AnsweredAssumed Answered

Can Filemaker integrate with email programs?

Question asked by StephenMallery7287 on Feb 29, 2012
Latest reply on Feb 29, 2012 by bumper

Title

Can Filemaker integrate with email programs?

Post

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?

Outcomes