XpressDox Integration With Salesforce

Previously, I have written about XpressDox integration with Salesforce.com and Advologix from a technical side, how from Microsoft Word you can access your template library, launch a template, and pull data from a Salesforce.com based practice management system.  Such approach is very powerful and cost effective.  But it also requires you to have Microsoft Word installed with an XpressDox plugin.

This post, however, focuses on implementation of a completely cloud-based assembly engine integrated into Salesforce.com.  A prototype has been tested and implemented on a client site; however the tool is not yet ready for public distribution.   In this system, a simple button would be added to the Matter object (or any object) in Salesforce.

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On the Nature of Things

And so, after a long break, I resume my writing.  At the moment, we are reassessing our entire web presence, figuring out what form and format best suits our mission.  Since I am spending a great amount of time rewriting much of the website, there is little “technological” inspiration for this blog.  And so, I turn to in the other direction.

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HotDocs Tips – Importing from Outlook

HotDocs has for years had a connector to Microsoft Outlook.  It is an effective tool for importing data.  However, the data that comes in, often needs to be “cleaned up” before it can be used.

Working with Outlook

  • State Field: The state can sometimes be entered as Abbreviated (e.g. NY) or as a Full State (“New York”) which causes problems on import if you importing into a Multiple Choice field
  • Street Field:  The “Address” in Outlook is different from the BusinessAddressStreet field.  And that field can have multiple lines in it, affecting how that text appears in your template where you may have coded Street1 and Street2

Further, some of the mappings in the tool are confusing because of the terminology used by Outlook and that used by most HotDocs coders can be quite different.

  • Which Address:  In Outlook there is a MailingAddress, a HomeAddress and a BusinessAddress.  If you are importing into a primary address, then you would choose MailingAddress.  If it is a Business, with a Company, you should use Business Address.
  • Salutation, Title and Job Title:  These fields are confusing since Title is “Mr.” or “Mrs”, Saluation is non-existent, and JobTitle is the positon someone holds at a company.

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KRONOS Watch – Copy2Contact Review

In an old post I set forth my standard for evaluating software (See KRONOS – Evaluation Criteria for Software).

.  Keystroke Count
.      Return on Investment
.          Opulence and Intuitiveness
.              Networkability and Integration
.                   Options and Customization
.                        Suitability for the Task.

W  * A * T  * C  * H

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Forrester Report – ROI of Cloud Apps

The Forester Reasearch released to the public (via TechRepublic.com) a June 23, 2011, white paper titled: “The ROI of Cloud Apps: A Total Econimic Impact(TM) Analysis Uncovers Long-Term Value in Cluse Apps.” Below I will quote and highlight some key conclusions of this report.

Recognize that the report: analyzes the longer-term, five-year cost of ownership and value for cloud applications across four categories: customer relationship management (CRM), enterprise resource planning (ERP), collaboration (including email), and IT service management.”

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Live from my iPad

I finally broke down and got an iPad, a Johnny come lately. I prefer to be just behind the cutting edge, particularly when the item costs over $500. It was CloudForce New York that finally pushed me, or rather my partner, over the edge. For now, I am loading up on apps. My iPhone is filled with games which, for now, are banished from the iPad.

And so, I will add to the plethora of posts. This is not fan-mail, but rather a thoughtful inquiry into the use of this device.

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