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 🙂

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

Xojo Generic Listbox Export: Tab, CSV and JSON

The following piece of code is written in the Xojo language (highly recommended by the way) and is a method that takes two Parameters, a List Object, and a Descriptive Type which is a String that can only be one of the following values:

  1. “,” – Comma, Standard Comma Separated CSV
  2. “;” – Semicolon, Alternative CSV
  3. chr(9) – Tab Character, Tab Delimited
  4. “JSON” – JSON Structure

Click Here to Download Code

GenericListBoxExport

The contents of your specified ListBox will the be output in your chosen format 🙂

Xojo Building Blocks from chol.technologyLooking 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

DataViewer 1.3.0 [Update]

This latest update to the DataViewer components for Xojo and REALStudio contains the following enhancements:

  • List View Configurations Saved on Exit
  • DB Objects Now Available from the Tab Area
  • Database Objects List, Now Double Click to Insert
  • Option to prefix Columns with Table Name
  • Option to append a Comma to the Column Names
  • User Input Prompts [[T-xxxxx]]
  • DML now Supported as well as Queries
  • Parsing of Multiple Statements with Sequential Execution
  • Multiple Small Bug Fixes

DataViewer is a small collection of components that allow a Xojo or RealStudio Developer to put a full featured SQL Query and DML tool into their own applications for a one time payment. There are no restrictions on use. The images below are from the latest version.

Click here to download the Demonstration App for Mac, Windows and Linux.

www.stevencholerton.com

 

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XojoBuildingBlocks Taking Shape

I’m gradually starting to build up the XojoBuildingBlocks resources. Suggestions, links and advice all gratefully received. So far I have built the outlines, with minimal content, for the following pages;

I’ve also had some stickers and other promotional materials created which have turned out very well, and will no doubt be of use for forthcoming events I have in mind 🙂

xojobuildingblocks

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DataViewer [Update] 1802

This latest update to the DataViewer components for Xojo and REALStudio contains the following enhancement:

  • The Database Objects Viewer window has been redesigned.

DV DBObjects 121

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Software For Sale

I’m currently changing direction with my business and moving into some different, but clearly defined areas – all will be revealed soon – although I think some of my plans have already been ‘leaked’ due to my excitement about the future and my inability to keep quiet 🙂

In fact here I go again – these are some products and areas that I will be involved with in 2014 and beyond:

Due to this change in direction I have decided to put some of my existing products up for sale – outright purchase including full Source Code, Intellectual Property, Copyright, Domains, Support etc.

All of the software is written using Xojo / Realstudio and some of the products use plugins from Monkeybread Software.

I’ve had a lot of interest in the few times I’ve mentioned this so I am in the process of putting together a sale page, which I will document here when complete.

Software Sale

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Xojo Building Blocks

Today I purchased the domain xojobuildingblocks.com. I have several products that are just about ready to be featured and a number of other ideas and resources that I want to include on this site to create a resource for Xojo Components, Modules, Frameworks etc.

There is not a lot to see yet, however that will change shortly 🙂

xojobuildingblocks.com

 

 

 

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