[kwlug-disc] General Thunderbird development ?
unsolicited at swiz.ca
Fri Dec 19 12:02:08 EST 2008
OK, good stuff. Help me out here, I don't know enough about CRM guts
to be specific, but:
- one way or another, you're going to have to identify the incoming
bit against whom it should apply. Presumably you're going to want a
pick list - this would mean somehow synchronizing a Thunderbird
address book against the CRM list of customers. So you can say 'go',
pick for whom, and magic happens. This doesn't sound like fun
(Thunderbird Address Book).
- I am presuming the CRM packages handle all the nasty e-mail stuff /
processing etc. What I'm getting at is, I would have expected the CRM
packages, if you stay within the package / web interface, to have all
this nastiness solved for you already.
- if you solve the 'who should it apply to' bit, could you:
(a) have the package assume that anything coming in, applies. Mail
would only be accepted from internal workstations.
(b) simply forwarding the e-mail from TB to the CRM would kick
things in motion?
Maybe I'm confusing CRM with groupware?
Insurance Squared Inc. wrote, On 12/19/2008 11:47 AM:
> As your questions point out, there's a lot of complex issues I haven't
> addressed :). Most of that's due to the complexities of email, along
> with the issues of trying to integrate email (remote server app), the
> crm (another remote server app) and thunderbird (local app).
> What I'm trying to get is the simplest and least expensive way to get
> the integration done. I don't want to reinvent stuff that's in
> thunderbird and I want to stay as far away from the complexities of mail
> as I can.
> I'm thinking John's solution may be the way to go. If I just put a
> button on thunderbird that says 'send this email to the database', then
> as client emails come in, I just hit the button and it gets pushed to
> the database over the network. The database can then just import the
> email basically as a static text file and attach it to the record. I
> think that way the only hiccup I have is ensuring that the database is
> smart enough to assign the email to the right record.
> I don't think I want to get into the database polling the mail server
> and funkying around with it that way. That's actually the cause of all
> my problems with my current system. And if a large company with
> millions of dollars in funding can't get it right, I don't want to tread
> in those waters :).
> unsolicited wrote:
>> Can you flesh out some details?
>> Thunderbird, being a mail reader, is presumably being used to view
>> stuff. Externally?
>> Also, presumably, the CRM includes its own mail server / processor -
>> so storage is local, and the CRM includes local magic that processes
>> Internally, would you not use the CRM web interface to do things, or
>> are you looking to view via Thunderbird and build some automation
>> widgets into Thunderbird?
>> However data is being fed in and processed, there are only internal
>> readers? No external clients?
>> Insurance Squared Inc. wrote, On 12/19/2008 10:54 AM:
>>> It seems I need to develop a CRM type database for my niche as
>>> everything I'm finding just doesn't work well enough. The CRM is
>>> basically a client administration database, server hosted and accessed
>>> through a browser. Our leads are inserted into the system then it
>>> manages them through to sales and afterwards. It'll be developed in
>>> It's all standard database stuff, with one exception. I'd like to
>>> integrate thunderbird into the system. But I'm not sure if that can
>>> easily be done, and if so, what functionality is possible. Part of the
>>> confusion is that thunderbird is local, and the CRM is hosted on an
>>> inhouse server.
>>> But ideally, I'd like to be able to somehow use thunderbird for emails,
>>> while still tagging emails to the client records of the CRM. For
>>> example if I pull up client A, it'd be nice to view all the emails that
>>> went back and forth with that client, even if I'm not at the machine
>>> that sent and received the emails.
>>> Does anyone have any thoughts on such an integration? I know it's a bit
>>> of a vague problem, but I'm not 100% certain exactly how much
>>> integration is actually feasible.
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