Email Journaling

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Email Journaling

Post by curiouscio » 07 Feb 2018, 04:17

Hello all. I am new here but have played around with OpenCATS on and off for years. This time I am seriously looking at implementing OpenCATS but I have one major drawback. I do not see any email journaling capability. Has anyone come up with a solution that automatically logs notes in OpenCATS when emails are received and/or sent from Outlook or another email client. Thanks.

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Re: Email Journaling

Post by RussH » 19 Feb 2018, 13:00

Hi there.

There are two options here. One is a patch from @dveos to record any emails sent to candidates from the opencats system itself. The second is an aborted attempt to parse an imap folder for candidate / client names and then update the associated activity record for them. This does not work currently, although there is code there that can be tested / amended etc

It worked on a test instance but never worked in live. Have never had time to revisit it!

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