Business contact manager for SOHO use?
Gilles Ganault
I'd like to find a basic PHP+MySQL contact manager, so that we can
keep a list of our customers, and a contact history (ie. whenever they
call us for a problem, it'll be in the file). There may be other nice
features I should know about, but I don't want any of those enterprise
softwares like SugarCRM etc. that are just too complicated.
Actually, I'm thinking of a cross between a contact manager and a
bugtracker, since customers usually call for issues and (more rare)
suggestions.
Seen anything like this?
Thank you.
The Natural Philosopher
Sure, but usually written by me.
Its really not hard.
In my case there are four tables
Customers
==========
Full contact details
Employees
=========
The people handling the problems,
Tickets
=======
A support ticket for every issue that is raised, with a status, who
started it, which customer its associated with,which manager is
responisble for it, and which support person its currently assigned to.
Date when opened, date last action taken. Urgency.
Notes
=====
Free form text associated with an interaction between a support person
and a problem, time stamped, and with employees stamp on it too.
Possibly also a BLOB field fotr an upladed file.
E.g.
June Bloggs
1/1/2008
"Tried to replicate problem and found bug. See attached file.
Referred to Muggins for code fix."
Thats the basic SQL database details.
Then a few forms to add a ticket,
review selections of tickets, buy customer, by support person, by
urgency, by age, etc etc.
Plus a ticket updating system to add further notes.
You need a login system for employees and a way to distinguish support
staff from support manaagers as well.
> Thank you.
Gilles Ganault
wrote:
>Sure, but usually written by me. Its really not hard.
I know, but I don't have time to write and maintain this. Why didn't
Google return anything simpler than entreprise-grade contact managers
like SugarCRM, Compiere, etc.? SOHO users also need some basic CRM
software.
The Natural Philosopher
Sure, that's why I am writing what I am writing. ;-)
If you can wait a year...
Gilles Ganault
wrote:
>If you can wait a year...
Unfortunately... :-)
I think I found one, although it's US-centric, so I'll have to make a
few changes so it's locale-independant: