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Lead Follow-Up Database

This is a free Lead Follow-Up PHP script. The script allows your sales staffs to enter sales leads in a database (MySQL) and set the date of a follow-up notification email for each sales lead.

The script will email to a staff to remind him of the follow-up on the date he specified in the database. A staff can search, add, view, edit, and delete his/her leads but can not see other staffs' leads. ( The administrator can always view all leads. )

Ver 1.08
LF201-108

Download

License

GPL

Demo

Installation Guide

Tuesday, December 18, 2012

Lead Follow-Up Database Updated to v1.08

Lead Follow-Up Database was updated to v1.08 with SMTP Authentication feature.

Quick Feedback to Tom, the developer

If you have any suggestions or find any problems, please leave them as a comment down below. we'd appreciate the feedback!

Name:
Subject:
Comment:
Email: (Will not appear online)
Posted by veni
2016-09-29

i had Problem to send email notification when i refresh /staff/notify_follow_up.php i got mail error like this (mail_sent=0, mail_error=1) and i also need email config details.
Posted by Tom
2016-09-29

You can find more information about the email error in the table tpl_genlog. Use phpMyAdmin to check the last record of the table.
Posted by Bijay
2016-09-22

Tx For reply Tom
I saw in tbl_genlog

id=1037
date=2016-09-20 17:10:40
ip address=::1
sender=NotifyFollowUp
subject=Email Error:nitinktyagi@sparkeng.in
body=EMAIL ERROR : FALSE

CEmail v1.41
FALSE ... Read More
Posted by Tom
2016-09-23

So, it didn't return any error message other than FALSE. I think there is something fundamentally wrong about it. The cause should be outside of the script configuration. Maybe PHP or mail server is ... Read More
Posted by Bijay
2016-09-20

Hey Tom ,
Your script is osm , but i had prodlen to send email notification when i refresh /staff/notify_follow_up.php i got mail error , i have smtp server and i also edit smtp detail in program . ... Read More
Posted by Tom
2016-09-21

Hi,

>i had prodlen to send email notification when i refresh /staff/notify_follow_up.php i got mail error

You can find more information about the email error in the table tpl_genlog. Use ... Read More
Posted by Brian
2016-06-10

Tom -

Thanks for your comment below. As a follow-up question then, what port does the email sent out through? I can create a tunnel to my SMTP host, but, that doesn't seem to be working and i am ... Read More
Posted by Tom
2016-06-11

>what port does the email sent out through?

It uses the value specified by smtp_port in php.ini file. You can override it by adding the following line to config/config.email.noify_follow_up.php.
... Read More
Posted by Brian
2016-06-09

Hi - great program - excited to check it out. My SMTP host requires TLS so i am running into an error:

EMAIL ERROR : 530 Must issue a STARTTLS command first

How can i resolve this? Please let me ... Read More
Posted by Tom
2016-06-09

Sorry, TLS protocol is not implemented. It does basic authentication though. You have to use a protocol other than TLS.
Posted by Beaster
2016-06-02

Your project is FANTASTIC!!! I was looking up for something like this a long time. I have only one question - for me as "greenhorn" in PHP is sometime very hard to read and understand PHP code this ... Read More
Posted by Tom
2016-06-03

Hi,

Thank you for your nice comment! You can say this is MVC structure though it's not really clear in academic sense. A unique point of the script is that it's designed in such a way that you can ... Read More
Posted by Oscar
2016-05-26

Dear: Tom you are the best I did it. Thank you.
Posted by Tom
2016-05-28

You are welcome :)
Posted by Oscar
2016-05-25

But where I have to put this code

$this->sys->AuthSession->GetV( "username" );

to get the Picture for every User is login, I can get name but I wan to add the picture with name, if I used other ... Read More
Posted by Tom
2016-05-26

>But where I have to put this code

Use it when you need to get the username of the user currently logging in.
For example, the following code will display the username in a template file.
... Read More
Posted by Oscar
2016-05-23

Dear: Tom
I will like to ad the picture in the file as a user name. I have this code:

<td><div align="center"><img src="images/Ospath/<?php echo ... Read More
Posted by Tom
2016-05-24

To get the usernmae, please use this code:
$this->sys->AuthSession->GetV( "username" );
You can find an example at web/staff/include/tpl.body.header.inc.php, LINE 3.
Posted by Oscar
2016-04-30

Dear: Tom

where can I Find the CSS file to change the color the top bar and to the text

and change the color to the text boxes

Regard
Posted by Tom
2016-05-01

Hi, You can find the css in web/staff/js/dmenu/css/dmenu.css.
The background of the top menu is actually an image. The path to the image is web/staff/js/dmenu/images/bg_menu.png.
Posted by Oscar
2016-04-26

Dear: Tom
I wil like to know if is possible type the Zip code and get the State and the Citi Automatic. do you know how to do that.
Exp>
If I type 12345 so I can get Automatic the Detail in the ... Read More
Posted by Tom
2016-04-27

>I wil like to know if is possible type the Zip code and get the State and the Citi Automatic. do you know how to do that.

Hi, it's called Auto Complete. Well, it's beyond the scope of this Feedback ... Read More
Posted by Trajce
2016-04-11

Location : CDatabase/CMySQL::InsertRecord
Message : Insert Record (tbl_lead) : Column 'rlog_create_user_id' specified twice
Posted by Tom
2016-04-11

Hi,

>Location : CDatabase/CMySQL::InsertRecord
>Message : Insert Record (tbl_lead) : Column 'rlog_create_user_id' specified twice

Have you modified the code? If not, there must be something ... Read More
Posted by John
2016-03-04

What meaning of the acronyms used in the naming of the files?
aso, df, asc, res, slib, tpl?
Posted by Tom
2016-03-07

Hi,
df=definition file
res=resource file
slib=static class libraray
tpl=template
asc,aso=? (I can't remember. It's so long ago!)
Posted by Oscar
2016-02-18

Dear: John
I will like to know how can I add new table in the same scrip. I do have two
1-Lead
2-Staff

I will like to add one more, how can I add a new one
Posted by Tom
2016-02-20

This haven't been documented yet. There are a few locations that are a bit too tricky to describe. I plan to make tables attachable/detachable in the next version.
Posted by martin warutere
2016-02-09

How do i set up a cron job as per the installation guide?
Posted by Tom
2016-02-10

In most rental websites, you can schedule your cron job in a control panel such as cPanel, Plesk. If you are not sure about how to access your control panel, please ask your web administrator.
Posted by martin warutere
2016-02-04

Sorry i was trying to create a lead as an administrator instead of a staff.Thank you for your advice.
Posted by Tom
2016-02-05

All right!
Posted by martin
2016-02-01

i created a staff account and after loging in as a staff i clicked the leads button but i am not seeing the create new lead button
Posted by Tom
2016-02-03

Maybe, you created an admin account instead of staff account. That's why you didn't see "Add New" button. Well, that's the only possibility I can think of.
Posted by martin
2016-01-29

i have followed all your instructions up to this stage.

Entering leads
Open web/staff/index.php in your browser. Log in as one of staffs you registered in the previous step. Click Lead from the top ... Read More
Posted by Tom
2016-01-30

>i am unable to create leads.Please help

So in which step did you get stuck? Did you see the Add New button?
If so, what happened when you clicked it?
Posted by Oscar
2016-01-28

I trayed but is not working I don't know how to do that.
Do you have any Idea, How to do that.?
Can You Help me.
Posted by Tom
2016-01-30

>I don't know how to do that.
Well, you just have to give it a try. Keep modifying it until it works. That's how you integrate any modules to your own code!
Posted by Oscar
2016-01-27

I sow this page I thing is CSS
http://www.imaputz.com/cssStuff/bigFourVersion.html
but I will like to know if I can do the same with this Scrip

Thank You for you Help
Posted by Tom
2016-01-28

OK, I got what you meant by "freeze." I think it's possible. Try it!
Posted by Oscar
2016-01-25

Dear: Tom

I will like to Freeze the head of viewer result in the main page.
Posted by Tom
2016-01-27

Hi, I am not sure what you meant by "freeze" Maybe you don't want users to interact with the search page? If so, you can remove the search criteria inputs, sort buttons, pagination buttons from the ... Read More
Posted by Trajce
2016-01-25

Hello Tom

Is there any chance to remove delete button from staff page.

Thanks
Best regards
Trajce
Posted by Tom
2016-01-25

To prevent non-administrators from deleting records, first you have to disable it in the backend code. To do so, open web/staff/app/cls_ps_lead.inc.php and add
if ( !$this->sys->IsAdmin() ) exit;
... Read More
Posted by Oscar
2016-01-23

Dear: Tom
How can I freeze table header in datashow page. in the tpl.lead.search.inc file

Thanks For your Help
Posted by Tom
2016-01-25

Hi,

>How can I freeze table header in datashow page

Sorry, I didn't understand what you meant by "freeze table header." Would you clarify it?
Posted by Oscar
2016-01-20

Tom How can I Increase the Font Size.
Posted by Tom
2016-01-22

>How can I Increase the Font Size.

You can edit the css file. Find css files in web/staff/css/ folder. Look for font-size items. For example,
font-size:14px;
Increase the size like:
... Read More
Posted by Oscar
2016-01-20

Dear: Tom I need to Auto Sort with Id First Column how can I change the code and where is so I can change.
Posted by Tom
2016-01-20

Open web/staff/app/df.fieldlist.inc.php in a text editor and
find the following array.
... Read More
Posted by Martin
2016-01-13

Is it possible for one to add or remove fields in the records form?
Posted by Tom
2016-01-13

Hi, How to add/remove fields are not documented but this script is internally very similar to Address Book Script. You may be able to use the Address Book Script guide for adding fields to Lead ... Read More
Posted by Trajce
2015-12-02

Hello Tom
First great script and congrats. But i have some problem when i try to search on the admin panel. Every time i use a search sequence got the error:

Critical Error : Wrong Page Sequence ... Read More
Posted by Tom
2015-12-02

Hi,

>Critical Error : Wrong Page Sequence

There are two possibilities I can think of for that.
(1) Your webserver is not set up right.
Maybe, this is the first time you use PHP in your website and ... Read More
Posted by Juan
2015-11-04

I want use my own form. it possible?
i have a lot form, it possible use it?
Can i capture the code for post, form.
Posted by Tom
2015-11-12

>I want use my own form. it possible?

No, is't not possible.
Posted by John Than
2015-10-12

Thank you for the script...

May i know how can i attach PDF file for lead?

Thanks in Advance.
Posted by Tom
2015-10-18

>May i know how can i attach PDF file for lead?

Sorry there is no file field in this database.
Posted by Ashwinkumar
2015-10-09

thanks, for the solution. Its got rectified.
Posted by Tom
2015-10-09

All right!
Posted by Ashwinkumar
2015-10-07

my follow up email are reaching my inbox at a delay of approx 6 hours, pls help
Posted by Tom
2015-10-07

>my follow up email are reaching my inbox at a delay of approx 6 hours

The PHP timezone is not set right. You can set PHP timezone in php.ini or you can add this command at the top of the entry ... Read More
Posted by Oscar
2015-09-23

Dear: Tom
in Lead Follow-Up Database: how can I make every body view every body data. only administrator can add and delete new Users.
Posted by Tom
2015-09-24

Hi,

> how can I make every body view every body data.

There isn't an easy way. in Lead Follow-Up Database, each user views separate record sets. To make the data public, you have to remove the ... Read More
Posted by Rodrigo
2015-09-21

What is the purpose of Button_default ?
It is positioned on top: -100000mm
Posted by Tom
2015-09-22

Hi,

>What is the purpose of Button_default

If you hit the enter key while the input focus is on one of the input boxes, IE behaves differently from other browsers. The hidden button fixes IE's ... Read More
Posted by Jonatan
2015-08-13

I need to create a select field (combo box), where your fill, depends on the value that has been selected in another combo box.
For example, state => City.
It's possible?
Posted by Tom
2015-08-19

Hi, there isn't a turn key solution implemented for that but it sounds like you can add the feature by writing javascript.
Posted by oscar
2015-08-08

How can add more column in view result and add more option in search area like follow up
Posted by Tom
2015-08-11

Hi, please customize the template(web/staff/tpl.(table-name.)search.inc.php.
Posted by Jonatan
2015-07-08

First congratulations, great script!!
I wonder how I leave a text box disabled on search?
So that, I fill it with a pre-determined value and the user can not change.

Thanks
Posted by Tom
2015-07-09

Let's suppose you want to fix the value of the first_name field to "John". Open web/staff/tpl.(table-name).search.inc.php and find a php code like shown below:
... Read More
Posted by Jill lim
2015-03-15

Hi Tom,

is it possible to have a default sort to username in admin panel?

i tried XA_INIT_ORDER_BY=>'username DESC' but it doesn't seems to work.

Thanks
Posted by Tom
2015-03-19

Yes, it is and what you did is correct. Probably, you just refreshed the page, which doesn't make the change effective. You have to start from the top menu to see the change.
Posted by Spencer
2015-03-14

Hi Tom,

I've added a new page similar to the admin page to add / delete / change the value of the 1 parameter ("Company").

I can get the search form to work as i wanted, the record count is correct ... Read More
Posted by Tom
2015-03-19

Hi, I'm not sure what you are trying to do but I think you want to display or hide some parts of the page depending on the user type? If so, you can use the following condition in templates to excute ... Read More
Posted by Spencer
2015-03-12

Hi Tom,

I had reference 1 of your old post to populate dropdown list from 1 of the table (tbl_company) within database and was successful.

Now, when i perform a search with the new search ... Read More
Posted by Tom
2015-03-19

Hi, Your direction is correct. Then why doesn't it work? Well, I think it's just an ordinary bug you have to find & fix. Trace the code execution to figure out the cause!
Posted by James
2015-03-01

Never mind earlier post. Turns out under staff accounts you can add leads, under admin no. I thought I remember adding leads with admin account, oh well must have imagined.
Posted by Tom
2015-03-03

OK
Posted by Ken Anklovitch
2015-02-25

I got that solved Tom.

Ken
Posted by Tom
2015-03-03

All right!
Posted by Ken Anklovitch
2015-02-25

Hi Tom
I can't figure out how to remove the Addnew & Delete buttons on the tpl.staff.search page. In one unique adaptation of your incredible script I have only 4 records that I do not want anyone ... Read More
Posted by Tom
2015-03-03

Open web/staff/app/cls_ps_staff.inc.php and find the following four blocks
... Read More
Posted by Ken Anklovitch
2015-01-28

Hi Tom
After all of my experimenting and setup I am now ready to go live with my application. Is there a chance I can reset the ID code in sequence after the first record?
Thanks
Ken
Posted by Tom
2015-01-29

>Is there a chance I can reset the ID code in sequence after the first record?

How about exporting data using phpMyAdmin and importing it back to the table? When you import it, don't import IDs, so ... Read More
Posted by Ken Anklovitch
2015-01-13

Hi Tom
I realized I had to make my own php form to query the lead table. I have now got it working the way I want. It's a struggle but it is definitely worth while to figure out how I can customize ... Read More
Posted by Tom
2015-01-29

Glad to hear that!
Posted by Ken Anklovitch
2015-01-10


I've got exactly what I want all figured out Tom.
Ken
Posted by Tom
2015-01-29

Yes!
Posted by Ken Anklovitch
2015-01-10

Hi Tom
I figured out how to change the top menu text but I am still working out how to change the text on the log in page. I really enjoy trying to figure this out.
Thanks
Ken
Posted by Tom
2015-01-29

Great!
Posted by Ken Anklovitch
2015-01-04

Hi Tom
I figured out that I needed to include the config.selection.inc file like it does in the address db.

Thanks
Ken
Posted by Tom
2015-01-06

All right!
Posted by Ken Anklovitch
2015-01-03

Hi Again Tom
What I would really like is to use drop down list boxes in both the leads and the staff tables. For example I will have staff and leads from every Canadian province so it would be ... Read More
Posted by Ken Anklovitch
2015-01-01

Thanks Tom
This is exactly what I need to manage my business. I have added all the fields I need and as well changed the screen layout to make it specific to my business. Basically you have given me ... Read More
Posted by Tom
2015-01-06

Glad to hear that!
Posted by don
2014-12-09

Instead of using localhost for e-mail, is it possible to add your own e-mail server credentials
Posted by Tom
2014-12-20

>Instead of using localhost for e-mail, is it possible to add your own e-mail server credentials

Yes. You can set it up in web/config/config.email.noify_follow_up.php.