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Messages - brendonhatcher

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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
Announcements / Re: Feng Office 2.0 BETA 2 has been released!
« on: October 19, 2011, 11:01:48 am »
@zarathustra.at
Thanks for the clarification.

@developers
Can you confirm this?

Thanks
Brendon

3
Announcements / Re: Feng Office 2.0 BETA 2 has been released!
« on: October 17, 2011, 06:38:05 pm »
Hi

I understand the technical reasons why 1.x to 2.x migrations or upgrades are not possible.

However, I am wondering how I'll ever make the transition.  I have many task templates, thousands of archived emails, hundreds of workspaces etc.

Do you have any advice for me?

Thanks
Brendon

4
How To's / Re: Managing group email, tweak needed
« on: September 19, 2011, 03:57:43 am »
Hi Francisco

Thanks for the response.  I am not sure it applies, as the auto-classify handles both incoming emails and replies in the same way.  Here is a bit more detail...

The auto-classify is necessary to assign the first incoming mail to the "Unprocessed" workspace.

We then move the email to "Brendon's conversations".
I reply
When the client replies, their reply goes back to "Unprocessed".
I would prefer it to stay in "Brendon's conversations".

I haven't checked what happens when conversations are threaded.

Regards
Brendon

5
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

6
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

7
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

8
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

9
Worked perfectly, thanks.

Brendon

10
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

11
How To's / Re: alternate document editor
« on: September 28, 2010, 06:01:11 am »
Hi

A case of an example that is obvious to Joomla users and not to anyone else!

What Tom means is that, in Joomla, there is a default editor, as well as third party editors which can be used instead.

The basic Joomla editor is average, and some of the "extra" editors are awesome (e.g. www.joomlacontenteditor.net)

I think the answer ito Feng, is No, there are no other editors at this time :-)

Regards
Brendon

12
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

13
The more I integrate Feng Office into my business practice, the more I realise that external email clients are not practical.

The key benefits of FO in terms of emails are:

Controlled shared access to email conversations - I can see what conversations are happening across my team, and with clients

Workspace assignment of emails and attachments - a client sends a doc as an attachment.  This automatically appears in Documents, under the relevant Workspace.

Email to task - instead of manually creating a task, I can just click a button to generate a task from an incoming email

Since these features are not native to email clients, I cannot see how integartion of external email clients will ever be possible.

I just forced all my staff to use FO email by closing down their pop accounts and moving them into FO :-)

Regards
Brendon

14
How To's / Re: Impacts of deleting an email account
« on: August 26, 2010, 05:38:11 am »
Thanks.  If I don't want to delete the emails, but want to reassign the conversations to a different email address?

For example, all emails to office@domain.com should now reflect under the support@domain.com account.  Replies should go from support@domain.com, not office@domain.com.

I am happy to edit database tables if necessary.

Alternatively, if I don't edit the existing conversations, will I still be able to see them somehow after I delete the email address?

Thanks
Brendon

15
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

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