Have contacts consisting of service providers and prospective clients. Need to assign prospective clients to a particular service provider. Then, need to be able see views/reports sorted by providers, provder's city/state, etc. Then, need to be able to easily send out invoices or Status Reports to the Service Providers. For example:
Have 100 consultants (service providers). Periodically, I get people who need consulting. I match them up with consultants. I charge consultants a small fee for the referral. So, I need to easily track the relationships and be able to send correspondence to the consultants - either an invoice or a "referral activity" report showing them who they've been assigned. Correspondence will need to be via email, fax or mail.
2006-07-05
07:46:23
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3 answers
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asked by
tommyboy
1
in
Programming & Design