Contact Management Software

Mark Kane mark at mkproductions.org
Tue Oct 18 23:06:19 PDT 2005


Thanks for the suggestion of SugarCRM. I think this may work out great 
for him with a couple of modules. :)

Only thing left is to figure out how to print labels/mail merge from it, 
but their community may have a solution.

One thing I did notice as well, the SugarCRM website has the latest 
version as 3.5.1, and the version ports is only 2.5.1b_1. I've got 3.5.1 
running on a test server to demo to this co-worker and it's working 
great so far.

Thanks again.

-Mark

Murray Taylor wrote:
> Is your ports tree up to date ??? From a 5.4 install disk it may be a
> snapshot of things at the time the 
> 5.4 iso images were made...
>  
> Ports are not dependant on the os rev level -- I'm running 4.11 and it
> is in my ports tree
> which I update about once a week
>  
> cd /usr/ports
> make search key=sugar | grep Port
>  
> If it doesnt return 
> Port:    sugarcrm-2.5.1b_1
>  
> or so then your ports tree needs updating.
>  
> mjt
> 
> ________________________________
> 
> From: Vampire D [mailto:vampired at gmail.com] 
> Sent: Wednesday, October 19, 2005 3:49 PM
> To: Murray Taylor
> Subject: Re: Contact Management Software
> 
> 
> I did a look on 5.4 and I do not see SugarCRM but when I went to
> FreeBSD.org/ports I did see it was under DeskUtils.  Any reason I would
> not have this particular?  This is free install of 5.4, not from
> upgrade.  All ports were installed at install. 
> 
> 
> On 10/17/05, Murray Taylor <MTaylor at bytecraft.com.au> wrote: 
> 
> 	SugarCRM is in ports.... and its web site has a good demo
> 	
> 	
> 	-----Original Message-----
> 	From: owner-freebsd-questions at freebsd.org
> 	[mailto:owner-freebsd-questions at freebsd.org] On Behalf Of Andrew
> P.
> 	Sent: Saturday, October 15, 2005 6:34 PM
> 	To: Mark Kane 
> 	Cc: freebsd-questions at freebsd.org
> 	Subject: Re: Contact Management Software
> 	
> 	On 10/14/05, Mark Kane <mark at mkproductions.org > wrote:
> 	> Hi everyone. I have a co-worker who wants to get away from
> Windows as
> 	> much as possible. I've told him about free and open source
> 	alternatives
> 	> for everything else he needs to do, but contact management is 
> 	something
> 	> I'm having problems with.
> 	>
> 	> The good thing is he doesn't already have years of data in one
> format
> 	> like ACT. I'm looking for a something comparable on the
> FreeBSD side
> 	to
> 	> Maximizer, ACT, or Goldmine. Some key features he requires
> are: 
> 	>
> 	> - Contact Manager
> 	> - Keep track of every aspect of every contact. Things like
> call logs,
> 	> letter logs, comments, to-do lists.
> 	> - Reports of contacts. To do items, completed items, etc 
> 	> - Mail merge
> 	> - Label Printing
> 	> - Expense report. Hours spent on clients or projects.
> 	> - Possible remote access so a couple associates could login
> and add
> 	> things and look at things
> 	> - Possible integration with an email client like Mozilla
> Thunderbird
> 	to
> 	> file incoming mail by contact.
> 	>
> 	> He already owns the Maximizer 7 software for Windows but has
> not
> 	started
> 	> to use it yet, so that's why I'm trying to get suggestions or
> input on 
> 	> what you all use for your contact management and sales
> software.
> 	>
> 	> Thanks very much in advance!
> 	>
> 	> -Mark
> 	> _______________________________________________
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> 	>
> 	
> 	If I were him, I'd wait for a web-based solution from
> 	Google or some other vendor. I think we'll see a 
> 	beta within a couple of months.
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