Topics

1

Feng Office 2 / Migration from 1.7.x

« on: October 23, 2011, 02:45:46 pm »

Hi

Can anyone comment on the likelihood that there will be a migration process from the 1.7 series to 2.0 series once 2.0 comes out of beta.

I have at least 100 task templates with lots of detail in them, thosands of archived emails, 1000 documents etc.  Would hate to have to move this stuff manually.

Thanks
Brendon

2

How To's / Managing group email, tweak needed

« on: September 15, 2011, 05:24:00 am »

Hi

We pool all incoming email to support@company.com

1 person processes the email as follows:

1. Delete spam
2. Find new support requests and turn them into tasks
3. Find responses to ongoing support requests and flag them for the appropriate user

1 and 2 are working well.

For item 3, we made a new workspace called Brendon's ongoing conversations.
We drag the email to that folder to classify it.

HOWEVER

The original email was auto-assigned to the Support Pending workspace (option in email control panel). 

This means that the ongoing conversation which was reclassified to my workspace ends up back in Support Pending as the conversation progresses.

I want the incoming first email to be classified to Support Pending and for further emails in the conversation thread to remain where they have been reclassified to.

Any suggestions?

Any alternative approaches?

Thanks
Brendon

3

How To's / Deleting email accounts - implications?

« on: July 06, 2011, 04:51:40 am »

Hi

I have an email account set up in Feng, and I want to delete it.

Currently there is email incoming and outgoing from that address.

Q1: If I delete the account, what happens to existing mail that has been received?

Q2: What happens when I reply to the incoming email - which email address will be used as my sender email address?

Thanks
Brendon

4

How To's / Multiple viewers of single email inbox - messages marked as unread

« on: July 05, 2011, 03:50:17 pm »

Hi

We have several support staff who monitor a single inbox (support@domain.com).

Each user who opens an email then sees it as having been read.
However, other users still see the email as unread.

They then end up duplicating effort by all reading the same emails.

1. Can anyone confirm that their FO installation behaves in the same way?

2. Can anyone suggest a solution? Ideally, read emails should appear that way for all users.

They can't all login as the same user, as each has tasks assigned to their username.

Thanks
Brendon

5

Community Contributions / help to scope: Email screen to show emails converted to tasks

« on: January 17, 2011, 10:24:00 am »

Hi

We use the "create a task from this email" functionality.  This takes an email and turns it into a classified, assigned, prioritised task - really useful in a support environment.

However, the process is not sufficiently user-friendly.  I propose the following changes.

please let me know:
If you have comments, suggestions or coding pointers
If you can assist with coding
If you can tell me how to make the changes in a way that they can be incorporated into the next version

Change 1: Make it quicker to use the function

On the email list screen, in the actions column, add a new button (next to the reply and forward buttons).  This button triggers "create task from this email".

Change 2: Identify emails already linked to a task, so that we can see which emails need "tasking".

The button added in Change 1 now has two purposes.  If no task is linked to the email, use functionality from change 1.  If there is already a task, use a slightly different button (e.g. has a green tick).  Clicking on the link takes one to the task.

Change 3: Filter emails with no tasks/with tasks

On the email filter toolbar, add another filter that has a drop down for Emails linked to tasks, Emails not linked to tasks

Change 4: After using "create task...", go directly to the task so that you can deal with it.

Regards
Brendon

6

How To's / Workflow - tracking which tasks have been invoiced

« on: September 28, 2010, 06:54:56 am »

Hi

We have a complex but fairly common situation...

We use Feng Office to track tasks.
Some are billable - e.g. client projects
Some are not billable - e.g. internal work and client support

Billable tasks need to be selectable so that the finance person can invoice once they are complete.
Invoicing happens on an ad hoc basis throughout the month, with a big push at the end of the month :-)

I alreadu have a custom property to separate billable from non-billable tasks.
However, I cannot think of a simple way to track which tasks have already been invoiced for, and which not.

This is giving me sleepless nights thinking about the client work we do which simply never gets paid for.

Given the number of tasks the finance person has to process, I need a really simple way for them to mark off invoiced tasks.

Any ideas?

Thanks
Brendon

7

Feature requests / [URGENT] Better facility for multiple email addresses

« on: August 29, 2010, 10:44:29 am »

Hi

Within Feng Office, I have several email accounts - each user, as well as some generics - sales@, support@, accounts@ etc.

I was hoping to be able to assign default email addresses to specific workspaces - so, for example, all emails sent from the Sales workspace are sent be default from sales@domain.com.  It looks like this is impossible, with the default account applying to all workspaces.

So, my next best option is, when sending each email, to click "from" and adjust the outgoing email address.  However, the "from" option is collapsed by default.  This means that my staff frequently forget to change the outgoing email address.

This is a HUGE problem.  They are monitoring the inbox for a specific account, but the reply is going to the default mail account instead.  When they have the email account filter active, they will never see the reply.

Can anyone suggest a suitable workaround?  Even something as simple as making "from" expanded by default would be great (I can hack, but not program, so code examples would be useful).

Thanks
Brendon

8

How To's / Impacts of deleting an email account

« on: August 23, 2010, 07:08:59 am »

Hi

I had a test email account set up whilst I was learning Feng.  I then created a wide range of email accounts for actual use.  However, some conversations are still using the obsolete email address.

I want to delete the account, but am unsure of the implications for the previous emails to and from that account, as well as ongoing conversations.

Any advice?

Thanks
Brendon

9

How To's / confused about spam filtering

« on: July 12, 2010, 12:23:21 pm »

Hi

I have spamassassin active on my hosting account.
Spam emails are getting a score.
The email message subject is being tagged with **Spam**

In Feng, the emails still end up in my inbox, instead of getting sent to Junk.
I am using FengOffice 1.7.

Am I missing something?

Thanks
Brendon

10

Feature requests / Email sender issue

« on: July 07, 2010, 01:38:54 am »

Hi

I have added several email addresses to Feng.  I am using personal addresses for internal communications between staff (person@company.co.za) and role-based addresses for interactions with clients (sales@company.co.za).

When Dave replies to an email sent to sales, then the reply is correctly sent from sales.

However, if Dave is in the Sales workspace, and starts a new email, then the email goes from Dave.  This means that our conversation tracking goes wrong.  Even worse, all sales people have access to sales@, but only Dave has access to his email.  None of the team can see the conversations accidentally started by a sales staff member using their personal email address.

I know that you can change the sender, but you have to remember to make the option visible, and then to select the correct outgoing address.

You can already auto-classify, so that emails to sales@ go into the sales workspace.  Ideally I want that to also affect the default email address for each workspace.

Any suggestions?

11

How To's / [Solved] Adding SSL to Feng Office

« on: June 04, 2010, 10:28:51 am »

Hi

I want to start putting sensitive data on a client's Feng Office installation.
I decided to use SSL to protect the data stream.

This is what I did:

1. Moved the hosting account to a dedicated IP on my VPS

2. In WHM, generated and installed a self-signed certificate

3. Edited the 'ROOT_URL' variable in /config/config.php

Changed: define('ROOT_URL', 'http://domain.com');
To: Changed: define('ROOT_URL', 'https://domain.com');

4. Added a redirect in .htaccess to prevent "accidental" browsing to the unsecured url

RewriteEngine On
RewriteCond %{SERVER_PORT} 80
RewriteRule ^(.*)$ https://domain.com/$1 [R,L]

System appears to be working OK.

The first visit triggers  security warning due to the self-signed nature of the SSL certificate, but the site is only used internally, so this won't be an issue.

Does anyone have any comments on this approach?
Anyone else done the same?

If no-one posts any issues, and I don't find any, we can add this to the Wiki.

I'll post a confirmation that everything is working in a few days.

--Update--

It appears that the cron job for mail and notification processing stops working.
I changed the cron entry using details on the wiki to:

include - -no-check-certificate
change http:// to https://

Regards
Brendon

12

Feature requests / Workspace data always available

« on: June 04, 2010, 07:43:38 am »

Hi

In my workspace description and custom attributes I define a lot of data - for example, whether the web development project is hosted on our server.

This data provides an essential context for email interactions with the client, tasks, etc.  

I need a module that sits where the "help/intro to Feng" window is on default installations.  
It is visible across email, tasks, docs etc.
It shows all workspace fields and custom attributes

If you think that you would also find this useful, please say so below, with refinements, if any.

[DEVS] Can you suggest how I build this?  If it is seriously complex, where do I request this feature for payment?

Thanks
Brendon

13

Older versions / Error 500 checking emails

« on: May 28, 2010, 06:18:26 am »

Hi

If I press the button "Check mails" to manually download new emails into Feng, I get "Error 500: Internal Server Error".

I then did a detailed check of my server logs, and can find no mention of the error in Apache, exim, mod_security etc.

Any ideas?

Thanks
Brendon

14

How To's / Associating contact with workspace - why?

« on: March 30, 2010, 02:22:07 am »

Hi

I create a new contact in a specific workspace.
For me, this seems sufficient to associate a specific contact with a specific project/company.

However, I see that when creating a workspace, you can select Contacts to be associated with the workspace.

Are there benefits/implications to doing this?

Regards
Brendon

15

How To's / Benefits of "Company"

« on: March 30, 2010, 02:02:43 am »

Hi

I am looking at ways to streamline our use of Feng Office.
We work mainly with SME clients.
Each client usually has 1 contact person that we deal with.

Can we skip adding a Company and then adding the single contact to that company, or are there places where the Company classification is important? I am thinking of subscriptions, access control, reporting etc.

I can't think of any complications, but though I should ask.

Thanks
Brendon