| Project: | ProjectPier |
| Component: | Code |
| Category: | feature request |
| Priority: | normal |
| Assigned: | davey |
| Status: | open - needs more info |
Jump to:
Description
We really need a customer database in our projects preferably in a tab just like files and messages. We want this inside PP and not have an external database. This is quite acute for us and we would have needed it yesterday.
It is going to be a database with customer name, contact and notes (just like comments). This list is going to be sorted on different dynamic statuses like not called, call again, done, not interested and so on.
To do this I need some help to get me into the code. Where shall I create the tab and where shall I create the mysql table? This feature is quite like a sorted message list with all messages in the important messages list and maybe it's possible to go from the messages code?
check out the development documentation to get started with the code and subscribe to the development mailing list to discuss this with other developers. I think a short cut solution would be fairly simple to put together. However, I would like to see something similar to the way highrise (http://www.highrisehq.com/tour) is done. Another short cut solution would be to intergrate highrise with ProjectPier.
I should also point out if you haven't already noticed there is the Clients portion of the system, which could be used to store information on people like a contacts database without needing to provide them access to the system. Something to also consider - is your client information specific to different projects?
-Ryan