CRM Application that can sync with XLS, SQL, PipeDream, or other as the database.
However, need:
Multiple users can log into customized CRM GUI and change fields in records.
Approximately 100 fields
There will be up to 30000 records
Fields will sync directly to XLS or
Fields will go into DB and DB will sync to XLS
If the DB or not, the back-end XLS can also be changed and would update the DB and sync to front-end users
We need to have 20 users. The name of the user, UN & PW can be changed by the administrator.
Administrators can sort records and assign records to users.
Users can only see their assigned records.
Field names will be static between GUI, XLS and DB. But:
1. Additional records need to be able to be imported.
2. An import function will need also need to be developed to bring in batch records from XLS, both new records as well as records that will replace existing records. Existing records would be overridden where specified key fields match, and then the priority of which field to override will be selected before import. IE When Field 1 matches Field 1 then join. Where join select field abc from the incoming record, and keep def on the existing record.
3. On the backend or in EXL a field needs to be able to be selected that limits what records each user can see. As records will be assigned.
4. An additional feature will need to be built where when certain fields in records match other records, they are highlighted, and a query can be called to list out where those match.
5. Fields can be inline edited in GUI or XLS
OR something else can serve as the database so long as there is an output in XLS that can sync with the database as well as the many users.