Customer Database

[AlliedPianoCraft]

Dean, I use the flag feature (click on the flag). A dialoged box comes up with "Flag to:" I put in 3 months, 4 months 1 year etc. For a year I add an "a" before it so it stays in chronological order. "Due by: I input the reminder date. When you open Outlook, all the reminders come up on the date with the clients name.

Al Guecia
  ----- Original Message ----- 
  From: Dean May 
  To: 'Pianotech List' 
  Sent: Saturday, April 12, 2008 11:12 AM
  Subject: RE: Customer Database


  Al

   

  When you say you put in the due date, what do you mean? There is no due date field in an Outlook contact record. Do you mean you set a reminder appointment in the calendar? 

   

  Are you using regular Outlook, or do you have the business manager add-in?

   

  Dean

  Dean May             cell 812.239.3359 

  PianoRebuilders.com   812.235.5272 

  Terre Haute IN  47802

   


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  From: pianotech-bounces at ptg.org [mailto:pianotech-bounces at ptg.org] On Behalf Of AlliedPianoCraft
  Sent: Saturday, April 12, 2008 10:19 AM
  To: Pianotech List
  Subject: Re: Customer Database

   

  Michelle, I have been using Outlook for all my customer information. I set up a date when the piano should be tuned again and it reminds me when the date comes up. Each time I tune the piano I put in the new due date. It also keeps all my tuning records, quotes, temp & humidity etc. All this information syncs with my PDA. You can use it to send your email also. It also has a great lookup feature. Last week a customer calls using a different name. (Her granddaughter had called originally.) She said she wanted to go ahead with the work I had quoted her. I couldn't find the record, but she gave me her address. I did a lookup with the street and her record came right up. Works great for me. I keep all my income information in Quickbooks.

   

  Al Guecia

    ----- Original Message ----- 

    From: Michelle Smith 

    To: 'Pianotech List' 

    Sent: Saturday, April 12, 2008 9:01 AM

    Subject: Customer Database

     

    Hi guys.  I've been talking to my brother-in-law (who is a programmer) about creating a customer database for my business.  It would of course have all the usual fields concerning customer information, piano information and date the piano was last tuned.  The thing I'm really wanting that I haven't seen in other software programs is for it to send me reminders based on when the piano was last tuned instead of when it should have been tuned.  For example, I have a customer set up for reminders every 6 months.  If they wait a couple of months to have their piano tuned, I want the program to automatically shift future reminders based on their most recent tuning date.  

     

    In addition to this, we're working on a feature that would automatically send e-mail reminders to customers.  

     

    This information would hopefully be transferrable to a spreadsheet on my PocketPC then I could also conceivably enter the info at the customer's home and then sync it with the main database when I get home.  

     

    Has anyone seen a piece of software like this?  I don't want to reinvent the wheel.  

     

    Michelle Smith

    Smith Piano Service

    Bastrop, Texas

     

     

     
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