Desktop Client

💬 General Discussion
1

Hi,

I have developed a little desktop client for Suite/Sugar CRM. I’m not sure if anybody else struggles with this but we need the following improvements:

  • Easy check off and reschedule task list
  • Follow up reminders

The task and call list is dead simple. The follow up reminders are a little more advanced. It will remind you about any leads, opportunities or cases that do not have any tasks or calls scheduled. We had the problem that many leads or opportunities got dropped because the assigned person got busy and forgot to check. Now they have a simple task list on their desktop and get notifications when they forgot to schedule a follow up.

If anybody wants to use it or add something I published everything on github:
https://github.com/tfreier/desktop-crm

2

Hey,

Thanks for making this application available, have you had success connecting to a SuiteCRM deployment previously? I set it up and the connection was accepted (no error anyway) however no Tasks/Calls/Meetings were synced down.

Is there likely something very obvious I have missed?

If you need any specifics of the deployment just let me know, thanks again.

Sam

3

Hi Sam,

It’s not really user friendly in that regard. If the credentials or URL is wrong you won’t get an error. It just doesn’t load anything. I will add a confirmation/error message soon.

Also, please be aware that if you connection is slow and/or you have a lot of open tasks it might take a little bit to load.

Please make sure you have the right URL set.

wrong: http://demo.suiteondemand.com/index.php?action=Login&module=Users
wrong: demo.suiteondemand.com
right: http://demo.suiteondemand.com

If your URL contains https you are using SSL. Try using a http instead, If you get a browser waring about your certificate. Java is not going to like it either. In order to fix that you can add the certificate in your java configuration.

I tried connecting to the SuiteCRM demo. It took about 60 to 90 seconds for me until the tasks showed up. I used the following config:

http://demo.suiteondemand.com
will
will
1 Like
4

Thanks!

5

I just published the first release version. It includes some new feature:

  • Lead list
  • Case list
  • Email template list
  • Send case e-mails with external client (it will automatically set the subject line)
  • Select and send CRM email templates with external email client
  • Additional icon for every task that shows what the task is related to
  • Additional email icon for tasks that allows you to send out an email

https://github.com/tfreier/desktop-crm/releases/tag/1.0

6

We released version 2.2 recently. Here’s a quick feature list:

Call notifications
Task list
Call list
Case list
Simple task reschedule
Simple call reschedule
Case email using the desktop email application
Task due notification
Follow up reminders for cases, opportunities and leads
Open email templates with external email client
Click2Dial via URL
Asterik Call Logging
Search (Leads,Contacts)
CSV Lead import via Drag&Drop

https://github.com/tfreier/desktop-crm/releases/tag/2.2

1 Like
7

Wow, looks good!

This is in Java so it should run on Windows, Linux, Mac, etc., am I correct?

8

Yes, that’s correct. In fact I use Linux and most of my co-workers use Windows.

The only platform specific thing is opening the browser to view records in SuiteCRM. I have successfully tested this with Linux(KDE) and Windows. If you have problems with the Browser opening using a different platform just let me know. The commands are easy to add.

9

I just downloaded the code but I don’t know how to run it… Can you point me to some installer or some simple instructions?

I have Windows 10 with java SE Runtime Environment (build 1.8.0_77-b03).

Thank you!

10

You just have to download the jar file. There is no setup required, you can just run it. If Windows doesn’t know how to open the jar file open it with Java.

11

Sorry, my bad; I was snooping around in GitHub and what I downloaded was the source code. Now I clicked your link above, and I got the jar and it’s running.

I don’t think I’ll use it because it’s more oriented to something I won’t need (Asterisk, calls, etc.) but the concept of having a native Desktop client is interesting and I was curious to try it out.

Thanks!

12

downloading im looking for something like this since i have problem using with Thunderbird

13

i cant connect to SuiteCRM give me error CRM Connection FAIL

14
  1. Make sure to enter the URL in the right format.
wrong: http://demo.suiteondemand.com/index.php?action=Login&module=Users
wrong: demo.suiteondemand.com
right: http://demo.suiteondemand.com
  1. It is worth mentioning that LDAP authentication is currently not supported. If your CRM is setup for LDAP you won’t be able to use it at the moment.
15

Hi till
i have my suitecrm using this URL
mydomain.com/crm

i have try to connect using that URL but not work
also

LDAP Support
Enable LDAP AuthenticationInformation is not ENABLE

Any other idea

PD: Im using Ubuntu.
im running desktop-crm-2.2.jar

16

This is the log that i get in the command line
http://pastebin.com/JKVtzfGq

17

It looks like you are getting a 500 error from the server. Check your server error logs such as suitecrm.log and the apache error.log

18

Hi Till

Are you still developing this desktop client for SUITE CRM?

It would be good to catchup with you.