Boru Chrome App for Vtiger Gmail Integration - Google Apps
After install, a button displays on right side of the open email in gmail
The button opens and closes sidebar app
When an email is open in Gmail, the user can open the side bar app to show VTiger info about the contact that has sent the email (based on matching the email's from address with the email field in vtiger's contact table)
On first use: login screen - user inputs their access key and VT url to connect/login. Save the info so no future logins are needed.
If the from email matches any of the contact's email addresses on the VT contact table, then load the info/tabs for that contact
1st tab in the app is the Contact Info tab. That is the only tab needed for deliverable #1.
Display contact info - hardcoded list of fields (Fname, Lname, phones, email, mailing address)
Able to click to open the vtiger contact record.
Can Edit contact info. Ideally the user is able to edit one field at a time without switching from display mode to full edit mode.
Able to easily create a contact if no match. If no match the program screen automatically switches to the contact create mode. For the organization field: needs to have the ability search for organizations (separate, linked table in Vtiger), will create new one and link if no match
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Phase 2: one click on gmail email to save the gmail email as an email in vtiger.
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Phase 3: Add more tabs to the app
Phase 3 - Add more tabs
(add and view) pending activities
(add and view) opportunities
historical activities
emails
quotes
invoices
comments
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Phase 4 Enhancements:
Mini dashboard (ProsperWorks style)
Quick add comment
Counts for each tab
