Re: For those interested in the CRM/Entity management

["Chris Travers" <..hidden..>]

On 6/26/07, Ed W <..hidden..> wrote:

> Unrelated to the original question, but I actually have a use for more
> document handling.   In my case I need to get some signed agreements
> from each customer, which for various reasons have a bearing on their
> tax status and hence need to be easily retrieved per customer.
> Accounting system would be a great place to store them.  Usually they
> are returned electronically, but it will be no great issue to scan them
> in if not.

Understood.
> It would also be useful to be able to store that info relationally so
> that it can be searched for.  I guess it would be nice to either have a
> strong facility to add custom fields per invoice and per customer which
> the system implementor can maintain, or perhaps make it much easier to
> integrate with an external CRM such as Sugar/Tiger, etc.

I expect a lot of this to be easier in 1.3.
> I noticed there was a Sugar plugin to sync Quickbooks with Sugar and
> present views of the accounts data in Sugar.  Perhaps it would be a
> stronger route at this point to work on a Sugar plugin rather than
> (initially) trying to add more than fairly simple CRM abilities to LSMB?

Doing a plugin via something like DBI-link would certainly work.

However, personally, I don't like Sugar much.  I find the general
overall application hard to extend and I don't like the db schema
much.  I see connectors as great for stop-gap measures and for
integrating with systems already in place, but in the end, I don't
think it will stop us from adding more CRM type features.

Best Wishes,
Chris Travers