Syncing Your Email to Your CRM

A recent chat with a customer reminded me that there are still many companies out there running their own in-house CRM, or similar, and facing the very real problem that their email is received and stored separately to the rest of their customer information, which is accessible in their CRM.

A product of mine from ‘back in the day’, ContaxCRM, solved this problem with email sent and received being synced into the CRM, against the correct Customer / Supplier / Prospect – and it did this on both Windows and macOS.

In this post I am demonstrating part of this solution for macOS only, using Apple Mail.  Of course this can easily be modified and extended to work with other email packages should you wish to do so.  This post basically covers how to extract the received emails and store them in such a fashion that your CRM can read, parse and save this information to the CRM database the next time the CRM is launched.

The first thing to do is to install the Apple Script that does all of the heavy lifting.  You can see the Script below, and Download it from here.

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This script needs to be stored in the appropriate location on your Mac.  You can see the location in the image below, generally ~/Library/Application Scripts/com.apple.mail/

capture2The second step is to open your Apple Mail Preferences and navigate to the Rules Tab.  From here you need to setup a new rule to execute the script whenever a new email is received.  See the image above.

That’s it !  A text file will be created (if necessary) and appended to with the full contents of every email received.  You can setup the Name and Path for the text file from within the Apple Script.

Parsing the text file, extracting the email address of the sender and saving this to your CRM is straightforward but will differ depending on your application, development software and requirements.

Hopefully this will be of use to someone out there 🙂

Looking for an App creating for your Windows or Mac Computer? What about an App for your iOS or Android Tablet or Phone, or A Web App? Bespoke, Custom, High Quality Applications. Contact Us

Software Cannot Grow Old Gracefully !

As the title says: ‘Software Cannot Grow Old Gracefully‘. It is with this in mind that I am no longer selling or further developing any of the following products:

  • ContaxCRM
  • macVCR
  • MonitorMyMac
  • R10BatchMail
  • SMSRelaySuite

Custom or bespoke versions as well as joint venture editions will continue to be supported for the foreseeable future. I’ll be sad to see them go, macVCR was the first application I ever wrote for Mac OSX back in 2007 and here we are 9 years later … still, everything comes to an end.  RIP.

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If you have any questions or if you are interested in acquiring source code etc. then please click here to email me, or contact me via telephone: +44 1773 252 007

Note: The source code is written in Xojo and in some cases uses plugins from Monkeybread Software.

A Couple of Free Books :-)

I have the following eBooks that I have written which are available for Free download.

  • Securing the Network: An eBook on Corporate Security Issues for the Non Technical (40 Pages)
  • Oracle Database 10g Exam Cram (70 Pages)

Please confirm your Name and Email Address, and select the book you would like from the dropdown menu, and your book will be with you shortly.

You can also access these books from the Free eBooks Page.

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ContaxCRM: Now Free of Charge !  

Happy New Year ! This is my first post of 2015, a year in which I intend to focus and streamline my business with a discipline that I have been previously lacking !

I have a lot to tell you about, and I will cover this in far more detail later, but for now just a quick note to say that ContaxCRM, for Mac and Windows, is now available free of charge. No strings.

Of course if you require additional services such as training or software changes then these will be quoted and charged appropriately. The software however is now free to use, although I still of course retain the Copyright.

Until I get the website updated you can get a free license from me directly by emailing me at scholerton@gmail.com

Best Wishes – Steve

Export data from your CRM with oneSql

I’ve uploaded another movie to our YouTube page today. This one shows an example of how to use oneSql to export contacts from your CRM system.

I have also been testing Mac OSX Yosemite Beta on one of my development computers. Here is a picture of oneSql running on Yosemite. Note the new native  control designs and colours. I think I like it 🙂

onesql yosemite beta sql query toolThat’s all for now 🙂

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New CRM Software: Video Preview

A new video has just been uploaded to YouTube. This video demonstrates how simple and straightforward it is to insert and print a Sales Invoice using blackdogCRM, currently in Beta. (There is only so many hours in the day!) 🙂

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blackdogCRM: New Movie

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This new movie available to view below, or via my YouTube account, shows you just how simple it is to upgrade from a single user edition of blackdogCRM to a multi-user MySQL Server edition using our upgrade tool. A four step process that does all the heavy lifting including populating the server database with all the data from the existing single user SQLite database.

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