Jump to content

Interaction with MS Outlook on Windows


This topic is 2730 days old. Please don't post here. Open a new topic instead.

Recommended Posts

Hello

I have a FileMaker customer who currently uses ACT for their CRM on Windows. They have a plugin for Outlook on Windows that automatically detects any emails that are sent to or from any of their ACT contacts and makes an entry in ACT to record that email.

The customer would like something similar for the new CRM we are creating for them in FileMaker so that emails they send or receive are automatically recorded in FileMaker without them having to manually record it.

Does anyone know of any Outlook plugin or other technique that could be used to trigger a script in FileMaker to record the email there if an email address used in Outlook matches one stored in FileMaker?

They want to continue using Outlook, so I cannot suggest to them using FileMaker as their email client.

Link to comment
Share on other sites

Two options:

- a FM plugin like the Outlook Manipulator to check the Outlook mailbox periodically (may interfere with the user's experience unless you can do it server-side)

- an Outlook add-in (custom built) that does the same and communicates directly with the FM file on the server (bypassing the FM on the client so that it works even if the solution is not open on the client).  I've done a few of those outlook add-ins.  Downside is that the logic/code base is not in FM so not easy to maintain for a FM dev

Link to comment
Share on other sites

This topic is 2730 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.