I built a simple CRM with toolset for a small charity who call their clients, update their records etc. They can add notes and update the client info - it works really well and the client love it so much they've asked me to build another one for another dept.
However, the new department have asked for a basic reporting function. For example, how many calls were made by an agent. Is there any way to do that within toolset? Or are there any other 3rd party plugins which might integrate with it to achieve that? Every time the agent calls a client they add a note, so is there a way to count the number of notes made by an agent in a time period?
Thanks in advance!
Hi, it depends on what a "note" is, and what an "agent" is, from a technical perspective, as well as the desired output type. For example, if Notes is a Custom Post Type, and Agents are WordPress Users, then you could use Views to generate a list of Notes posts by a specific author in a given time period, and output that on the front-end of the site. Or you can use the Views PHP API to determine the number of results in that View programmatically, and you can use that information to build a custom report in PHP. So it depends on the data structure and how you want to provide the report. I would need to know more about the data structure and the desired output format.
Thanks - the agents are WP users, and notes are a custom post type. I'll have a go building a view that counts particular time periods and see how I get on.
