crm_email

IMAP email plugin for Fat Free CRM

Ruby

CrmEmail

This is an IMAP email plugin for Fat Free CRM (FFC). Inbound and out bound email processing seem to work. I will continue testing.

It uses the concept of drop box for integrating email with FFC. While sending email to a contact, the user will bcc to the dropbox address. The user will forward any email received from contacts to the dropbox address.

Setup

Install this gem for scheduling
gem install rufus-scheduler
Create settings.yml from the sample settings.yml.sample in the config dir and edit according to your needs
:mode - Set to prod
:server - imap server URL
:port - imap port number
:ssl - Set to true or false
:user - Imap login ID
:password - imap login password
:folder - Folder to be accessed. Typically it’s inbox
:move_folder - Folder where email should be moved after processing. if you want email to be deleted after processing do not provide any folder name
:schedule - Schedule for running background email task. For example ‘2h’ for running every 2 hours or ‘0 22 * * 1-5’ for every day of the week at 10 PM
:create_contact - if set to true contact will be created if the contact lookup based on email fails for inbound and out bound emails
:admin_port - Ignore this
Run this rake task to load the settings data for this plugin
rake crm_email:settings:load
To update settings data any time, edit settings.yml and run the following rake task
rake crm_email:settings:reload
Run the the generator from fat_free_crm project root as follows. This will create the db migration file for this plugin in the FFC db/migrate directory
ruby script/generate crm_email
Create crm_email related db schema by running
rake db:migrate

Usage

For outbound email, when sending email to your contact from your email client bcc to the dropbox address
For inbound email from your contact, forward received email to the dropbox address

Note

You can can communicate through Fat Free CRM google groups or by sending me email ([email protected])