Re: [Evolution] Would this have side effects ?

[Ángel <angel 16bits net>]

On 2021-02-05 at 17:10 -0600, Anonymous Japhering wrote:
> Mgmt is mandating that I interface with the corporate CRM software,
> which if you are not using a browser  for
> email is a BCC to a specific email address.
>
> That means you either have to  remember to add the BCC ( and remember
> how you saved it) , or set it in the 
> composer options for every email.   Neither option by itself is very
> appealing as it means you either miss a 
> bunch  of outbound emails or you cram a lot of CRAP into the CRM.


I suspect their system is broken, but the management that came up with
that solution is probably earning many times my salary.

As I understand it, your CRM shall contain a copy of all messages sent
*to* the clients, and so you are being asked to BCC an internal CRM
address (e.g. crm example com).

If you use a separate account to with the clients (e.g. 
sales example com), then it's trivial to configure it to BCC a certain
mailbox (option 'Always blind carbon-copy to'). This is the classic
solution, where many people work from a common mailbox.

However, in the system on your company, you are apparently using your
'normal' account both for interacting with clients and for other
interactions that shouldn't go through the CRM (e.g. sharing kitten
videos as attachments with your coworkers)

This has the obvious drawback that your CRM will get the messages you
send but not the ones you receive.

You could use the same approach for this, by configuring two email
accounts (only the sending part matters, you don't need to -and
probably shouldn't- configure the inbox twice), one with the bcc mail
and one without.

However, this still requires you to choose the right sending account on
the From field (and it will probably pick automatically the wrong
account on 50% of replies, since both would have the same address
configured).
A similar approach would be to configure it to always bcc and manually
remove it when unneeded (less typing, but needed on 80% of your
emails).

In order to automatically bcc crm example com on certain messages only
(e.g. only those not to @example.com), the approach I would follow is
to configure the account to send with sendmail, but with the option
'Use custom binary, instead of sendmail'.
Then you point it to a script which evaluates the recipients (which is
quite easy, as they are all individual parameters) and, depending
whether all recipients match your whitelist or not, exec
 sendmail "$@"
or
 sendmail "$@" crm example com


Best regards