E-mail
 | To be cleaned up. At the moment just a place to put things. |
Email processor duplicate contact creation could be improved by instead of creating new contacts for unmatched emails, having it file them on a pre-specified dummy contact, and then sending an email containing an edit activity link to:
If the from field contains a <specify domain name> address,
that address
else if the to field contains a <specify domain name> address,
the first recipient that contains it
else
some default address
end if
Chain relationship search/report - Specify criteria for contact selection (result set A) and then return result set B which is all contacts with relationships to the members of result set A. Possible filtering on result set B too, e.g. only employee relationships.
Batch file-on-case. Sometimes you have 5 or 10 emails that have been processed by the email processor and want to speed up filing on case.
Emails processed by the email processor do not have the duration field filled in, making it difficult to get accurate reports on time spent. Possibilities include an extra field on the file-on-case dialog or just an internal procedure to estimate and count.
Maybe some options to reduce the output from Print Case Report. Sometimes for the activities you just want Date+subject+body.
One-click search by case id. Currently you can use the fulltext search block but by default it searches all objects, and because case id is often contained inside activity details, it ends up being several clicks to get to manage case, because you either have to select just cases from the dropdown filter, or you have to scroll down through the activities, and then in both cases it's another click to get to manage case after.
General ability to move activities between contacts, even for different contact types (non-case activities).
Email processor ability to file on an Org contact. Possible method: Have a setting on the org contact that says for any email coming in from the same domain as the org email, file it on the org contact instead.
An additional enhancement could be that if the individual is already in civi, then when viewing that contact's activity tab there could be a message that says "Inbound emails for this contact will be filed on <Org Contact Name>", to avoid confusion over "where did that email go?"
File-on-case and friends only let you choose open cases.
