Your Golf Travel customer call monitoring system
Background
Your Golf Travel approached me about building them a system to better keep track of customer enquiries, in particular with regard to following up on enquiries at a later date. At the time their system was entirely paper-based and they felt that an online system would make them far more efficient and professional.
The system is built using ASP.NET 2.0 and C#, and the backend is a SQL Server 2000 database. It was important for the sales team to know which sales person had dealt with each customer, so the system makes use of the ASP.NET 2.0 Membership API, providing each sales person with their own unique login, and an admin login to perform more administrative tasks such as managing users within the system, and transferring the customer base from one sales person to another, should a sales person leave the company.
Interface
The layout is entirely controlled by CSS. Once the sales person has logged in, the application itself is split into two panels. The left hand panel deals with displaying the follow up call list for the sales person for that day and contains the search form for finding previous customer enquiry details. The right hand panel simply contains the new customer and enquiry form, making it always available. If a customer calls again, the sales person can search for them by name, and click the View button to display the full details and call history of the customer, as well as the details for the current enquiry.