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Appointment setting and callback program: Log phone calls and set appointment dates and times for leads

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Appointment setting and callback program

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by Jim Smith - 3 years ago (2016-04-27)

Log phone calls and set appointment dates and times for leads

This request is clear and relevant.
This request is not clear or is not relevant.

+2

CRMs are too bloated, so I am looking for simple appointment setting and follow-up script/program that I can use locally using XAMMP on Windows 7.

  • 1 Clarification request
  • 1. by Manuel Lemos - 3 years ago (2016-04-29) Reply

    There are some packages that let you set dates in calendars but things like log phone calls and record customer is something for a more complete CRM package.

    Maybe some developer already has some thing ready to do that.

    • 2. by Jim Smith - 3 years ago (2016-04-30) in reply to comment 1 by Manuel Lemos Comment

      Hello Manuel

      Thanks for replying.

      Yes it is going to be challenge.

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1 Recommendation

Jquery Calendar Render: Render a date picker using jQuery calendar plugin

This recommendation solves the problem.
This recommendation does not solve the problem.

+2

by Anthony Amolochitis package author package author Reputation 445 - 3 years ago (2016-04-29) Comment

Here is a calendar render class.

I have created something that you are wanting, but not in a self contained package. It is more complex than a simple class. You will need a method to: 1. Set and store the appointments. I would say a database is good for that, but there are other methods too. I'd suggest a database with the appropriate tables. 2. A scheduled script to check and see if appointment notifications need to go out. 3. An email delivery system to send those appointments out. Make sure your emails follow best practices.

Hope this helps. Enjoy

  • 2 Comments
  • 1. by Jim Smith - 3 years ago (2016-04-30) Reply

    Thank you Anthony

    Have downloaded your calendar render class. I am sure that it will help.

    It's the db design and relationships that I am concentrating on to begin with.

    For the coding to make to do what I want it to do is what will present a massive challenge.

    Cheers.

  • 2. by Manuel Lemos - 3 years ago (2016-04-30) in reply to comment 1 by Jim Smith Reply

    Maybe you need to combine with other classes. Take a look at what else you need and post separate recommendation requests to ask for each component that may solve individual problems.


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