: - Contact, Lead, Case, Bug, Opportunity, Call, Meeting, Task
Q: Is the email automatically linked to the record I create via Quick Create? A: Yes. The quick-created record is automatically linked to the email. Relevant fields (sender name, email address, subject) are pre-filled where applicable.
Admin Settings
Q: What is the "Compose Override" setting? A: When enabled, clicking "Compose Email" on supported CRM module pages (e.g., a Contact detail view) opens the MTS floating compose modal instead of the default SuiteCRM compose popup. It can be toggled on/off globally and enabled/disabled per module.
Q: How do I restrict the compose modal to specific modules only? A: Go to Admin → MTS Email Client Settings. In Level 2, check only the modules where you want the MTS compose modal to appear. Uncheck modules where you want the default behavior.
Q: Can regular users access the Admin Settings page? A: No. The Settings and License pages are restricted to SuiteCRM Administrator users only.
Q: Do I need to run Repair after changing admin settings? A: No. Admin settings are saved to the database immediately and take effect on the next page load. A repair is only needed after installing or uninstalling the module.
Troubleshooting
Q: I see "MTS Email Client is no longer active." What does this mean? A: The license is invalid or has expired. Administrators: go to Admin → MTS Email Client License to re-enter and validate your key. Non-admin users should contact their SuiteCRM administrator.
Q: The compose modal appears blank / does not load. A: Try: 1. Hard-refresh the browser (Ctrl+Shift+R / Cmd+Shift+R). 2. Clear browser cache and reload. 3. Check the browser console for JavaScript errors. 4. Run Admin → Repair → Quick Repair and Rebuild.
Q: TinyMCE editor does not load in the compose window.
A: Ensure the TinyMCE vendor file exists at vendor/tinymce/tinymce/tinymce.min.js on your SuiteCRM server. If missing, re-run the module installation or contact your administrator.
Q: Autocomplete for recipients is not working. A: Recipient autocomplete searches CRM Contacts and Users. If results do not appear, ensure: - There are Contacts/Users in the CRM. - You have search permissions for the Contacts module. - No JavaScript errors appear in the browser console.
Q: How do I report a bug or request a feature? A: Contact your MTS vendor or submit a support request via your SuiteCRM Store account. Include your SuiteCRM version, PHP version, browser, and a description of the issue.
Thank you for using MTS Email Client.
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