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Thread: Customize 'Quick Create Lead' from Email

  1. #1
    Morkeleb is offline Sugar Community Member
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    Aug 2006
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    Default Customize 'Quick Create Lead' from Email

    I've searched now for awhile and don't believe that I've found exactly what I'm looking for. I'm a medium level php/mysql programmer, but have been working on the actual content of the sugar database for the last four months and made it into a Driver Recruiting Database, but at the last minute, they tell me that they want the incoming emails to populate more than the First and Last Name and Email address.

    I know that this should be basically straight forward, but, I can't seem to pin down what I need to modify. How do I add more fields to 'parse' from the email? Is there a tpl file that I can modify that will allow it to search the body of the email? Or is there a 3rd party project/module that I missed that already adds this capability?

    OS: SUSE 10.0 Enterprise
    SugarCRM Version: 4.5.0c (Not upgrading until I've worked all kinks out that don't require an upgrade)

    Also, I'm currently only working with Default Out-of-the-box vars in the Leads module, so wasn't there a design intention for autofilling address information as well, in some form? Since it does capture the body into the Description field already.


    Randy Stevenson

  2. #2
    Morkeleb is offline Sugar Community Member
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    Default Re: Customize 'Quick Create Lead' from Email

    Okay, I found the code in modules/Leads/EditView.php and modules/Emails/Email.php which refers to the variables that carry into the lead. Has anyone already created the script to parse the $desc variable into individual variables? Parsing has always been my weak point. We even purchased a program to do it for incoming emails. The best I was able to do with that, advanced, was using procmail, but after I get the data the way I want it to look in the email, how do I parse the contects of $desc to the Lead? I understand assigning variables, but what would the variable equal? Any ideas? For instance:

    Body of email reads:

    Primary Address: 3333333 something street
    City: somecity
    State: SS
    Zip Code: 00000

    How would you parse this to work with the Quick Create Lead?

  3. #3
    Morkeleb is offline Sugar Community Member
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    Default Re: Customize 'Quick Create Lead' from Email

    Could someone at least acknowledge this post? Even if you don't have an answer? Is it doable?

  4. #4
    cHEK is offline Sugar Community Member
    Join Date
    Jan 2007
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    15

    Red face Re: Customize 'Quick Create Lead' from Email

    Quote Originally Posted by Morkeleb
    Could someone at least acknowledge this post? Even if you don't have an answer? Is it doable?
    http://www.sugarexchange.com/product...hp?product=284

    Sounds like its possible but I cant promise anything... Also this program is not rated very high

  5. #5
    Morkeleb is offline Sugar Community Member
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    Default Re: Customize 'Quick Create Lead' from Email

    Thanks,

    Yeah, I've looked at that program and it requires too much user intervention to be a viable solution. I'm currently looking at the mailparse function and a few other scripts to see if I can find something that works and then just have it called from Sugar.

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