Web Database With Search Mode
Hi
I need to create a web platform to store and retrieve notes from clients meetings. It needs to work on the following way:
- Sales people type online(or upload) a meeting note
- this meeting note is then sent by email (as a pdf attachement) to selected people (Authorized Users + selected email adresses)
- The meeting note is then stored (ideally in pdf) on the databasem stored online
- The meeting note is then available for Authorized Users
- the Administrator needs to be able to download everything in excel format
Authorized Users are invited to the site by email and are given a login and a password. The Administrator can select either the Sector (with an additional layer for subsector) or the Client Name to give access to a number of clients to the Authorized Users.
For example, if my list inlude Coca Cola, Pepsi, Evian and Fanta, the Administrator can give access only to Coca Cola or to Soda (Coca & Pepsi) or to Beverages (all of the examples). For each user, the Administrator should be able to modify the list of access right or to stop access and close the account. Each sales person should create its clients (with basic contact details) prior to create his meeting note.
thanks
