Web Client Tracking System 23.09.08
We are a small business, and need a system to keep track of our clients. Backend needs to be MySQL, front end PHP. I can build all of the HTML/CSS (complete with text areas, checkboxes, etc), such that all you need to do is connect these elements to PHP code.
System will include seven total pages.
Page 1: a login page that prompts for username and password. after logging in, our employees would be taken to the main page.
Page 2: Main page with links to the tracking system features. (Pages 3-7)
Page 3: Add client. A basic client info page, with 10-20 single line text fields (last name, first name, phone, e-mail, etc), a multi-line text area, and several check boxes. The most difficult part of this page to code will involve the ability for the user to upload a jpg associate with the client (clients often mail us paperwork, which would be scanned, and needs to be associated in the system).
Page 4: Search. This page is just a couple of search boxes that either search a specific field (name, age, etc), or a “search all” box that will parse through all of the database fields looking for a match.
Page 5: Results page. After searching for a client, there should be a results page, and each of the clients returned should be a single line (i.e. client name) that is a link to the client’s individual page
Page 6: Client page. This is just a page displaying all of the info saved about the client (from the Add Client page). It should also contain an “Edit client” link in case we need to update some info, as well as a “Delete client” link (with a javascript “Do you REALLY want to delete the client?” prompt).
Page 7: User page. This is a page with the list of user accounts at the top, options to add/remove users, change password. It would be nice if we could have 2 levels of this page (”admin” and “user”), so that admins can delete other users and or change those users’ passwords, but the normal “user” version would only allow that user to change their own password (and not delete other users, or modify other passwords).
Two other features…
1: Export link. We would like the ability to export the content of either a single client’s profile, or of the entire client database, to a simple text file (as CSV or whatever is fine). This would probably need to be implemented in two places.. first on the client page (a link that says “export client to text file”), and then second on the main page, that would be a link that says “export all clients to text file”).
2: Merge / Sync client info. We intent to have this simple tracking system running on both a remote server, and on an intranet. We would like to be able to independently use both databases, and then “sync” them to each other. I am open for suggestions of how to do this simply (For instance, using the “export all clients to text file” function from one database, and then “merge/import” that file into the existing database, with the database only overwriting client profiles if the imported profile has been modified more recently than the existing one.


















