Design a database/CRM system
- or -
Post a project like this- Posted:
- Proposals: 4
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- #1249841
- Awarded
Description
The records will detail where the dog came from, the dogs full information, who has handled the dog, how often it has visited the vets & boarding kennels, along with the full veterinary records.
The records should enable us to identify how much each dog has cost to purchase/breed along with the cost of it’s time (ie vets bills & kennelling bills) in the Puppy Development Programme.
We want to be able to look at each breeder & see a quick list of dogs we have purchased from them & their current status.
We also want to look at each handler & be able to see a quick overview of the dogs they have handled, the dogs status, the dates they had them to & from, along with the cost of kennelling & vets bills.
When the dog goes into boarding kennels or to see the vet, we want to be able to create the entry with the information & also be able to upload the corresponding invoice to the entry.
• Set up general contacts
o Kennel/business name
o Contact name
o Address
o Phone number
o Email address
o Website
• Set up breeders
o Kennel name
o Contact name
o Address
o Phone number
o Email address
o Website
o Link to dogs purchased from breeder – want to be able to see all dogs purchased from a particular breeder along with the dogs status
• Set up handlers
o Name
o Address
o Phone number
o Email address
o Link to dogs handled by handler – want to be able to see all dogs handled by a particular person along with the dogs status
• Set up veterinary practice
o Name
o Address
o Phone number
o Email address
o Link to dogs seen by veterinary practice – want to be able to see all dogs treated by the vet practice
• Set up boarding kennels
o Name
o Address
o Phone number
o Email address
o Link to dogs boarded
• Set up dogs – front overview of dog. When clicking on a dog want a quick overview of the following information:-
o Name
o Date of birth
o Collar Number
o Breed
o Colour
o Sex
o Microchip number
o Breeder – link to breeder
o Breed register reference – link to register
o Pedigree/generation family tree – link to other dogs in generation tree
o Current status – In Development Scheme // On Course // Operational // Sold – link so that if you click on one of the statuses a list of all dogs under that status will appear¬¬
o Current handler – link to handler record
o Running total of vet costs
o Running total of boarding kennel costs
• Set up dogs – tabs for dog records
o Handler details
Date to handler
Date from handler
o Vaccination dates
Date given
Vaccine name & batch number
Vet practice visited – link to vet practice
Date next due – reminder functionality for vaccine due
o Worming treatment
Date given
Type
Date next due – reminder functionality for worming due
o Veterinary treatment
Date given
Symptoms
Diagnosis
Vet practice visited - link to vet practice
Treatment given
Cost
Invoice – ability to upload invoice against record of visit
o Boarding Kennels
Date in
Date out
Reason
Boarding kennels visited - link to boarding kennels
Cost
Invoice – ability to upload invoice against record of visit
o Equipment Issued
Date issued
Date returned
Equipment description
Reason for issue
o Equipment Issued
Date issued
Date returned
Equipment description
Reason for issue
o Dog Status
Current status
Date of status change
If sold - Sold price
If sold – General Contact information
Dave H.
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Hi Dave,
Do you have an existing website with access to the control panel?
If so this could be used to host the system.
Kind regards,
Carl. -
Hi Dave
As a dog owner / lover this would be an interesting project so would love to talk to you a bit more about it.
Will the invoicing and invoice generation need to be done via the system or will you just need to upload a pdf as a record?
Do you have a deadline for this to be completed? Is all of the hosting in place?Dave H.14 Aug 2016The invoice would only be a document storage on the entry.
We would not generate any invoices through the system, but would want to store any invoices against each dog record.Nick H.14 Aug 2016Hi Dave,
Thanks very much, that all makes sense now.
Will you need multiple logins (So for example a Dave account, Ian account etc etc)?
Is there any flexibility in your budget?
Thanks
Nick -
Hi Dave,
1) You are considering "Design a database/CRM system" as a the web system?
2) You are flexible with the budget?
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Vitalii