file management software wanted!

April 30, 2012 at 15:53:53
Specs: Windows 7
hi guys, im after some help from you guys and the members on here.
My company deals with a lot of insurance clients for whom we have to meet tight dealines with paperwork submission. Is there anything out there that i can buy/download which will allow me to do the folowing. Open a new task/file and input name, ref number, contact details for the client. Then i want the softwear to set reminders for 5 or 6 'events' such as client contacted by (date), client seen by (date) client assessment paperwork submitted by (date) client treatemtn commenced by (date) client discharge paperwork submitted by (date) invoice submitted by (Date) cleint payemtn received by (date). Then I want to be able to open a day view which will list things such as Mrs smith assessment appointment, Mr smith assessment paperwork due, mrs clarke (needs contacting) etc. Id also want to be able to print off week long lists of 'to do's' for a week or a list of all the discharge reports and their due by dates. DOes anyone know of anything that will fit this bill or do i need to get something designed myself. Thanks

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#1
April 30, 2012 at 17:21:22
The amount of software out there is fantastic in both commercial and opensourced.

This link for example is a simple set of pre-made virtual machines that have software already added in. http://www.turnkeylinux.org/?quickt...

Programs like filemaker pro and access and openoffice could be used to create a simple to some very exotic apps.

There are online creators that can make cloud based or html accessible forms.

You could create this maybe. Depending on how good you are with ruby on rails or some other form of creator. I believe that even Adobe has some tools to create web based apps.

Text, talk, drive...CRASH.

Hang up and drive @#$%^^


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#2
May 1, 2012 at 06:16:57
What you want is done by CRM (Customer Relationship Management) software.

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#3
May 1, 2012 at 06:59:54
Have you DAGS for "calendaring software"?

Your requirements sound pretty much like standard calendaring tasks.

To-Do's, appointments, tasks, recurring events, etc.

Am I missing something?

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