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PM: Mail integration

This RFE has been completed

Please see: Mail Management Tutorial



Requirements

  • User should get access to emails related to a particular project through the ]po[ user interface
  • emails and their attachements should be searchable 

GUI Implementation

  • New portlet on "Project Home" that lists all emails assigned to the particular project

screenshot_project_home_mail_component ­


  • Each email is linked to an overlay showing the text of the email and the attachments

 ­screenshot_project_home_mail_component_overlay

  • In the same way a Portlet is added to the Company Home (http://[SERVERNAME]/intranet/companies/view?company_id=[ID]) listing all mails assigned to a company.

List View

­

Mails can be accessed and managed using the "List View". Filter options are provided as seen on screenshot below. This view provides functionality to manually assign mails to projects and/or customers where an automatic assign had not been done due to ambiguous criterias.

screenshot_mail_list.gif

Process

­screenshot_scheme.gif

Technical implementation­

  • Emails are stored in text format in the file system
  • Assignments:
    a) Incoming email: If sender email matches an existing user email which is explicitly assigned to one company, an automatic assignment is done.
    b) Incoming email: If email subject contains a valid Project ID, email is automatically assigned to project and to the customer related to it.
    c) Outgoing email: All outgoing emails are assigned to the user sending this email
    d) Outgoing email: If outgoing email contains valid Project ID in subject line, email is assigned to project and to the customer related to it. 

Implementation Options

  • Outlook Plugin:
    Viewing a particular mail user gets a drop-down list with all currently open projects she is a member of. An list of all currently open projects can be received through ]po['s RESTful  interface.
    By choosing a project the email automatically gets send out to the ]po[ email account. The Plugin adds the Project Number to the Subject line.      



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