Google Accounts & Google Apps user-accounts - authentication options in Google App Engine

The issue discussed in this specific post has been solved. We have now added support to enable Google Apps users to login directly into iFreeTools CRM & Creator. So, no more confusions.. no more work-arounds. You may skip this post.

This is a short note on the default authentication modes possible with Google App Engine and how we have configured it for our free CRM and our online application builder apps.

There are 2 modes in which applications can be deployed over Google App Engine..

• Open to all Google Accounts --or--
  
• Restricted to a specific Google Apps domain.

Our default application instances (with application identifiers sahasvat-ifreetools for CRM and sahasvat-ifreetools-creator for Creator) are deployed in the first mode, so as to enable access to users with normal Google Accounts.

Since Google wants to treat Google Accounts and Google Apps accounts differently, it can create confusions for users. This means that users with just a Google Apps user-account cannot login to access our default apps.

There are 2 suggested approaches for this scenario..

• Creating a new Google Account using your Google Apps email-id and proceeding to use the application for free.
  
• Have a separate application instance deployed for you over App Engine, with authentication restricted to your Google Apps domain. For details on such a custom deployment, with optional customizations, kindly refer to http://crm.ifreetools.com/about.

You may also read the following blog post which details the confusions caused by the different account types and options to have things working..
Fixing the Google Account problem [www.equalsdrummond.name].

We also plan to offer a free deployment - equivalent to the $299/year plan, but with ads - to enable Google Apps authentication for such deployments. If you are interested, use the feedback form or send an email raj@sahasvat.com to request for details on using such a deployment.

With the OpenID & OAuth support in Google App Engine's road-map, these confusions can be avoided altogether.

If you have any further queries, feel free to write to raj@sahasvat.com or use our feedback form.

The issue discussed in this specific post has been solved. We have now added support to enable Google Apps users to login directly into iFreeTools CRM & Creator. So, no more confusions.. no more work-arounds. You may skip this post.

Build Apps Online, over Google App Engine, using iFreeTools Creator

We are happy to announce the Preview Release of iFreeTools Creator, which was mentioned in our previous post (What's Cooking : iFreeTools "Brahma").

iFreeTools Creator is probably the first Google App Engine based online application builder. It provides users the access to iFreeTools Engine, which powers our Free CRM application.

Let us see how to create a simple Property Management application using iFreeTools Creator..

Configure App Settings

First configure the App Settings under Admin to provide your Organization's name and the applications name. For our example, we will call Acme Inc.'s Property Management.



(Other aspects of rebranding are as mentioned in iFreeTools CRM on your sub-domain, with rebranding !!)

Add Required Entities

Now proceed to Entities module under Admin and click on Add Entity. You will get a form to enter the details, as given below. Provide details of Entity and save the record.


Likewise we will create 3 entities Property, Owner and Tenant. The entities will get listed in the "Custom Entities" view as given below..


The Entity Index property defines the dependency and listing order.

Add Attributes for Entities

Now you can proceed to add the attributes for those entities. From Admin::Attributes, click on Add Attribute and fill in the form..


Likewise we can add relevant attributes for all entities. Given below are the attributes we added for the 3 entities...

Owner Attributes

Property Attributes

Tenant Attributes

The Property Index decides the order of the attribute items in list, form and details pages.

Start using the application

That is it. You can now start using the Property Management application. The below image shows the "Properties" view with sample data..


You can always customize it, as and when business needs change. Go ahead, play with the Online Application Creator for Google App Engine.

We do have plans to add more features, including support for more data types, chart views like those available in our CRM application and more. And, we would like to hear your feedback too. You can either use the feedback form in the application or send a mail directly to raj@sahasvat.com.

Related :
Building a simple Bug-tracker application on Google App Engine

Also See :
Custom Actions now supported in Google App Engine powered iFreeTools CRM and Creator

Instant Search now available in iFreeTools CRM

We told you search was "Coming soon.." when we introduced Advanced Views late last week and now, it has arrived in iFreeTools CRM.

This comes a day after Instant Details and Customizable Columns were added to Advanced Views.

Advanced Views now have a "search as you type" feature, shown in action below..

The search string is matched against values from all the columns in table view. If you want to include a property for the search, just add it as a column of the table and proceed to search.

Advanced Views is Javascript powered and works best in modern browsers like Chrome and Firefox - which we use extensively for our testing. While it does work in IE (it can be a bit slow), we recommend better browsers.

There is also an option to disable "Search while typing", which makes search operations to begin only after clicking on the Search button. This can be useful when using browsers like IE.

Keep sending in your feedback on Google App Engine powered iFreeTools CRM. We listen, and more importantly we act and we deliver - fast.

Instant Details and Customizable Columns now available in Advanced Views

Another upgrade and iFreeTools CRM now has support for Instant Details and Customizable Columns in the Advanced Views. This comes soon after the initial support for Sorting and Faster Paging (Next/Previous), added late last week.

With today's upgrade, Advanced View has been made the default list view. If required, one can always switch back to Simple View and the browser will remember your preference the next time list views are loaded.

Within the Advanced View, one can now view the details of the records instantly by clicking on the row in the table.

When the view loads, you will see something like..


Now click on any row in the table to load the details..


Notice how the visible columns are marked with a star image. You could click on the star (or the property name) to toggle the visibility of the property in the table view.

For example, when you want to remove the Salutation and First Name and instead add Lead Source and Lead Industry, click on the relevant property names in the details view and see the changes getting reflected in the table view..


Once the property becomes a column in the table, it can then be used for sorting. Options to save the view settings either for self or as default settings to all users will be available soon.

The usual details view is still available, where you can also view the lists of related records.

We would be glad to hear from you on what you would like to see in our Google App Engine powered iFreeTools CRM. Check out the features and feel free to send in your feedback.

Sales Opportunities Pipeline (Funnel Chart) is now available in iFreeTools CRM

Sales Opportunities Pipeline (Funnel Chart) which was in the works, is now available as part of iFreeTools CRM.



This comes after our initial support for charts added in the Leads module.

As an additional option, we have also included a horizontal-bar-chart in all chart views.

Apart from the Sales Opportunities Pipeline, two more chart views have also been introduced in the Opportunities module, which are Open Opportunities By Source and Open Opportunities By Owner. These charts show the opportunity amount (or potential) aggregated based on source/owner, displayable in Horizontal/Vertical Bar charts or in Pie charts.

We would love to hear your feedback on the application.

Support for charts was actually taken up earlier than planned, after users got in touch with us requesting for the same. Go ahead and check out the CRM built for Google App Engine / Google Apps and let us know what you would like to see soon in this application. You can use the feedback form in the application or send a mail to raj@sahasvat.com.

Google And Its Effects on CRM - You have seen nothing, yet !!

We Blog CRM has post on Google And Its Effects on CRM (a couple of months old).

The blog post points out how applications like Google Docs and Calendar can be good CRM tools and goes on to describe how the current players like Salesforce and Zoho CRM are integrating with Google applications.

Another aspect of Google's effect on CRM has not been given specific mention and rightfully so, because, though there is a potential in that angle, there were no concrete examples to talk about - at least at the time of that post.

That angle is : The effect of Google enabling more low-cost CRM vendors to come into picture due via the App Engine platform. Google App Engine has evolved a lot since its debut in April 2008. Now the platform has a lot more features and JVM support (which enables Java and other JVM based languages)

One such app to take advantage of the platform is our very own http://crm.ifreetools.com, which came out with the Alpha version less than a month ago and seems to be the only application working to be a full-fledged CRM app, based on those listed in App Engine's Application Gallery.

We at iFreeTools believe this will not remain so. There will be a lot more players dropping into the CRM / business software scene, which is now becoming more of a commodity. I had mentioned this in a comment on Zoho's blog titled "Why we compete with Google" - at that time I was still an employee of Zoho (then called, AdventNet).

Deploying such App Engine applications on Google Apps domains is as easy as "Add a Service" from the dashboard and then adding a CNAME (DNS entry) to map a sub-domain.


But, how far can such apps go ?
Will they be able to at least match the core features of the current breed of SaaS applications ?
How feature rich can such applications be, given the restrictions inherent in the App Engine platform ?
Will Google Wave have a bigger role to play ?

All this, we will have to wait and see. All I can say now is, watch out for more of Google's effects on CRM.