Sponsored Development: Zimbra Integration

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Revision as of 17:45, 10 September 2009 by Jmac (Talk) (Functionality)

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Project Team

Coordinator

??

Functional Specs

JCMac ??

Developers

??

Testers

JCMac ??

Sponsors

Phase1: JCMac ??

Reasoning

Adempiere "Mail client" Limitations

  • Outbound only
  • only access it from the print previewer
  • You cannot attach additional files to the message
  • Can only have 1 To recipient
  • Can only have 1 cc recipient
  • Can't have bcc recipients
  • The "history" it records not only does not include the attached document you sent, but is truncated at 2000 characters.
  • It is currently difficult to access the message history (only through the "User" window?)
  • Users will not willingly give up their favorite email client for Adempiere's current functionality

Requirements

  • Agile Development: Small Functions implemented in Short Phases
  • All changes included in Trunk and as patches to 3.4.2s
  • Proper Published Documentation on the WIKI

Phase 1: Outbound Email Client

  • Add option in User Window (Underneath Notice Type): "Outbound Mail Client"

Dropdown offers 2 options: Internal (Default), and Zimbra

  • Add external client flag Column in AD_UserMail

Functionality

Phase 1: Outbound Email Client

  • Clicking on the Send Mail button in the Print Preview of a document or Report shifts the focus to an open Zimbra session on the Send Email Screen with the PDF Report attached.
  • If auto Archiving is enabled, the system should still archive
  • The action should append a standard message in the AD_UserMail with the external mail flag column=Y. Mail Text could say "External Client called"

Phase 1.1: Outbound Email Client w/Email Address

  • Clicking on the Send Mail button in a Print Preview of a document or Report does the following:
  • Opens a select contact screen (Business Partner Info Form from View > Business Partner Info Menu would be perfect)
  • if the Send Mail comes from a Print Preview of a document with a Business Partner & Contact on it (Proposal, Order, PO, invoice, etc) Populates the Business Partner Name and Contact Name in the search fields (with the % wildcard character at the beginning)
  • The user would double click the contact or Highlight the contact and Click the Green Checkbox
  • The focus would switch to an open Zimbra session, change to the compose Email Screen with the PDF Report attached and the Contact's Email address Populated in the To field
  • If auto Archiving is enabled, the system should still archive
  • The action should append a standard message in the AD_UserMail with the external mail flag column=Y. Mail Text could say "External Client called"

Phase 2+: Ideas

  • Zimlets in Zimbra to:
    • Add a contact to Existing BP
    • Add a contact as a New BP
    • Add a contact to New Location at existing BP
    • Add a Request linked to the BP and Contact
    • Import the Header & body of an email as an Update to an existing Request
    • Address Book export from Adempiere to Zimbra - LDAP?

Link to Zimbra-Salesforce integration:[1]

Links

Original Idea on SF Forum:[2]

Another wiki page about the integration:[[3]]

Comments, ideas, Issues

  • Different user logged into the Zimbra Session than Adempiere > From address??
  • If a Zimbra session is not Open, what should happen??
  • "I think is better to have the corporative e-mails centralized and controlled from adempiere."
    • Preference would allow this. Zimbra and other collaboration software can be configured to keep copies of sent emails for audit purposes
  • "... contacts should be in adempiere otherwise you loose control of your enterprise contacts. Also, you loose the logging of the business partner contacts in email and the singular view of the relationship"
    • Again, user preference allows this to be a business policy decision. In terms of logging, above comment applies
  • Where do we Store the preference: Preferences vs. Configurator vs. User Window
    • Preferences > No: Insecure and uncontrolled
    • Configurator = No: system wide