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Author Topic: Saving emails in CiviCRM  (Read 1542 times)

YMNathaniel

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Saving emails in CiviCRM
November 22, 2008, 09:14:59 pm
I'm new here so forgive me if this is elementary...! ;)

My organization will spend a lot of time emailing participants in a mentorship program. I'd like to make it easy to save these email conversations in CiviCRM for quick future reference and tracking.

In the past I've used Salesforce which had a feature that made this incredibly easy. On every email you send, you simply BCC a unique Salesforce email address. Salesforce then takes the email, looks who it was sent to, and automatically attaches it to the contact with the matching email address (or if it can't figure it out, leaves it as an open activity for the next time you log in).

Is there anything similiar in CiviCRM? What is the easiest way to log emails into CiviCRM? I'm looking for something quick and easy (not the manual copy & paste) so that my staff won't have to waste time with data entry.

Thanks!!

Nathaniel

Donald Lobo

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Re: Saving emails in CiviCRM
November 23, 2008, 06:28:22 am

You should check the script bin/Email2Activity.php and tailor it for your needs. In that script, an email is attached to all the folks (as an activity record) who are from/to/cc'ed on that email.

That script is pretty simple and reads from a mail directory. You can extend the script to read from an mbox/imap/pop account. You can check CiviMailProcessor.php for an example

If this is beyond your technical knowledge, you might want to consider hiring someone from http://civicrm.org/professional/

lobo
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YMNathaniel

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Re: Saving emails in CiviCRM
December 05, 2008, 05:43:52 pm
Incredible. Thanks!!

YMNathaniel

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Re: Saving emails in CiviCRM
December 15, 2008, 06:28:51 am
Has anybody set this up in the past? We're in a little over our heads and would love to see an example of this being used.

Thanks,
Nathaniel
Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Saving emails in CiviCRM

This forum was archived on 2017-11-26.