Currently we have a google form ftkd.ca that lands into a google spreadsheet, we either need a google script UI to layer on the sheet, migrate to an online database or use our Office 365 MS Access with sharepoint. We are looking to have a simple database with a UI designed. There are only about 30-35 fields. We need to be able to filter and/or sort by: age range, start date range, requested days, & location. We will also need to have running notes with each parent contact, the ability to attach emails to the contact, and a status field.
In a nutshell all the data comes via the form, then we update it, we differ from a sales pipeline in the sense that the newest lead is not always the hottest. When we have spaces coming available in our centres we need to filter our wait list to show us the closest matching families, then track our contact with them, then change the status from not contacted to: contacted, toured, parent package sent, enrolled, waiting or lost. With the lost ones no longer showing on the active wait list.
We would like the UI to be an interactive grid that filters on the fly, not reports.
Timestamp Preferred location Parent First Name Parent Last Name Home Address Prov Postal Code Preferred Contact Number Alternate Contact Number Email Address Child name Child last name Date of Birth Requested start date Requested Days Comments Add a child? 2nd Child name 2nd Child last name 2nd child Date of Birth 2nd Child requested start date 2nd Child Requested Days 2nd Child Comments 3rd Child name 3rd Child last name 3rd Child Date of Birth 3rd Child Requested start date 3rd Child Requested Days 3rd Child Comments.
Plus notes/tasks and status
We're open to a new form going on the website, if landing it in a dbase would be easier that way, as long as it doesn't compromise the criteria.