I have a couple of questions on how to. |
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djjay007
Valued Customer
Joined: February 27 2012 Location: WI Status: Offline Points: 27 |
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Topic: I have a couple of questions on how to.Posted: February 27 2012 at 4:51pm |
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I literally
just purchased ***, and I feel I was too hasty. I really like the
format of the calendar and the layout to the company vs. the customer. I am looking for a format to be able to simply
do the following.
1- Client
check date
2- Client
put in request for quote, based on packages they can see but not price, sort of
a build your own quote.
3- Client
login for planning forms.
4- Guest
login for music requests.
Both
of you do that to some degree. But what I need to tweak it to do is.
1- I
want a program that will allow me to make reminders sort of like in outlook.
tasks if you will for reminders to the customer (forms due by such date), and
to me (client paperwork not in yet for client).
2- I
want to append my music to the expanded music dbase. I am a bilingual DJ and i
want to add my library of music to the one you have online. (***
does that, so I am sure there is a way to do it with you).
3- I
would like to have a custom form for Credit card payments. I use an online terminal
from Bank of America, and I would need simple things to be able to transmit. So
I want to have a insert info here for credit card payments.
4- and
lastly i would like reminders for satisfaction surveys to me, or automatically
based on the event closing date, and even a reminder of past customer anniversary’s
in the calendar (in the form of tasks).
If
some of this requires specialized programing I am willing to discuss that. Even
though I am a single op, I need to simplify this portion of my life, BADLY.
If
some of these functions are currently available, I would like to know how and
also if I paid to have custom forms made would you use the image of my current
form as an printable form and just "fill" in the fields with the text
from the online questions?
Eagerly
awaiting your reply.
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DJEP Support
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Joined: August 10 2003 Status: Offline Points: 14087 |
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Posted: February 28 2012 at 11:23am |
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Good chat today. Let me know if you have any questions!
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djjay007
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Joined: February 27 2012 Location: WI Status: Offline Points: 27 |
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Posted: February 29 2012 at 4:02pm |
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You were awesome. I am so glad we spoke. You answered a tone of questions in a concise and informative manner.
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DJEP Support
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Joined: August 10 2003 Status: Offline Points: 14087 |
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Posted: March 01 2012 at 3:07am |
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Thanks :)
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