Accounting system based on google docs

Question

Google

Task: to organize a system for registering clients for invitations to a seminar once every two weeks.
Initial data:
— Three managers;
— Each manager is assigned his own number of clients (Organization name; Client's full name; Phone; E-mail; Statuses);
— Statistics on issued invoices, paid invoices and invoices refused to pay.

Implementation: Google Spreadsheets ( see example )
Question: The only thing that is not solved gracefully is the "history" of the client. In the history of the client, I want to see:
- the date the entry was made, the time, the text.
- records can be from one to seven per client.

Super task: it would be great if the manager could use the Google calendar to set himself “reminders” to call back in half an hour; call back tomorrow at 13:00, etc.

Attention! We tried a lot of things: 1C, Megaplan, highrise, etc. Please do not offer. All this is not suitable for specific tasks. Everyone has their own characteristics, but the most important thing is missing - setting a mass task for the manager (for example, call these hundred organizations to Olga), and secondly, there is no transparency for the project administrator (how many have already been called, how much is left, how many invoices have been issued, how much has been paid) . Therefore, please do not offer ready-made solutions.

Answer 1

What you wrote can be done by any student in a week. Why don't you order what you mentioned here? This will make the work of managers more convenient, I assure you.

Answer 2

Look at Bitrix 24. There is a mass addition of tasks, there is control over their implementation. Directly select the necessary contacts with daws and click “add a task” at the bottom, and managers then put down the status of completion for each.

Answer 3

What is the question? Here are the API links that should solve the problems: developers.google.com/apps-script/guides/sheets , developers.google.com/apps-script/uiapp developers.google.com/apps-script/reference/calendar/ Like how they allow you to create forms for entering history, put it where you need it and pull the calendar for the desired event.
I don’t think this is a task that can be solved at once, so you better not freelance. I am sure that for a fee, someone will undertake to understand the API, make sure that the task is feasible using the API, and, in fact, write a script. True, it is not so easy to find a person who ALREADY knows this API and has experience with it.

Answer 4

And about Delphi, it's not efficient to write a native application that works with a remote Windows-only database. You cut off functionality for yourself. In your case, a web engine is the best option, no matter what it is based on (php, ruby, python). In the case of a web engine, you can access the database on any operating system (Linux, MacOS), as well as smartphones, which I think is important in your case. In addition to this, you can restrict access to the client base, debug backup, in case of data loss (including intentional, when a disgruntled manager decides to demolish it). You can come up with convenient filters for searching for clients and a convenient notification system for managers.
Think about it.

Answer 5

In general, it is not necessary to look for a third-party solution, but it is better to add on the basis of existing Google SPreadsheet tables. At the moment, thanks to Google Apps Script, it is possible to form a full-fledged CRM from a simple table, which is convenient for new employees to perceive. I can help with expanding the existing solution: add a record of the full history of work with the client, develop integration with Google Calendar.
- access to the history of the client in separate tables automatically generated by the script:
- automatic notification of upcoming meetings, events;
- sending letters to clients with one button directly from the table;
- control of "forgotten" clients - resumption of work with inactive clients.
- etc.
If interested, I suggest contacting [email protected]

Answer 6

Look at ru.opencalls.me - if it suits you, we will help you make a case.