#91 new
Johannes Peeters

Calendar support

Reported by Johannes Peeters | September 2nd, 2009 @ 04:51 AM | in Plugin Ideas

It would be great to have calendar support built-in. I am working with a distributed team, and it would be great to share a calendar which is linked to accounts and opportunities in fat-free-crm. Synchronization with iCal / google calendar would be a bonus, but just calendar support is a start.

Is there anything defined in the roadmap that goes into this direction?

Comments and changes to this ticket

  • Mike Dvorkin

    Mike Dvorkin September 2nd, 2009 @ 08:13 AM

    Johannes, can you please describe usage scenario (linking to accounts and opportunities in particular)? If you could give specific example that would be great.

  • Johannes Peeters

    Johannes Peeters September 2nd, 2009 @ 08:26 AM

    I often attend trade shows and meet a lot of interesting people over there. Some of those already met a colleague of mine, or even made an appointment to discuss a business opportunity.

    I would love to save that appointment in fat-free-crm, such that all team members have access to it (we don't use Outlook). During conferences I would then be able to quickly visit our ffc instance on my phone, and discuss the date, time, and subject of the appointment (this will result a feature request for an iPhone app ;))

    If we do not have an appointment yet with the lead, I will look into my calendar first to propose an appointment date, and later that day invite one or more colleagues that should attend that meeting as well. Again, we could use outlook for this free/busy information, but we do not use it. Furthermore, I rather like to link the appointment to a lead/account (sorry, I misused the opportunity concept in the original request) than to just an entity in my calender.

    Maybe it is a misconception of mine, since most of the CRM apps do not have descent calendar functionality. But I think it would be a feature, especially if one can subscribe to the calender through iCal / Google Calendar / ... That way my sales planning is stored close to my sales data, but still visible in my day-to-day calendar. Likewise, my personal planning is stored on my personal machine.

    Does this make sense, and is this enough information? Otherwise I will elaborate on a full use-case, if requested.

  • Mike Dvorkin

    Mike Dvorkin September 3rd, 2009 @ 12:09 AM

    • Milestone changed from 0.9.7 "Steinitz" to 0.9.8 "Lasker"

    Thanks for the detailed write-up. Basically it sounds like you would like to have the Event model (similar to Task) that can be shared among users rather than assigned to an individual. The Calendar itself would be shown on a separate tab. Looks like a perfect candidate for Calendar plugin.

  • Johannes Peeters

    Johannes Peeters September 10th, 2009 @ 06:12 AM

    A calendar plugin would be the excellent place to support this event model. But I am afraid that implementing this will be a large task, especially when two-way support for external agenda applications (iCal, Outlook, Google Agenda, CalDav, ...) is considered.

    Another option might be to sync not only the calendar data, but also the contacts in the CRM to Address Book, Outlook, or Gmail.

  • Johannes Peeters

    Johannes Peeters September 10th, 2009 @ 06:12 AM

    • Tag changed from calendar, google, ical, plugin, shared, team, timezone to caldav, calendar, gmail, google, ical, outlook, plugin, shared, sync, synchronization, team, timezone
  • Mike Dvorkin

    Mike Dvorkin September 30th, 2009 @ 11:07 PM

    • Milestone changed from 0.9.8 "Lasker" to Plugin Ideas

    Consider using http://github.com/collectiveidea/calendar_builder plugin which has support for Event model and daily/weekly/monthly calendar views.

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