Platforms: Symbian OS, Pocket PC, Palm, Series 60, BlackBerry, Smartphone
Categories: Databases
Upload date: 3 Oct 11
Developer: Alastair Hillis-Wragg
License: Freeware
Downloads: 93 File Size: 76 Kb
Customer Management for HanDBase - This is a first pass at a Contact/Time/Expense and Problem management database. I think it pretty much works, but use it at your own risk. Email me if you see any problems. The way it works is simple, you have a main database call Customers where you can enter general information (phone, e-mail etc.) about you customer set. From this database there are 3 linked databases, Time management, for tracking how much time you spend working with a customer whether this is on site or not. When you create a new entry it starts to track the time but you must manually set the end time. Also it only works on a daily basis so you must create a new record for each day worked. Expense management, for tracking expenses related to this customer and whether they should be billed to the customer. You can also enter these expenses in the local currency and then use the Exchange Rates database to translate it back to your local currency. This database also calculates VAT. And finally mileage allowances, which is a little "hockey" as I use an entry in the Exchange Rates database call mileage to do this. Therefore the way I work out mileage rates is odd. I take the rate say 10.4 per mile and to make it work, divide 1 by it. So to get the mileage rate you would divide 1 by 10.4 giving 9.6154. Problem management, for tracking problems your working on for the customer, date opened, updated and closed with room for a problem number, short description and details Then I have added a MS Access database that takes the CSV produced from HDDOS32.EXE and creates an Expense, Time Worked and Problems report. Or you can do this through the usual method in HandBase I've supplied some example data.
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Requirements:HanDBase v.2.7x or greater
Supported operating systems:
Palm OS 3.x, Palm OS 4.x, Palm OS 5.x, Pocket PC 2002, RIM BlackBerry OS 4.2, RIM BlackBerry OS 4.3, RIM BlackBerry OS 4.5, RIM BlackBerry OS 4.6, RIM BlackBerry OS 4.7, RIM BlackBerry OS 5.0, RIM BlackBerry OS 6.0, S60 1st Edition, S60 2nd Edition, S60 3rd Edition, S60 3rd Edition FP1, S60 3rd Edition FP2, S60 5th Edition, Windows Mobile 2003, Windows Mobile 2003 Smartphone, Windows Mobile 5.0, Windows Mobile 5.0 Smartphone, Windows Mobile 6 Classic, Windows Mobile 6 Professional, Windows Mobile 6 Standard, Windows Mobile 6.1 Classic, Windows Mobile 6.1 Professional, Windows Mobile 6.1 Standard, Windows Mobile 6.5 Professional, Windows Mobile 6.5 Standard
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