• Status: Solved
  • Priority: Medium
  • Security: Public
  • Views: 438
  • Last Modified:

PHP based customer notes / information system

I'm looking for an open source web-based documentation / note taking system for me to keep a record of important information about my clients and a record for my own reference and for legal purposes of what work I've done for them.

I wrote my own system a little while back and I've been using it successfully up until now but I think I need something a little bit more robust. Currently what my system can do is:

- Maintain a list of clients (basic information like name, company, etc. to identify the client)
- Write text based notes for that client, organized optionally by group, sorted by date
- Optionally attach a file (e.g. PDF, JPG, exported email .EML file) to the note
- Quickly preview a list of all notes taken for any given client

I've attached some pictures of my existing system.

What I'd like is a system which can do that, but also supports as much of the following as possible:

- Rich text notes with some basic formatting (e.g. bold, italic, font size, color etc.)
- Encrypted secure notes (for storing private info like passwords / credit card numbers)
- Multi-user capability with tracking for what user wrote what note
- Mobile support, at least read-only (e.g. blackberry, android, iphone friendly mobile site)

Any ideas? Sounds kind of like a Customer Relations Management program or a Knowledgebase/Helpdesk type program.

My main focus is that it needs to be fast - minimalistic approach and a minimum number of mouseclicks to get stuff done.

Screenshot of my existing "customer portal"
Screenshot of my existing "customer portal"
0
Frosty555
Asked:
Frosty555
  • 3
  • 3
  • 2
  • +1
1 Solution
 
Aaron TomoskySD-WAN SimplifiedCommented:
If you don't mind the funny syntax, a personal wiki is prettyneat. A full blown mediawiki is really easy to setup or there are personal alternatives. Pretty good writeup ere
http://www.lifehack.org/articles/technology/the-quick-dirty-guide-to-personal-wikis.html
0
 
Aaron TomoskySD-WAN SimplifiedCommented:
If you want mOre of an issue tracking system I've used eventum with success.
0
 
aderse02Commented:
I have two different recommendations for this one:

1) Spiceworks:
It is designed for tracking helpdesk tickets and networking information, but could be used for your purposes as it contains an awesome reporting function as well as people tracking, etc.

2) Joomla CMS:
Custom build your own CRM fast with Joomla and BreezeForms.  I've recently completed a small project where I had to build a CRM for my company and I was able to do it within a week.
0
Improve Your Query Performance Tuning

In this FREE six-day email course, you'll learn from Janis Griffin, Database Performance Evangelist. She'll teach 12 steps that you can use to optimize your queries as much as possible and see measurable results in your work. Get started today!

 
Frosty555Author Commented:
I have a personal wiki setup already actually - that was my first attempt before building my own little application to do it. It was okay but ultimately too much work to get in and out of. Wikis are good for organizing a compendium of knowledge, not really a slowly growing accumulating collection of notes / history.

Spiceworks looks PERFECT, I didn't realize that such a thing existed and it actually helps solve some other problems I've been meaning to find a solution for. I need to investigate it more though. Any tips or pros / cons you can give me about Spiceworks? What is it good at / not so good at?
0
 
aderse02Commented:
I've been using Spiceworks for about 4 years and it keeps growing.  There is an extensive user forum that will help with anything you might have a question on as well as constant updates that keep impressing me.  It now can track Computer Warranty information, event logs, you name it.

It's customizable too!  We've been tracking our helpdesk tickets through this software and we've been able to add additional fields to track.  It generates instant emails to users with any updates to a ticket, so it's very good with keeping everyone in the loop.

I definitely recommend at least trying it out.  It is its own web server so I recommend installing it on a virtual machine if you can and follow the install instructions.  If you do install it and need any help, let me know.  I'll try to assist where I can.
0
 
Frosty555Author Commented:
I'm poking around with Spiceworks now, and it is a pretty neat tool but I'm thinking it isn't going to be exactly what I need. It seems to be really oriented around the "IT Administrator in a big company who needs to inventory / manage their network" type scenario.

My case is more "IT Consultant who has many different small to medium size clients that he needs to keep notes on".

Spiceworks has done a pretty good job of inventorying my own network, and its actually quite cool all the stuff you can do with it, but I think I am going to need to install a Spiceworks server on *every* client site, which might not be feasable.

I'll continue to look at it in more depth and I think it is a great tool but it might not satisfy my needs.
0
 
Andrew DerseIT ManagerCommented:
Check out this website.

You can monitor all of your clients sites from 1 spiceworks dashboard...haven't done it personally because all we use is the helpdesk functionality of it...we don't track inventory or anything like that...

http://community.spiceworks.com/feature_request/show/Inventory/90

0
 
Andrew DerseIT ManagerCommented:
By the way...I was the one who posted as aderse02, but my company decided to get one of their own experts login, so I'm required to use that now.
0
 
Frosty555Author Commented:
Hmm okay, that might just work then if I can get Spiceworks to work in a "multi-user" environment. I can maybe offer some kind of remote monitoring service as part of my IT package, and if the client doesn't have a suitable server of their own I can provide a cheap PC for them.

Cool, so where do you want the points NUKIT? On your NUKIT account, or on aderse02? Or split?
0
 
Andrew DerseIT ManagerCommented:
The NUKIT account please as I am removing the aderse02 account soon.

Thanks!
0
Question has a verified solution.

Are you are experiencing a similar issue? Get a personalized answer when you ask a related question.

Have a better answer? Share it in a comment.

Join & Write a Comment

Featured Post

Cloud Class® Course: Ruby Fundamentals

This course will introduce you to Ruby, as well as teach you about classes, methods, variables, data structures, loops, enumerable methods, and finishing touches.

  • 3
  • 3
  • 2
  • +1
Tackle projects and never again get stuck behind a technical roadblock.
Join Now