What is the best way to track customer activity?

[tolmarc]

I'm a bit new to sugar, so maybe it's simpler than I think.

I've got accounts of customers, and I want to track the job I do for them. I write research topics on their request, and there maybe several each month. I want that for each client I will be able to track any report sent, and to attach the report to the account.
In the end of the month I could see in a glance how many reports I've send him and to bill him accordingly. the reports are billed differently each time so I need to track some basic information about the report requested.

what is the best way to handle this? this is something that I can do in MS Access very easily, but would like to accomplish this in access in order to integrate with my accounts data.

Thanks for any suggestion.

[chrislynch8]

A simple custom module that is related to the Accounts/Clients would be the easiest approach. You can create the module and have it contain any information you wish to track, have a relationship between your custom module the the Note/Attachments module and this is allow you to attach the report?

So for example, if you look at Account A in the subpanel your custom module will show your every report you've sent and by clicking into it you can see what hte report was about and will be able to see the attached report also.

Rgds
Chris

[madmat]

Maybe you want to try supertimesheet?
www.supertimesheet.net

I bought the full version, but even the free version does pretty much what you described above.