Business Processes
OPENSUITE™ is distributed with a number of sustainable packaged Business Processes, which are based on, and represent, logical flows of user actions based on proven best practices. Business Processes consist of reusable Process Functions combined to create cross-application workflows that allow users to easily navigate between open source applications, as well as add new functions and productivity improvements to supported applications.
Using best-of-breed open source applications, the first Business Process allows users to manage email and documents that require association to an Account within the Customer Relationship Management system. Clients can easily integrate CRM, Document Management and Messaging to create suite-like behavior across these independently developed applications.
Email Processing in CRM
OPENSUITE™ Supported Applications:
Version 0.5 Features:
Using best-of-breed open source applications, the first Business Process allows users to manage email and documents that require association to an Account within the Customer Relationship Management system. Clients can easily integrate CRM, Document Management and Messaging to create suite-like behavior across these independently developed applications.
Email Processing in CRM
OPENSUITE™ Supported Applications:
- Zimbra
- Centric CRM
- KnowledgeTree
Version 0.5 Features:
- Context sensitive intra-session navigation between supported applications
- Send & Save outbound email recording sent email in CRM
- Find a contact in CRM based on the contact’s email address
- Get all new messages from a specified folder on Zimbra server
- Get/Set/Remove Zimbra tags from/to specified emails
- Save attachments in an enterprise document management system associated with an account within CRM
- Get a CRM Account related to a specified CRM Contact
- Upload files into the specified folder in Documents
- Move emails to the specified Folder on Zimbra Server