Oracle's Little (less expensive) brother

What we want is bassically a smaller and less expensive alternative to Oracle. An interface for our staff to manage their clients, and a planner of any tasks required regarding each client, with a MYSQL backend

This will also be integrated with outlook using an application, that will match the email address being sent to against the database, and if a match is found store the details of the email? under the corresponding client.?

## Deliverables

**Main Project ??" Javascript and PHP (AJAX?):**

((Note: Login details to the site we want to model will be provided when a bidder is selected.))

We basically want an oracle equivalent all of our own. We need an interface that our staff can each have a log in for, the information to login will be Name, Position and Password. Name will be their name, role will be their role and the password of their choice. All staff names and roles will be given to the programmer to create a database to match logins against. The staff table will also contain their email address, for reasons specified below.

When staff are logged in this interface will allow them to enter details of new clients in to a database, and there will be several fields of information to be entered over a period of time, regarding the stage of the buying, or enquiring process the client is at, i.e. brochure sent, deposit paid etc.

The exact fields will be:

Linked Staff Member ??" this field will have the default value of the staff member who's table it is.

Staff Email address - required

Client name ??" Required

Client Email - optional

Client address ??" optional

Client telephone number - optional

Date of enquiry/entry - required

Property/country of interest - required

Actions taken ??" ? required - This will be an expanding field, when data is entered into one, another one becomes available using Javascript. ?

Correspondence ??" optional filled in automatically from integration with outlook see Sub Project (below)

Actions Due ??" optional - This will be integrated with the outlook calendar using a separate application, explained in the Sub Project section below. The field will actually require two entries, Date: and Required Action.

Progress report - required

?

The data submitted through this form will go into a MYSQL database table. We have our own server and Network which all staff are on, so this can either be a web based PHP, program, or We are open to other methods to interact with the DB on our server, the latter eliminating the need for SSL. We will have a separate table for each member of sales staff, and when they login they will not only see this form. But below the entry interface (form) they will also see a simplified copy of their databases table. This will show a list of their clients names, and actions due, 10 at a time, with a next button to display the next page of ten clients, and also a drop down for if they want to show more results on one page.

The only complication with this part of the project is the necessity of displaying a slightly different form if a member of customer services logs in, or a member of the media department logs in. This only needs to be a cosmetic change, i.e. the text being displayed for what to enter in the inputs must change, but the same names, (<input name="the_same">) can be given to the fields, and they can go into the same fields in the DB table. However, for the different, roles, the results being returned of clients they have in their table, will need to have the role specific headings also. The only three fields that will stay the same regardless of role are: Linked Staff Member, Staff Email address, Actions Taken, Actions Due, Correspondence, and Progress report, other fields will be changed as follows.

If role = media {

Client name = journalist/editor ??" required

Client email = Email address - optional

Client address = publication ??" required

Client telephone = Contact no. - optional

Date of enquiry/entry = date of contact ??" required

Property/Country of interest stays the same, but will be optional for media staff

If role == "customer services" {

Client name = contact name ??" required

Client address = address ??" optional

Client telephone = Contact no. - optional

Date of enquiry = date of contact ??" required

Property/country of enquiry = Issue/Enquiry ??" required

We will also require additional fields to be added on the form for sales staff, or administrators to input

If (role == "sales" || role == "admin") {

Extra fields required are,

Passport No. - optional

Driving Licence no ??" optional

Place of birth ??" optional

Country of Residence ??" required

Nationality ??" Optional

National Insurance no. ??" optional

File upload for any scanned copies of the above ID's to be added one at a time - optional

CHRON JOBS:

We would also like a daily Chron-job setting up to run a script to go through all entries in all tables, and if the date of enquiry = more than 2 weeks in the past, and all the above inputs are still empty, then an alert is sent by email, to all members of staff who's tables contain a match. The email will contain the client name and ID number of all matched fields.

And another daily Chron job at 9am each day, to run a script searching the Date field of the Actions Due section, and on any containing that days date, emailing the staff member who's table it was found in, with the action required, and the clients name, email address and phone number.

**Sub Project - Outlook Integration (C++, VBasic)**

We will require the programmer to write an opplication to integrate the staff's Outlook 2007 email and calendar's to their database table.

So if they send an email, the email address will be checked against the email addresses in their database table, and if a match is found the following will be entered into the Actions Taken field of the matched record, Email sent $date, Subject line: $subject_of_email. The date the message was sent and the text of the message will be automatically entered into the Correspondence field.

We will also require this application to have a synchronise feature, so if the member of staff clicks synchronise, any entries in the outlook calendar will be tested against that member of staff's database table, checking any numbers against phone numbers in their table, and checking any text against the name filed of their table, and if any matches are found, entering the entry from outlook into their database table into the actions due field, on top of any values that are currently stored in the field, not overwriting. And the same will be required in reverse, to put any entries in the staff member's actions due, where the date is in the future, into their outlook calendar on the corresponding date. The values put into the Outlook calendar will be Client Name, and Required Action.

The synchronisation process should also be done every time outlook is opened or the interface online is logged into. And allow our staff to schedule the process to be done every 10mins, 30mins, hour etc.

?

?

C プログラミング Java JavaScript PHP

プロジェクトID: #3882996

プロジェクトについて