System overview - callbacks created automatically
This is a very sophisticated callback system. The callbacks come from
- Users can manually create a callback on a "Notes" tab, or
- The system automatically creates a callback for the same date
whenever a new quote is created, or
- 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
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.
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