Following our company processes, our database has to send an email to a manager requesting for approval for some document record changes.
I was wondering if it was possible for the manager to reply to the server with an email containing "Yes" or "Approved" with the document# and have it update the document record accordingly. Right now, the manager has to send the QA dept the approval email, and they have to update the document record manually.
I have looked at SQL Mail, but it seems to be a bad way to go according to a lot of places.
We use Exchange 2010 and SQL Server 2008
Thanks!
Do you have IIS installed in your environment? If so, you can redirect the user from Mail (Outlook) to a service page to update the document approval flag.
If so, create a ASP or ASPX page that takes two query parameters. A document id and a approval notice.
Put two links in the email for the manager to click. You will have to send the email from SQL server with a HTML body. Enclosed are sample links for document 123.
Approve Change
Reject Change
Check out www3schools link below for details query string.
http://www.w3schools.com/asp/coll_querystring.asp
Check out the link below for details on working with databases.
http://blogs.msdn.com/b/morebits/archive/2010/09/26/working-with-data-beginners-guide-to-database-in-asp-net-web-pages-part-1.aspx
As an added feature, you might want to record the Active Directory (Windows Login) of who approved or rejected the document. That way, someone can not approve the document themselves. A date/time might be also handy.
This is one of many solutions you can use.
Related
I am looking for some guidance regarding SharePoint 2010 lists.
Scenario:
Let's say this is List-A having details of user profile.
Let's say it is List-B which has some other data and I have one column having user email address, in this list on form load event when user login it just fetch user email address. In this list I have to introduce one column that wil bring details from user profile list on the basis of email address. If email address doesn't exist in List-A then column will remain blank otherwise it will show user required text in the same column.
I hope that I have given enough details what I required.
Any idea would be great.
Furthermore, I don't have visual studio installed that's why I cannot do programing therefore any other workaround idea would be great.
Thanks in advance.
Use the SPServices Library based on Jquery. You can do this on client side by editing the form in SharePoint Designer.
Look at this function SPCascadeDropdowns()
http://spservices.codeplex.com/wikipage?title=%24().SPServices.SPCascadeDropdowns
Our company would like to share our contact list in Outlook 2010. However, as we do not have Exchange, we cannot use the share contact feature in Outlook 2010.
We would like to use LDAP to share our contact list as stated in this website:
https://kb.wisc.edu/wiscmail/page.php?id=13789
As far as I know, if I add a new contact in Outlook, LDAP would not sync with it and thus I need to edit it on web. But, may I know if Outlook could get the latest contact list on LDAP server after I amend the list?
Or is there any other good suggestion for share contact list in Outlook 2010?
Thanks for any advice!
To answer your question, yes, Outlook can retrieve an up-to-date user list from your Active Directory server, but it will not happen immediately after you add\delete a user, and it's only a one way sync from Active Directory -> Outlook. An update is triggered every 24 hours (by default), in which the contact list would be synced with the users existing under the Search Base you specified in Step #10 (of the link you provided).
That being said, for contacts you wish to share, you should just be adding them as users to Active Directory, instead of adding them directly to your contact list in Outlook. You'll experience the noted latency in seeing newly added users (same goes for users that you delete as well), but it's nice only having to add them in one place, and they can then be shared amongst all of your users.
You can keep your contacts in Microsoft Outlook or Outlook Express with the addind, from your LDAP server with
https://github.com/fquiroz01/LDAPSyncOutlook/
Install the App in the computer with Microsoft Outlook or Windows Mail the App keep contacts sync with the LDAP server and mail client contacts.
This may not be possible but just wanted to see if anyone could point me in the right direction.
I am building a system that needs to store all corespondence between the company and each client.
Is it possible to forward an email from outlook to a certain email address that will then store this email in an SQL server.
Thanks for any help.
You can try this Outlook Add-on: www.geniusconnect.com
Link Sent Items Outlook Folder to your table and check "Auto Save" option. This will save sent items automatically to DB.
You could write an outlook add-on using .NET that inserts the contents of the e-mail into a SQL Server table and the sender information.
Try looking at it the other way around. Build your email in the database first, then have a separate process actually send out the emails. After every successful send, you mark database email record as "sent".
I recommend an asynchronous approach. As emails are to be sent, they are generated and stored in an EmailQueue table. Another process monitors the EmailQueue table and sends out the emails as it discovers them. This way any delay with the actual sending of email will not interfere with the process that is generating the emails to be sent.
I have a client who wants his custom-written CRM to be able to access his sales people's emails so that, effectively, a history of email conversations between customer and salesperson is stored inside the CRM's database.
The CRM is written in Visual Basic 2008 and the database is SQL Server 2008. The only email these people use, in the shop and on the road, is Gmail. Each sales person has their own Gmail address. That's how they operate.
If they're on the road and respond to a customer's email inquiry about a product, they would like that email conversation to be stored in a table in the database. I think that's the part I can't wrap my head around. How do I get access to the email data (knowing the user id and password) and doing so from Visual Basic 2008?
A free or close to free solution would be preferred.
One thing that we have done in the past is create a separate email account and just have the users to BCC this email address, for example, crm#somewhere.com. We then have a small application, on the server, that polls email from this central mailbox and automatically attaches it to the entity based on the recipients email address.
We also allow the user to add some commands at the bottom of the email, for attaching to things like work orders and/or bills, for example, wo 1000 (for a work order 1000) or b 1000 (for bill 1000).
Just another idea.
How have people intergrated custom CRM type applications with email?
I have a Access 2003 front-end application with a SQL Server 2005 backend. One CRM
part of the application tracks the activity with the customer in a traffic
log table. Sometimes the salesstaff has communication with their customer
using email instead. What do people do to synch this up with an application?
I was thinking about creating a form to enter the initial message, so I
could save it into a table and then have the system generate a email, of
course, this doesn't handle the email communication after the initial email.
Thanks
What you need to do is setup your domain name with a free google apps account. Your sales staff can still use the clients of their choice, but since they are essentially using custom gmail accounts, every single email that they send and receive will be recorded in a nice and neat transactional format in the gmail interface. Since your sales staff is always online, they will always have access to every message they ever sent. If you want to have access to the emails, you can set it up that every single message that gets sent are automatically blind forwarded to your account. Filters can be set up to automatically tag and archive them, so you will not be overwhelmed, but you will still be able to search them. Google Apps will also give you a central contact directory similar to outlook/exchange.
Here are a few options for you:
Use web forms for all communications. When a message is sent out, the only thing it includes is a link back to the site. Responses are sent the same way.
Setup an email alias that your sales staff Cc's when they want their correspondence to be tracked. Your app would periodically read a POP mailbox, and record the traffic. Customers would have to remember to Cc the same email box for the traffic to be remembered.
Establish a single common email box, such as sales#domain.com. All outgoing mail is marked as being from that account, so all replies will go through it. To send mail, sales staff uses a web form. Messages are tagged with a key that associates them with a particular customer. Putting the key in the subject header usually works OK (that's how many support ticket management systems work, for example). Replies from customers keep the tag. Your app then reads an associated POP mailbox, parses out the keys, and stores the email accordingly.