In this 'pair programming' screencast I explain step-by-step how to build a custom mail filter action for Cerb4 using PHP5 and Devblocks. As an example, we're going to build a filter action that strips attachments from messages. We'll evolve the feature through incremental improvements while testing each step.
The ability to create custom criteria and actions frees your potential business logic and workflow from being limited to the available presets.
In this 'pair programming' screencast I explain step-by-step how to build a custom mail filter action for Cerb4 using PHP5 and Devblocks. As an example, we're going to build a filter action that strips attachments from messages. We'll evolve the feature through incremental improvements while testing each step.
The ability to create custom criteria and actions frees your potential business logic and workflow from being limited to the available presets.
Cerb4 is a great tool for responding to a flood of e-mail; but did you know that it's also handy for proactively building relationships with your community?
In this video I explain how to use the Cerb4 "toolkit" mentality to import new opportunities from various community resources: prolific contacts, blog commenters, top forum posters, most-active contributors, etc.
There are several reasons you might want to do this:
* You want to offer Priority Support the people who would benefit from it most (the people who already request a lot of support, or groups of people who say they wish they received faster replies).
* You want to invite past customers back for a look at the recent improvements in your products and services.
* You want to follow up with leads who are evaluating you.
* ... and countless other situations
There's a lot of ground to cover with the new 4.1 improvements: custom fields, group inbox filters, and workspaces. I figured it was probably best explained with a realistic example in the video that made use of all the new functionality: A company that wants to sort support mail from paying customers into a Priority Support group, with the rest of the mail going to Support. Their customers can still all send mail to the same support@example.com address (from contact forms or anything).
People have been asking for auto-refresh functionality in the Cerb4 UI since the beginning. I had issues with the earlier approaches because they just interfered with usability too much (no warning, too much toggling). I had an idea this morning that I felt was a great compromise, and here it is!
So you've installed Cerb4 and diverted your flood of e-mail into groups, and those groups have further split their e-mail stream into buckets. Now what? Here's a quick screencast about the new Workflow section I just finished working on for the upcoming 4.1 release. If you're a fan of custom workspaces from 4.0, you'll probably be happy to see they're no longer relegated to a dusty corner of the app. Enjoy!
Cerb4 is a fast and flexible CRM toolkit. Remember anything about anybody, reply to a flood of e-mail, quarantine spam, capture feedback organically, track time, flag opportunities, share tasks, and otherwise collaborate efficiently. Built for one-person startups through Fortune 500 giants.
Just think about it… What if you were trapped under something heavy and the mouse was out of your reach? Scary, right? That's exactly why we have these keyboard shortcuts so you can still use Vimeo until the help arrives.
