Talks about business processes. This is what they call CRM. Now I worry when folk dictate the exact format of a client ID. Most of use don't carry our client ID in our head.
That is, when John McVinney calls you want to have your CRM pick off the phone caller ID and toss up their CRM quick info up on your screen. This is how it's done in the best of systems.
Failing that you can type in the name yourself.
After a while you may look at CRMs like Salesforce.
Hey folks. I'm hoping someone might be able to point me in the right direction. Let me preface this question by saying that I and my coworkers have no knowledge of database software.
Currently, my small company uses an Excel spreadsheet as our database. However, this is obviously very limiting in its abilities. What I'm looking for is in easy-to-use program that can automatically generate a client ID field. For example, a typical client ID consists of the last two digits of the year – followed by a four digit number. An example would be 15–7750. It would need to have various fields of data, such as description of project, client address and billing information etc.
So what we are imagining, would be create a new entry that automatically generates the aforementioned ID field, and the user simply filled in the rest of the information. One hugely limiting factor of an Excel spreadsheet, is only one network user can actually use the spreadsheet at a time. We would like a program that will allow multiple people to access the information or create entries at the same time. An additional feature would be for our staff to have the same capabilities of access and creation from mobile devices such as iPhones or iPads. Finally, we deal in multiple PDF files for every client. An example would be a copy of an invoice, laboratory results, and a report. It would be great to be able to load these files into the database as well so that anyone accessing a particular client entry would also have access to these documents as well.
It MUST be accessible from networked Windows PCs in the office, iPhones, or remote laptops in the field.
We do have a small office server, if that would be of any help.
Thank you for following my ramblings, and we would greatly appreciate any suggestions.

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