opencats / opencats-email2activity

app to scrape candidate/client emails into activity records

email2activty for OpenCATS

##Overview This is a simple configurable plugin for OpenCATS that will connect to a POP3 or IMAP account, parse it to see if the emails are addressed to a candidate or client - and if there's a match, it'll copy the body of the email to the activity record for the (Candidate or Client).

It's intended to be used for outbound emails, but can be amended to monitor and work for inbound emails as well.

• (This isn't a recommended configuration, as you probably have allot of inbound emails with Clients/Candidates that you don't necessarily want copied into the opencats database)

##Usage When sending emails that you want copied into the activity record, you need to cc the account you've defined as the 'opencats account'. For example please cc [email protected]

We recognise that some Candidates may also be Client contacts, therefore when sending outbound emails you can define a special character (by default it's a '#') - if this is detected in the subject line, it not match the candidate record, and will only consider the recipient to be a Client contact.

##Configuration Please update your imap account details in config.php. Note if you have an old (CentOS 5 ) you may have to replace the connection string in imaper.class.php as recent PHP syntax has changed. Don't ask me which PHP versions are supported. PHP documentation for this sucks.

Note the directions on line 131 of imaper.class.php; // ALTER TABLE opencats.activity ADD COLUMN message_uid INT(11) NULL AFTER date_modified;

• for this script to work you need to run that command to add a 'message_uid' field to the activity table.

• Dependant upon your mailserver, your outbound email folder will be called 'Sent' or 'Sent Folder' etc. Update line 66 in imaper.class.php to match; $this->mbox = imap_open("{".IMAP_HOST.":".IMAP_PORT."/".IMAP_PROTO."/novalidate-cert}Sent", IMAP_USER, IMAP_PASS, OPERATOR) or die("Can not connect to: " . IMAP_HOST );

##Author Written by Magician on behalf of RussH

##Comments and Questions Please post user questions in the OpenCATS forum. Issues can go into github issue tracking for the Opencats project.

opencats-email2activity's Issues

doesn't work

Testing on a production imap server with a candidate database of 8000 managed to kill the IMAP process.. so I suspect whilst this works in test, it's a bugger on larger deployments. This will need a test pop3 or imap server, and a test opencats instance..