Callback System

Sample screen

System overview - callbacks created automatically

This is a very sophisticated callback system.  The callbacks come from three sources:

  1. Users can manually create a callback on a "Notes" tab, or
  2. The system automatically creates a callback for the same date whenever a new quote is created, or 
  3. The system automatically creates a callback in two months whenever a new prospect is created.

Interesting features - automatic date calculation

 Automatic date calculation:  The following shows the original date on a callback:



Let's say the user decides they don't want to do anything now, they want to wait a month.  Instead of typing in the date, they can just type in "1 M" (meaning "1 Month") and the system puts in the correct date for them: 

 
It just saves a few keystrokes if you're doing easy things like months, but it's really helpful if you want something like "3 weeks" - most people would have to consult a calendar to figure out the correct date.

The options available for this are:

  • D = Day,
  • W = Week,
  • M = Month, 
  • Q = Quarter, and
  • Y= Year

This is yet another Peck Tech invention!


Would you like to see how I can make your system more powerful and easy to use?  Contact me now and I'll get right back to you.



Peck Tech Designs - consultants providing creative custom software development, integration, Internet web site programming, database design, and application and data conversion to clients in Connecticut and throughout the USA.

Copyright Rachel Peck 2003 - all rights reserved
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