Forums

Customer Database with duplicate checker

phillie 24 Apr, 2014
Hello, I've been searching for a piece of software and I think Chrono could do the job for me, but before purchasing I'd like to seek some advice to see if this is achievable.

I want to create an address database (customer database) that will allow a few users (8) to input data, if a user enters a record that is already in the database (based on a specifiable amount of characters being the same in certain fields i.e. customer name and first 3 characters of the post code are the same) it will send an email to advise a duplicate (or possible duplicate) has been added. Also one of the fields will be marked "vulnerable" yes or no, if there is a duplicate record already in the database marked as "vulnerable" it will give the user a message advising that this person is already in the database and is a vulnerable person (this is to ensure that our marketing team do not contact them).

After entering any records the user will no longer be able to access the records without searching via a unique number, as they will have to go back and update records but they are not to be able to freely see all records they have entered. Also certain details like the full address and phone number are to never be seen my the user again.

There will be users with higher access level that can see and search / filter / export all records if they wish.

Is this the right piece of software that I need? If this is achievable I will purchase it and have a go. I'm not a programmer but have used joomla quite a bit (i'm more of a graphics man) I've looked at many other packages to try to sort this but they don't seem to do it. The "TASK CONTROL" feature looks like it might be able to do this for me?

Could someone please tell me if this is feasible, if so which software do I need to buy and what will the support be like in setting this up?

Thanks a lot!

Phil
GreyHead 24 Apr, 2014
Hi Phil,

It is certainly possible to build this using ChronoForms - but . . . it's best seen as an application that will probably use several forms and some listings. It's not just one simple form! It may also require some coding knowledge to get it all working (PHP / MySQL / possibly JavaScript).

Off the top of my head . . .

a) One main data entry form. The On Submit action of this form would include the code to check for possible duplicates and the save data and send emails accordingly.

b) One search & display form for users to re-access their submitted records.

c) One filtered listing for higher access users

d) Possibly view/edit/print version for the higher access users.

You can test out and use ChronoForms without payment. The free version is fully functional.

The latest version is CFv5 - personally I'm more familiar with v4 and would probably use that but either should be capable of doing this.

Bob
phillie 24 Apr, 2014
thanks for your reply! I may have some trouble with the php coding part, is it possible to pay to have this set up?

thanks
This topic is locked and no more replies can be posted.