Mail Integration with InfoLog/Addressbook

[e_l_e_s]

Hi,
I am in progress of making up an upgrade path from my 1.8.004 installation(s), for now running a temporary test server with 17.1.

(there are reasons why I’m for now stuck on 17.1 as a test, which this post is too small to contain, one of them being, that old user’s habits die very hard. and very slow.)

I would like to know what exactly does the Mail app integration achieve in conjunction with InfoLog and Address Book?

Because I never ran Mail on any of my installations, always relying on MUAs like Thunderbird instead, I know very little about what the Mail integration is capable of. Any links/hints where to find more detals about this will be appreciated. https://www.egroupware.org/en/egroupware-applications/email/ is a good start and I read it already as well as watching most of the Mail related online videos, but if some more detailed list of features exists, I’ll really appreciate seeing it.

(the more ‘specific’ reason for asking that would be, whether the Mail/InfoLog/Addressbook integration is able to pick up e.g. emails sent by customers to our info@company.com type of mailbox, possibly creating / hinting on creating appropriate InfoLog entries / sorting / attaching the emails to the Addressbook entries? And whether this is available in CE release.) (Basically, trying to avoid having to migrate the current EGW based ‘ticketing system’ to a SaaS service like FreshDesk…).

Thank you in advance,

[StefanU]

Hi Lukasz.

that old user’s habits die very hard. and very slow.)

Believe me, the users get used to it very quickly.

I would like to know what exactly does the Mail app integration achieve in conjunction with InfoLog and Address Book?

You can create an appointment, an infolog or a ticket from a mail. The data of the mail is then transferred to the respective one.
You should simply try this in a current version. Just get a trial version set up:

(Deutsch) EGroupware - Unternehmenssoftware testen - Kostenlose Testversion

pick up e.g. emails sent by customers to our info@company.com type of mailbox, possibly creating / hinting on creating appropriate InfoLog entries / sorting / attaching the emails to the Addressbook entries?

In principle, yes. Then it depends on the details of your requirements.
It is also possible to automate these things. There is a module Workflow from one of our partners. Of course with costs.

And whether this is available in CE release.)

Our EPL version has some more business functions than the CE version. And yes, that costs money. We live on it and develop EGroupware with the money. Whether you need any of it I can’t judge. You have to investigate that more closely.

EGW based ‘ticketing system’ to a SaaS service like FreshDesk…).

What speaks against the ticket system in EGw?

Stefan

[e_l_e_s]

You can create an appointment, an infolog or a ticket from a mail. The data of the mail is then transferred to the respective one

See, this is information is exactly what I was after Is there more to it? Anything else I should be aware of? Any pitfalls?

What speaks against the ticket system in EGw?

Exactly! Nothing! I am used to it, the users are used to it. We just never had the Mail integration on, since we were stuck on 1.8…

I have a better idea of this now, so thank you, and see you in 19.X

[StefanU]

See, this is information is exactly what I was after Is there more to it? Anything else I should be aware of? Any pitfalls?

Please test it on a trial.
I cannot explain this in detail here.
Actually, you come from the requirements or the process and then look at how you map that.

We just never had the Mail integration on,

The mail integration in ticket system?
Or the mail modul?

Stefan

[e_l_e_s]

Neither… we just created InfoLog entries by hand linked to the Addressbook entries, with info copied by hand from an external MUA (Thunderbird). And it works (with usual manpower / communications considerations). The mail integration as you describe, is already going to make their life easier. So I’m looking forward to that

[StefanU]

Hi Lukasz.

we just created InfoLog entries by hand linked to the Addressbook entries, with info copied by hand from an external MUA (Thunderbird).

Oh. It really doesn’t have to be.

is already going to make their life easier.

I think so too.

A small example:

Of course you can still adjust a few things. You can also create suitable Infolog types.

Basically, it is also possible (with an EPL version) to adjust the masks (changes are then retained in an update) or program functions into them. And everything else you need…

Here once again the reference to the module Workflow:
http://translate.google.com/translate?hl=&sl=auto&tl=en&u=https%3A%2F%2Fwww.hw-softwareentwicklung.de%2Fworkflow%2F

The module can be purchased independently of an EPL.

This allows you to automate the incoming mail, the creation of an InfoLog and further processing.
This means that what your employees still have to do “by hand” with EGw can usually be completely automated.
If you are interested write us a short mail (with reference to this article): info@egroupware.org

Stefan