Can Filemaker integrate with email programs?
Filemaker Pro 11. I work in the financial services industry and am looking for more efficiency. Some proprietary CRM programs (Redtail, eMoney, for example) include full integration with Outlook and/or Mozilla Thunderbird. In Redtail, email comes right into the database (looks like Outlook); incoming emails are automatically linked to the client record. In eMoney, the eMoney program sits as an add-on inside of Outlook (new right-hand pane) and also links directly. I've already got document storage and retrieval figured out in Filemaker (can save and access docs inside of FM easily). If I can get email integration, I can probably do away with the temptation of time-consuming and potentially costly migration to one of these proprietary CRM programs. I know Filemaker is robust and I'm probably accessing only a small part of it. Is full email integration possible?
There are several plug-ins that will allow you to create your own email program within FM. Most of them are cross platform. I am most familiar with Dacon's Mailit and CNS, but google is your friend (well, once you get past the "do no evil" part). If you are on a mac then Automated Workflows has an solution that will import email into a FM database from Mail and Outlook.