Client Management Database
Hello,
I am in need of a php database driven script for inserting information about clients.
I am currently using an excel spreadsheet to do this and want to now
put it online, and offer it to my website visitors.
Side Note: I will be using Amember for user management and, if possible, this client management script will need to tie into that login for each user. If not possible, we can come up with another solution.
(Excel file attached for visual help.)
There will be 3 tabs that access 3 different (but similar) sections.
TAB 1: For Active Clients
TAB 2: For Potential Clients (Prospects)
TAB 3: For Past Clients (Previous)
TAB 1 Overview:
In Tab 1, for the active clients, each client will have its own ROW
and there will need to be 8 COLUMNS to enter text (including client
name, birthday, start date, rate…)
Then next to the 8 columns, there will be 5 columns where I could rate
that client on a scale from 1-10 on 5 different factors. THEN
finally, 1 column will need to give the TOTAL of those 5 numbers
multiplied by 2.
This will naturally need a SAVE, EDIT and DELETE field button, along
with a MOVE button (to be able to move a listing via checkbox from TAB
1 to TAB 2 or 3, for example).
NO SEARCH function is necessary. All data will remain visible on the
screen at all times since there will be no more than 20 – 30 listings
in total. I will also need an ADD FIELD/ROW button to add a row for a
new client, if the fields aren’t already visible.
Please see the attached excel file for an example of the layout. And this Google Doc for more specs:
https://docs.google.com/Doc?docid=0AThv9wATlvHVZGRmc2JzcWJfMzBoajl0NHhjbg&hl=en
Please let me know what programming languages (Ajax, php) you intend to use. If I can answer any specific questions, send them my way.
Thank you.
-Joshua