Free, open source customer relationship management platform built in Ruby on Rails. Share your input!
- List all contacts created between July 2010 and November 2011 that are male, under 40 and have no account associated with them
- List all all accounts that are tagged as "edu", have an "edu type" of "secondary school", order results by most recently updated
- You can create very powerful filters on any field and through to the fields on associated records (e.g. show contacts that were created this week AND that are associated with an account that has a name containing "Goldman")
- You can save advanced searches as named "lists" so you can easily get back to them later.
- Users can view lists of results in a table format with configurable columns
- When users save a "list" the save includes their various view preferences
- improvements to the UI design for the admin screens are still under discussion
- A few bugs may yet be lurking so additional QA testing and bug reporting is appreciated
- We need to write up how this feature works and/or provide a screen cast
- Instead of horizontal buttons I suggest to show the sidebar and create a menu widget. We can use slightly different colors/shapes to distinguish the menu widget from static "Recent Items" panel.
- There is no explicit notion or extra step of creating a Field Group. User is entirely focused on creating custom field and nothing else distracts her from this goal.
- Within [Create Custom Field] form user can a) create or select a group (which is required) and b) create a select group tag (optional). Implementation might be a bit tricky since we want to reload available tags when selecting a group, but I think it's doable.
- Going forward I think it makes sense to use autocomplete control instead of standard dropdown for "create or select" fields. As I recall there is a fork that does that for Account field in [Create Contact].
- Listing custom fields is pretty much self-explanatory. There are edit/delete controls shown on mouseover for individual fields and groups. Editing a group invokes a short form with two fields: Group and Group Tag.
- Expanding/collapsing groups (i.e. clicking on [-] or [+] icon next to group name) is nice to have but not required.
Is there any way to add files/attachment support on leads/contacts?
Many leads has RFP, NDA docs which better store with leads.
Alos, how it handles emails with attachments?
I'm installing fat free crm on our centos 5 server at the moment and the yum command to install dependencies works great but when I run "bundle install --without heroku" and I get back: "-bash: bundle: command not found". I am not a Ruby dev and I just can't get any further. It also balks when I try "rake db:create" with the message:
"# rake db:create --trace
no such file to load -- bundler/setup
The installation documentation seems a little sparse. Not a criticism as such it's just I am guessing you are aiming at other people who are more familiar with Installing Ruby apps than I am.
Please any tips would be great as I am really impressed with FFCRM.
:server : "IMAP.mysite.com" # IMAP server name.
:port : "993" # IMAP server port number.
:ssl : "" # True for secure IMAP connection, false othewise.
:address : "email@example.com" # Dropbox email address.
:user : "firstname.lastname@example.org" # User to login to the IMAP server.
:password : "password" # Password to login to the IMAP server.
:scan_folder : "inbox" # Folder to scan for dropbox messages.
:attach_to_account : "" # Attach emails to contact's account, if any.
after running the rake ffcrm:dropbox:setup command I am getting the belwo error
OpenSSL::SSL::SSLError: hostname does not match the server certificate
I have tried to change the Actionmailer settings with
<code>:openssl_verify_mode =>'none'</code>but still no luck, I am not getting what exact settings I am missing,
But when I tried to use the gmail imap settings it worked properly. But I can not use gmail because they block the emails generating from other sources.
Any help will be a great relief
Customer support service by UserEcho