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10.4: Create a simple CRM with bundled Apple apps System 10.4
Tiger only hintiCal, Mail, and Address Book have become much more integrated in Tiger than they were in Panther. It has even become possible to make a very simple Customer or Contact Relationship Management system using just these three apps.

On this Mac OS X Tutorial page, I've explained how this works. It's not meant as a replacement for Daylite or another heavy-use CRM program, but for an individual user, I think this goes a long way...
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10.4: Create a simple CRM with bundled Apple apps | 5 comments | Create New Account
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10.4: Create a simple CRM with bundled Apple apps
Authored by: zmagyar on Jun 17, '05 11:18:10AM

I went a different way, and for me the most valuable thing was to link a mail to an event. So I created an applescript which does this. Unfortunatelly the "mailbox" property of the mail message in Tiger is broken. As long as this is not fixed there is no way (AFAIK) to uniquely identify a single message. If somebody knows how to do it, or is interested in the script no matter, feel free to say/ask...



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10.4: Create a simple CRM with bundled Apple apps
Authored by: joshuajestelle on Jun 17, '05 01:15:17PM

Another application that might be worth adding to your solution is iBiz, by IGG Software. Its a nice app for tracking the time you spend on various projects, billing, invoices, and other such things.

Best,
Josh



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10.4: Create a simple CRM with bundled Apple apps
Authored by: ld on Jun 17, '05 08:21:48PM

The following paragraph needs more attention - i.e., needs to be clearer in a step by step way.

In iCal you can set your first call as an event, with an alarm trigger. The call has resulted in your candidate-customer wanting more information sent to him by e-mail. For this task, you will create a To Do. Because you will want to follow up the results of your action, you will set an alarm at the time and day you want to e-mail him back to inform about his feedback. To set an alarm, first check the Due Date checkbox. For the alarm, you can set an audible alert, or even an e-mail being sent to your potential customer automatically.

---
regards,
LD



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10.4: Create a simple CRM with bundled Apple apps
Authored by: Brad Puett on Feb 08, '06 01:41:48PM

Does anyone know where to find the Mac OS X Tutorial page mentioned in the main entry? It seems to have disappeared :^(



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10.4: Create a simple CRM with bundled Apple apps
Authored by: tazz_ben on Jan 04, '07 10:48:42AM
Why don't you use an actual CRM instead trying to fake it. Just use heap

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