Re: [Evolution] CRM?



what's a CRM?

Jeff

On Mon, 2003-11-10 at 09:42, Ian Duff wrote:
I'm trying to migrate to Linux (RH9) from Windoze/Outhouse, and have
been mostly successful, with one exception. Outhouse has the ability to
coordinate calendar, task and contacts, as well as capture activities
specific to a contact in that contact's record. These two things
allow(ed!) me to use Outhouse as a CRM platform, without going to the
hassle of using both a PIM, like Outhouse, and a CRM like Act! or
Goldmine.

I'm trying to figure out how I can do the same thing in Evolution, or if
I can't, is there anther PIM/CRM platform that I can use on my RH9
laptop that would allow me to do so?

Specifically what I'd like to do is relate discrete activities, like
calendar events, tasks, or emails, to a contact, within their contact
record. This will do two things for me. It will allow me to sound
somewhat intelligent when they phone me, and I can see what our
interaction history has been. In addition, it will allow me to create
ticklers (like either calendar or task events) from within their contact
record.

TIA,
-Ian Duff.


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-- 
Jeffrey Stedfast
Evolution Hacker - Ximian, Inc.
fejj ximian com  - www.ximian.com




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