salesagility / SuiteCRM

SuiteCRM - Open source CRM for the world
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Email Filtering RFC (Request for Comments) 🗣️ #7725

Open samus-aran opened 5 years ago

samus-aran commented 5 years ago

The goal for this RFC is for the core team and community members to discuss and outline the best solution and ensure we cover as much varied experiences as possible so when we are ready to schedule and implement that 1. we know what it entails 2. everyone know what to expect from the user perspective and 3. a better tested solution since more eyes means more chances of testing across different setups/environments.

We are improving the RFC so we would also like to hear about setting up a more robust process in the future.

Email filtering

Summary

This RFC is to give specific details on how we plan to improve the existing implementation of the email filtering functionality. References: https://github.com/salesagility/SuiteCRM/issues/7279 https://suitecrm.com/suitecrm/forum/suitecrm-7-0-discussion/26905-suitecrm-email-module-feedback

Motivation

This has been a follow up RFC, it has been discussed that the email filtering could be improved and enhanced to help give community members a better experience when using the email module.

The motivation is to complete high value requests from multiple email module requests for comments (forums & github) in phases to resolve outstanding issues raised by the community and to return any standard functionality that was removed with the email module redesign while keeping with the original design intentions.

Detailed Design

The email module filtering improvements will be based on the current filtering system in SuiteCRM 7.10.x/7.11.x.

Folder filtering

Currently, the filter functionality only allows a user to filter emails in the primary "INBOX" folder and not in any other standard folders such as "DRAFTS", "SENT", "TRASH". This should be changed to allow filtering in all accessible inbound email folders.

Multiple account filtering

Given that I have multiple inbound email accounts associated with my user, I should be able to filter in each of the folders of these accounts. Currently you are only able to filter in the primary inbound address regardless of whether it is a personal or group account.

Inbound email flags

Emails should be given the correct flags upon being seen or deleted by the user to ensure that filtering on undeleted or unseeen emails works as expected.

Drawbacks

There should be no drawbacks to this, as this project can be iterative and add improvements and enhancements to the existing email filtering that we currently use.

Considerations

Since the introduction of the new Email module system in 7.10.x emails are not cached in the SuiteCRM database unless they are Imported (either manually, or automatically) thus the solution must accommodate or solve the ability to search both the mail server & imported emails.

Mausino commented 5 years ago

@samus-aran you exactly wrote where are the potential problems and where are the threads (ability to search both the mail server & imported emails.)