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What a plugin can do
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We have a home-grown crm and financial system at e-office, completely Notes-based.
Over the years a lot of time and effort is spent on this system, and rebuilding it into something new and shiny is expensive.
Hello Notes 8 / 8.5
I've developed a sidebar plugin, shown below, and wired to it from my mailfile. When i select a mail the email address of the sender is published to the plugin.
The plugin uses the mailaddress to retrieve the contactDocument from the crm system, retrieves the company- and contactkey from that document, and retrieves
other documents with that information: Current projects, open servicecalls, open opportunities, received and sent mails to this customer by other collegueas.
Clicking on a entry opens the Notes document.
Retrieving all those documents takes some time, so the plugin uses different threads to do this, so the screen can be updated when some documents (e.g. the projects docs) are retrieved.
The first thing the plugin does is retrieving basic contact information, and displays it in the upper part of the screen, so you have some basic info available, without having to wait on all other info.
With a simple drag and drop you can add a mail to a project or opportunity.
Other plans we have with this plugin, but didn't have the time yet to implement: Adding customer related news from Google News and/or a customer rss feed (if available),
add a way to open a Composite App, in context of this customer, a way to create new documents (correspondence) for this customer.
Bookmark :
We have a home-grown crm and financial system at e-office, completely Notes-based.
Over the years a lot of time and effort is spent on this system, and rebuilding it into something new and shiny is expensive.
Hello Notes 8 / 8.5
I've developed a sidebar plugin, shown below, and wired to it from my mailfile. When i select a mail the email address of the sender is published to the plugin.
The plugin uses the mailaddress to retrieve the contactDocument from the crm system, retrieves the company- and contactkey from that document, and retrieves
other documents with that information: Current projects, open servicecalls, open opportunities, received and sent mails to this customer by other collegueas.
Clicking on a entry opens the Notes document.
Retrieving all those documents takes some time, so the plugin uses different threads to do this, so the screen can be updated when some documents (e.g. the projects docs) are retrieved.
The first thing the plugin does is retrieving basic contact information, and displays it in the upper part of the screen, so you have some basic info available, without having to wait on all other info.
With a simple drag and drop you can add a mail to a project or opportunity.
Other plans we have with this plugin, but didn't have the time yet to implement: Adding customer related news from Google News and/or a customer rss feed (if available),
add a way to open a Composite App, in context of this customer, a way to create new documents (correspondence) for this customer.
Comments
Posted by David Killingsworth At 05:18:58 On 07-04-2009 | - Website - |