Upgrades to web database
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Post a project like this3880
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- Posted:
- Proposals: 3
- Remote
- #314027
- Awarded
Description
Experience Level: Intermediate
Estimated duration: 5 to 10 hours
Description: Log a Lead is for entering Client details that we want to do business with or want items of equipment or service.
The table is contact.
The first user type is an administrator (admin) which can view all records and users which can view their own records and edit all fields.
The second type of user is the ‘assign’ field which is a staff number looked up from cpdusers table where the staffnumber gives the full name by joining first name lastname.
The last type of user is the ‘lby’ which is the person who logged the call we will want these to be able to view the records they logged, but not edit, they will particularly want to view the company, date logged (full name of assign) and the comments as well as flag if it has a liveid not = 0 which means we have made an appointment and it is a live record.
1) Give me a button to show all records where assign = blank.
Show records and allow to edit as above.
2) Create 'user page' remove this field
Filter By Surveyor:
Check that ‘search’ works to retrieve records just for this surveyor.
3) For ‘lby page’ show a page for the lby (person) with the following fields company, surveyor, Live (yes/no) with fiters current month, last month next month, all time.
4) 7)
Create a stats page with dashboard of records for admin
Surveyor Total Leads Missed calls No set call date Due this week Due next week Made live this month
(joined name from staff number of ‘assign’ field linked to CPD staffnumber Count of records by surveyor Count of records with date passed Count of records with no set date Count of records due this week Count of records due next week Count of records made live this month
Staff name New this week New this month Leads not assigned Leads made live Total of leads
(Joined name from staff number of ‘lby’ field linked to CPD staffnumber Total of records entered this week for lby staffnumber Total of records entered this month for lby staffnumber Total of leads not assigned ‘assign’ being blank by by lby Total of leads made live ‘liveid’ Total count in lby for this staffnumber
Description: Log a Lead is for entering Client details that we want to do business with or want items of equipment or service.
The table is contact.
The first user type is an administrator (admin) which can view all records and users which can view their own records and edit all fields.
The second type of user is the ‘assign’ field which is a staff number looked up from cpdusers table where the staffnumber gives the full name by joining first name lastname.
The last type of user is the ‘lby’ which is the person who logged the call we will want these to be able to view the records they logged, but not edit, they will particularly want to view the company, date logged (full name of assign) and the comments as well as flag if it has a liveid not = 0 which means we have made an appointment and it is a live record.
1) Give me a button to show all records where assign = blank.
Show records and allow to edit as above.
2) Create 'user page' remove this field
Filter By Surveyor:
Check that ‘search’ works to retrieve records just for this surveyor.
3) For ‘lby page’ show a page for the lby (person) with the following fields company, surveyor, Live (yes/no) with fiters current month, last month next month, all time.
4) 7)
Create a stats page with dashboard of records for admin
Surveyor Total Leads Missed calls No set call date Due this week Due next week Made live this month
(joined name from staff number of ‘assign’ field linked to CPD staffnumber Count of records by surveyor Count of records with date passed Count of records with no set date Count of records due this week Count of records due next week Count of records made live this month
Staff name New this week New this month Leads not assigned Leads made live Total of leads
(Joined name from staff number of ‘lby’ field linked to CPD staffnumber Total of records entered this week for lby staffnumber Total of records entered this month for lby staffnumber Total of leads not assigned ‘assign’ being blank by by lby Total of leads made live ‘liveid’ Total count in lby for this staffnumber
Davenport C.
100% (11)Projects Completed
11
Freelancers worked with
9
Projects awarded
39%
Last project
25 Sep 2016
United Kingdom
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