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Client Database

The document outlines a customer management system with various input fields, including customer status, gender, birthdate, and source type, along with features for notes and attachments. It describes functionalities for follow-up management, such as viewing upcoming follow-ups, editing customer information directly from a table, and exporting data to Excel. Additionally, it includes suggestions for improving user interface elements like background aesthetics and telephone linking options.

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Benjytox Benjytox
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150 views2 pages

Client Database

The document outlines a customer management system with various input fields, including customer status, gender, birthdate, and source type, along with features for notes and attachments. It describes functionalities for follow-up management, such as viewing upcoming follow-ups, editing customer information directly from a table, and exporting data to Excel. Additionally, it includes suggestions for improving user interface elements like background aesthetics and telephone linking options.

Uploaded by

Benjytox Benjytox
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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1. Customer Status is a pull down menu with fields with 4 fields 11.

11. Sales section has type I type in, date I can type in or pull from pop up calendar, a pull down
2. Gender is M for Male or Female menu with three fields such as Approved, click Paid box and note box
3. Birthdate can be entered manually or from a calendar. 12. Notes lets me add a new dated note each time I speak to the client. I can also type or copy
4. Eligible can be eliminated and paste into a pop up note box.
5. Type of Source: This tells me where the prospect comes from. It is a pull own menu that I 13. I can add attachment to the notes.
am also able to add to as need be. 14. Physician and Medications sections let me type in the name of a doctor or medication with
6. Clicking email links to my email program and opens window with email address in it. a note box beside it.
7. Telephone there should probably be Telephone 1 and Telephone 2. It would be good if it 15. Physician Search is 8 companies I del with that lets me click to the URL I have programmed.
could link to my cell phone and auto dial but if this is hard to do it is not necessary. 16. Sales ink does similar.
8. Action is a summary that can scroll for as many words as I put in 17. 17. General Note: I want to change the background to something more attractive.
9. Action priority is 1-5 pull down menu
10. All other fields in the middle section are ones I write in
TABLE

1. I can click to a table that shows me my follow ups for the next 10 days sorted by date . It shows the important fields from the data base with the date of the follow up, priority and other
fields I have put in to use.
2. I can click a customers name which will click to his profile page.
3. I can email from the email link.
4. I can change the FU (Follow Up) date from here or any other information in this table without having to click to the client profile page.
5. I can export and import all data to Excel. I can also set up templates I can reuse of the fields I want to export.

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