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Database of clients and regular updating of data, Creation of client database (quick access and modification)
Hi everyone.

I am looking for tips and help regarding bitrix client database. We create deals on our clients and we would like to have regular updates on each clients as well once the deal has been closed.
Let's say we have already active clients and we would like to added new information to them every time when we see them. Docdesinger could maybe help? Some templates where we can place all information needed on regular basic. This template should be available for all our employees and they could edit it and view from tablet or PC.
The point is to keep track of details and their last action (sometimes with other employee) about clients. We need quick access and effective search as well. Available any time to access details of last visit of client and editation as well.

Please give me some advice how we could effectively create such a database. It needs to be quick search for each client, quick editation and quick view.

I have attached table with information needed for each visit.

Thank you in advance for your reactions and help

Roman
Hi Roman,

I guess you already know the basics (http://radsolucoes.com.br/en_us/bitrix24-faq-eng/71-how-to-use-bitrix24-keeping-the-records-linked) of using the several types of records in Bitrix24.

Do you also know that you can add custom fields to deal, quote, invoice, contact, company and leads records?
There are many types of fields (string, list, number, file, links to internal B24 items, etc.).
You could add fields to store your info, or links to word documents using the file field type.
This can be done on any of the record types mentioned above.
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Ronaldo Radünz

Bitrix24 Gold Partner
http://www.radsolucoes.com.br
Thank you for your quick respon Ronaldo.

However it's still time consuming for us. We need for each client very simple and quick accessible database without opening files. We're speaking about very limited time and certain person won't have enought time to do all neccerry changes and updates. And we are speaking about too many notes in raws.

Well will see and try as much as we can.

Thank you

Roman
Hi Roman,

I see...I guess then the options you have are either use a custom application based on the Cloud API or modify the source code of the self-hosted version.
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Ronaldo Radünz

Bitrix24 Gold Partner
http://www.radsolucoes.com.br
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