G
Guest
I am trying to create a database and need major help and don't know where
to get help! I am starting an telephone answering service and would like to
create a database to manager client info, call info, invoices, etc.
I have a general idea of what I thought would work, but I am open to any
suggestions! I thought of creating a switchboard with all my clients names.
When you click on the client name you are taken to another switchboard that
would contain call log info (each call detail for that company, customer's
info who called in, whether they scheduled an appt or left a message, etc),
invoices for the client, a multi-tabbed "workbook" with the clients
information, phone lists, trouble shooting, etc. and a way to be able to
print/email a report of all the calls for one particular day or date range.
I have spent hours and hours and have gotten no where with this! Can
someone PLEASE help? If so, please email me at (e-mail address removed). I
would greatly appreciate it. If you suggest that I pay someone to set this
up for me and have a suggestion on who might be able to do this or would like
to do it yourself please contact me as well.
Gina
to get help! I am starting an telephone answering service and would like to
create a database to manager client info, call info, invoices, etc.
I have a general idea of what I thought would work, but I am open to any
suggestions! I thought of creating a switchboard with all my clients names.
When you click on the client name you are taken to another switchboard that
would contain call log info (each call detail for that company, customer's
info who called in, whether they scheduled an appt or left a message, etc),
invoices for the client, a multi-tabbed "workbook" with the clients
information, phone lists, trouble shooting, etc. and a way to be able to
print/email a report of all the calls for one particular day or date range.
I have spent hours and hours and have gotten no where with this! Can
someone PLEASE help? If so, please email me at (e-mail address removed). I
would greatly appreciate it. If you suggest that I pay someone to set this
up for me and have a suggestion on who might be able to do this or would like
to do it yourself please contact me as well.
Gina