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* Re: [gentoo-user] Web application for contact management...
  @ 2009-06-16 12:09 99%       ` Steve
  0 siblings, 0 replies; 1+ results
From: Steve @ 2009-06-16 12:09 UTC (permalink / raw
  To: gentoo-user

Mick wrote:
> Ah, may have missed it in the original post that you want multi-client access.
>   
Probably my fault... my post was mainly wild hand-waving hoping that 
someone would guess what I meant. :)
>>> http://www.simplecustomer.com/
>>>
>>> No idea if it's any good, though.
>>>       
>> This is definitely looking as if it is heading in the right direction.
>> Features I hoped I would find, but seem to be missing are:
>>
>> * Tagging of contacts - something a bit like a taxonomy in Drupal....
>> So, for example, I could tag Fred Bloggs as having UK residency;
>> Occupation: Plumber - etc. and so that I could, at a later date search
>> my contacts for a UK resident Plumber.  (OK, it's a contrived example,
>> but, hopefully, it illustrates the idea.)
>> * Flexible search for contacts... perhaps by name, perhaps by email
>> address; perhaps just search notes.
>> * Good support for multiple communications technologies... including
>> non-US addresses; skype - etc. :)
>> * Good support for ageing data on a field-by-field basis... by this I
>> mean that it is relevant, for example, when addresses were established,
>> because people move home...
>>
>> Many thanks for the suggestions so far - they've, at the very least,
>> helped me refine my ideas about what I want...
>>     
> Have you looked at egroupware/phpgroupware and even open-exchange products?  
> As long as you are happy to run a server at home and store your 
> social/professional networking contacts into either mysql or LDAP, one of 
> these front ends should do what you want.
>   
No, I hadn't looked that these.  I've messed about with Outlook on a 
corporate exchange server - and it definitely wasn't what I want... it's 
got a working address book - and it integrates (sort-of) with email - 
but falls far short of what I require as an aide memoir about people 
I've met... many of whom will have been introduced in person - not 
online, by phone or email.

I think I'm going to dismiss open-exchange as pursuing the same 
objectives as MS exchange (that's my current perception of it...) 
leaving the other two systems - neither of which I'd discovered 
previously.  Both E-Groupware and PHPgroupware look like fantastic tools 
- and E-Groupware looks especially slick.  On the down-side, they both 
seem to have relatively steep learning curves relative to my primary 
objective... i.e. keeping notes about communications with infrequent 
contracts... so, for example, if I were about to meet someone from Acme 
Corp next week, and I remembered having met an Acme Corp director last 
year (but had forgotten the date; where we met; and his name...) then 
I'd want to be able to find this information from my contracts 
management system. SimpleCustomer is heading in the right direction - 
but I think its interface falls short of my requirements.

I suspect I need to play with those groupware systems... perhaps read a 
book about them - if one has been written.  I'm very happy to run my own 
server at home - in fact, I'd be worried about doing it any other way... 
I wouldn't want to risk contributing to a massive centralised database 
of personal information... :)

Thanks, and - of course - I'm still interested in anecdotal hints/tips 
from anyone who has attempted something similar.

Steve




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2009-06-14 20:30     [gentoo-user] Web application for contact management Steve
2009-06-14 22:29     ` Joshua Murphy
2009-06-15 12:22       ` Steve
2009-06-15 22:08         ` Mick
2009-06-16 12:09 99%       ` Steve

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