Hello,
A client of mine has a requirement where he wants to offer products/services to different clients in the financial market. He will speak to them and wants to identify their potential needs for services. Then, he wants to update the contact or account with those needs.
Later on, when he is visiting a geographical area, like Chicago, he wants to be able to see all the people who had an interest in lets say 3 or 4 different services.
My challenges:
1. Using a "multiple entry list" field makes the search view ugly because it grows vertically on the list view if there are 6 "tagged services"
2. Create a module called "Services" with a one-to-many link to contacts or accounts records the information correctly, but then I can't figure out a way to search for Multiple services at once, and see a list view of all the accounts or contacts.
3. JasperReports/Zuckerreports seems to only allow Parameters to be "one entry". So, I can create a report to look for City and Service, but not Services.
Someone please help. The goal is for a non computer literate person to be able to search for a few services and a city and then see a list view of all the contacts (or accounts, whatever) with the name, city, address, and a "checkbox" so we can integrate with the Synolia Google Map Plugin (to get driving directions or to visualize where they all are in a city, for planning purposes).


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