Archive for the ‘CiviCRM’ Category

Virtual Box, Linux Mint, Drupal and civiCASE — Part 5

Sunday, March 2nd, 2014

Here we will set up the framework for CiviCase
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Virtual Box, Linux Mint, Drupal and civiCASE — Part 4

Saturday, March 1st, 2014

Here we will set up Drupal, the framework for CiviCRM
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Virtual Box, Linux Mint, Drupal and civiCASE — Part 1

Thursday, February 27th, 2014

The following are notes related to running Linux Mint 16 Xfce inside Oracle’s VirtualBox and installing Drupal so I can use civiCRM to run civiCase. Whew!
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Legal Matters on Linux

Sunday, June 16th, 2013

Related Rogue Valley View post “Making Linux work for Windows programs

Might be useful for estimations

http://civicrm.org/blogs/erikhommel/make-it-happen-civicase-configuration-ui#comments

Might actually work for this purpose
http://www.dolibarr.org/onlinedemo

or
 https://www.vtiger.com/crm/open-source/

or
http://www.sogo.nu/english/about/why_use_sogo.html

or – self-contained web page designer
http://www.simple-groupware.de/cms/

maybe, it has a nice free/busy
http://www-old.kolab.org/screenshots.html#fbview_2_2

maybe but think not
http://www.opencrx.org/tour-features.htm#groupware

Interesting articles to study

Needles is a practice management product (20 users = $16,000 + annual support)
Has some nice screen shots and description
http://www.needles.com/product/overview

CRM in Law Firms: The Jury’s Still Out [2008]
http://www.crmbuyer.com/story/62727.html

Client relation management article — ABA
http://www.americanbar.org/publications/gp_solo/2011/june/client_relationshipmanagement.html

A simple matter-manager for a small law firm [2008]
http://ask.metafilter.com/100146/A-simple-mattermanager-for-a-small-law-firm

Turn Thunderbird into a Groupware Client with SOGo Connector
https://www.linux.com/learn/tutorials/482178:weekend-project-turn-thunderbird-into-a-groupware-client-with-sogo-connector

Search terms

open source client management for attorney office

lightning calendar groupware

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Open source projects

DAViCal
open-source CalDAV server for calendar sharing
http://www.davical.org/index.php

SOGo
SOGo provides a rich AJAX-based Web interface and supports multiple native clients through the use of standard protocols such as CalDAV, CardDAV and GroupDAV.
http://www.sogo.nu/english.html

Funambol

Thunderbird
Lightning
VMware
Linux
Postgresql or MariaDB

contacts have a calendar
I’m unable to invite someone who does not have an email address
imaging giving all clients the same email address, or even the attorney’s/aide
won’t work because the email address is used to find the contact
regular crm requires each contact to be a member in order to create a calendar
Lighning would allow as many calendars as wanted(?)
Users could subscribe to the calendars they want to (200 per division?)

SOGo server
SOGo Integrator
Funambol for smart phones
Thunderbird and Ligtning for local machines
Profile manager/

Schedule a room include multiple calendars
Schedule an appointment include multiple calendars
Check for conflicts
Create a client/check for conflicts