System logging all possible events for any given contact in Manchester, Sheffield, Leeds and Liverpool

The basis of any CRM is that you should be able to look at any customer and see all of the emails, faxes, letters, calls, meetings and notes attached to them. The client can use their CRM system to capture the following events for any contact (only a small subset of the full list is shown here):

sending or receiving an email
sending a letter (the letter is generated automatically)
logging a phone call
creating an appointment
sending an invoice
raising a delivery note
creating a sales report
taking an order

Almost anything which happens in this CRM system generates an event, and all such events are captured and can be accessed. This was part of the integrated system managing customers, products, orders and invoicing built by Wise Owl for Park House Healthcare, a manufacturer of pressure-relieving equipment.

You can see more details about this project below:

See a summary of the challenge for this System attaching events to customers
See an outline of our solution for this System attaching events to customers
See sample screenshots for this System attaching events to customers
See a summary of the technical approach for this System attaching events to customers

Experience by system, software and commissioning department in the Manchester area, Yorkshire and Cheshire
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