Magic Cipher Video: Text / Email Encryption

http://www.magiccipher.com

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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.

capture1

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 🙂

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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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Some Book Feedback

I received this feedback via email this morning, it's a great way to start a Monday morning 🙂

John had downloaded my free Computer and Network Security eBook last week. This is what he had to say:

Steve,

I wanted to let you know, really enjoyed reading Securing The Network.pdf [it] was well written and very authoritative. A great reference book, thanks again for making it available. Sincerely

John

Thanks John - glad you enjoyed it 🙂