php/mysql only.
I need a client contact page added to my web site so I can keep tabs on phone calls, notes, and all my client's contact info and quotes. here is what I want.
I want a form where I can querry the database by name, phone number, web address or customer number.
I also want to be able to pull a list of records by their client status, either potential, current or past client.
The customer number should be automatically assigned when i add a new client.
info that needs to be collected: name, address, cell, office and home phone numbers, web address, e-mail addres (2), web design quote, monthly maintenance quote, and a box for notes. This box should be able to accept 10,000 characters.
I want to be able to pull up a client's record and be able to add to it or edit it.
I also want a place to indicate if the client is an active or past client or a perspective client.
I want to set it up so that it will automatically e-mail a monthly invoice to that client when the option is turned on on. It should collect the billing info from the info I have stored through this page.
There should also be a button in their page to indicate if we have received their monthly payment or not. I want to be able to pull a list of this info as well.
The admin page or control panel should only be password accessible.
Also need a place for me to enter information that I want it to e-mail back to me as a reminder at a future time. ie, if i need to call them back at a later time.
I have looked at many "out of the box" contact software and don't like any of them. they are typically too combersome.
This is pretty basic database stuff as I understand it. no fancy graphics or design needed. I will provide a simple template.
see attached file.
## Deliverables
1) Complete and fully-functional working program(s) in executable form as well as complete source code of all work done.
2) Deliverables must be in ready-to-run condition, as follows (depending on the nature of the deliverables):
a) For web sites or other server-side deliverables intended to only ever exist in one place in the Buyer's environment--Deliverables must be installed by the Seller in ready-to-run condition in the Buyer's environment.
b) For all others including desktop software or software the buyer intends to distribute: A software installation package that will install the software in ready-to-run condition on the platform(s) specified in this bid request.
3) All deliverables will be considered "work made for hire" under U.S. Copyright law. Buyer will receive exclusive and complete copyrights to all work purchased. (No GPL, GNU, 3rd party components, etc. unless all copyright ramifications are explained AND AGREED TO by the buyer on the site per the coder's Seller Legal Agreement).
## Platform
php/mysql on linux server