Client Logs

  • moozarkgrl
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moozarkgrl created the topic: Client Logs

I've created a simple form for employees to choose client and then log time spent on each client.(client list) One section is phone calls and one section is tasks.

I've created several forms (many more complex than this....) but I'm stuck when it comes to "reporting" the actual client information submitted from this particular form.

I want the account manager to be able either by selection or otherwise an account with subtotals on time spent for each client.

Is this doable?
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mihaela replied the topic: Client Logs

Hello,

I am not sure what you want to achieve. What should the account manager be able to do?

If you mean that you want that account manager is able to view records form employees to find out how much time they've logged in the form, then the best solution for that is to use our free component ContentBuilder crosstec.org/en/downloads/contentbuilder-cck-for-joomla.html .

Let me know whether this is what you wanted to ask.

If this is not what you wanted, please explain a bit more.

Regards,

Mihaela
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moozarkgrl replied the topic: Client Logs

My apologies. I have content builder already and am using for some reporting on some of the forms I've designed.

My problem is with totals and subtotals in the reporting. Multiple people will be inputting phone call conversations as well as performing tasks for multiple clients. The manager needs a report that she can get subtotals by client so she can do more effective billing.

I've probably missed it but haven't been able to find how to total and subtotal in CB. I can export to Excel and do this but want this to be viewed online.

Thank you very much
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mihaela replied the topic: Client Logs

Hello,

Ok, now I am closer to understand what you want to achieve.

There isn't a simple way to achieve what you want, it requires some coding, or to be more precise you have to write queries to database table containing the info.

You could have a form with reports for each client.

In Before Form pieces you would write an sql query for #__facileforms_records to query for sum of submitted values as explained in this topic crosstec.org/en/forums/15-usage/125233-s...a-column.html#231330 .

Another solution, if you don't want to have the whole report, but that user selects a certain client and then gets a total and subtotal, that is more complicated since it would require ajax call to database, similar to explained in this topic crosstec.org/en/forums/1-forums/125334-m...m-list.html?start=12 .

Let me know whether this helped. If you have more questions, feel free to ask.

Regards,

Mihaela
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moozarkgrl replied the topic: Client Logs

Thank you Mihaela. This looks a little beyond my skill set, lol. I'll put it on the back burner until I become more proficient, LOL
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mihaela replied the topic: Client Logs

Hello again,

Ok, I hope that with time you will manage to do it.

Regards,

Mihaela
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