How can I link poweremail with CRM?

Asked by Carlos Liebana on 2009-12-15

I receive the mail in Poweremail and I would like to create the proper case each time. I think there are two ways of doing this:

1) Server action --> Case is automatically generated (good if each account has got its own cases)
2) Button to link to CRM --> Case is manually generated.

Any comment on this before we start the development is welcomed! Is this something interesting for the project?

Question information

Language:
English Edit question
Status:
Answered
For:
Power Email Edit question
Assignee:
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Last query:
2009-12-15
Last reply:
2010-01-22

it is interesting feature, since you can receive on inbox, e-mails related to customers or contacts registered in openerp, but sometimes is not necesary a case but just an email you have to answer.

There is customers that doesn't need using CRM functionality but it's enough for them having an email interaction history with customers or their contacts. So i think there should be 2 different cases: Creating a new case or just attaching e-mail on customer's history page.

For me would be correct receiving all e-mails on inbox. If e-mail sender exists on Customers or Contacts, it should be marked somehow. Maybe using colors. If e-mail is unknown maybe is spam or maybe is a new opportunity or a new e-mail account never used for a contact or customer... we don't know...

So once you receive the e-mail and it's identified, it should exist an action to create CRM case by hand or simply attach the e-mail to customer History. Sending replay would be the same. You could include as history on CRM case or attach to customer history. That's all...

Thank you very much:

Ana

Hi,

This is a very good feature and infact one of the most sought after. But just a few suggestions.

The original idea (still the same) of poweremail is that it should function with open object (The bare-model of open erp with base module only). Which is why it has no dependent modules but supports every module.

I think the feature to automatically generate records should also be similarly generic.

For example:
You could use real expressions to identify the various field values for the record.

So, it should be something like certain rules, where mails in specified accounts go through in an order.
The first satisifed rule (or even all satisfied rules as an option) will be executed.
It should be the property of the rule to create records.

Please improve this idea. The blueprint just created for this is here:https://blueprints.launchpad.net/poweremail/+spec/process-emails

Please contribute to it

tchiboo (tchiboo) said : #3

Hi there,

I think two things would be suitable :

- If sender known > link in partner history (otherwisth a button to create the partner)
- a button to generate a CRM case from the email. (I think a CRM case is not really necessary in each cases.

Bye

That sounds really good!

Can you help with this problem?

Provide an answer of your own, or ask Carlos Liebana for more information if necessary.

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