1. © 2003 By Default! A Free sample background from www.awesomebackgrounds.com Slide 1 Week 3  Backend Construction  Create your own CRM Please Visit: http://www.jandcconsultants.com/school/http://www.jandcconsultants.com/school/ to download all the PowerPoint Slides for the different weeks

2. © 2003 By Default! A Free sample background from www.awesomebackgrounds.com Slide 2 PHP Backend Review PHP Backend PHP Backend –File Structure index.phpindex.php –Main File that processes all commands functions.phpfunctions.php –Contains all functions that will be used for backend uservariables.phpuservariables.php –Will grab all of the information for a user logging into the database and store it definitions.phpdefinitions.php –All Definitions pertaining to the backend variables and files and other information can be housed here

3. © 2003 By Default! A Free sample background from www.awesomebackgrounds.com Slide 3 CRM What is a CRM? What is a CRM? –Customer Relationship Management  Keeps track and organizes all current and potential clients/customers and their information. You can continually upgrade and add more features to your CRM to keep your Website on the cutting edge!You can continually upgrade and add more features to your CRM to keep your Website on the cutting edge! With a good CRM – your company can literally go PAPERLESS!With a good CRM – your company can literally go PAPERLESS! Here are some examples of additional features you can create and add to your CRM: Here are some examples of additional features you can create and add to your CRM: –Purchasing Information  Keep track of all purchases and billed out for every customer. –Logging  Every time you make a call, or email a client – you can make a notation in your CRM. This helps you keep up-to-date on every action that your customer or you take associated with that account. –File Server  Upload files associated with the client CRM Implementations

4. © 2003 By Default! A Free sample background from www.awesomebackgrounds.com Slide 4 Setting up A CRM Steps to Setup a Simple CRM from your admin package Steps to Setup a Simple CRM from your admin package –Create Option & Link  Define an option for the CRM (For example, 3) use CRM (For example, 3) use CRM –Create Button  Create a button for your CRM in the main menu, you can also add it to the footer if you like –Create Option Handling  Locate the switch($option) code and add a case for the CRM (For Example, add “case 3:”)(For Example, add “case 3:”) –Create The Submenus  There are 2 default Sub-Menus for a CRM, different features for the same concept View / Edit / Remove existing CustomersView / Edit / Remove existing Customers Create New CustomerCreate New Customer –Add The Functionality  Create the functionality for all of these different options – here are examples of functions you might use getCustomers()  Grabs all Customers from the DatabasegetCustomers()  Grabs all Customers from the Database getCustomer($id)  Grabs a specific Customer by their IDgetCustomer($id)  Grabs a specific Customer by their ID removeCustomer($id)  Grabs a specific Customer ID and deletes from the databaseremoveCustomer($id)  Grabs a specific Customer ID and deletes from the database insertCustomer($id, $otherdata1, $otherdata2)  Inserts a new customer into the databaseinsertCustomer($id, $otherdata1, $otherdata2)  Inserts a new customer into the database updateCustomer($id, $otherdata1, $otherdata2)  Updates a current customer in the databaseupdateCustomer($id, $otherdata1, $otherdata2)  Updates a current customer in the database

5. © 2003 By Default! A Free sample background from www.awesomebackgrounds.com Slide 5 Your Turn! Create a new folder on your desktop and name it “lastname_firstname” so mine would be “kozel_jared” Create a new folder on your desktop and name it “lastname_firstname” so mine would be “kozel_jared” –Save all of your files associated with your PHP files here Download this zip file to start with here Download this zip file to start with herehere –Unzip all of the files into your folder you just created Open up Adobe Dreamweaver CS3 Open up Adobe Dreamweaver CS3 –You can now open each of the files in Dreamweaver –Start Making the Appropriate Changes to the files Challenges (Let me know if you have questions) Challenges (Let me know if you have questions) –Try to create a ‘customers’ table inside your MySQL database by creating a database through your Web Hosting Panel –Try to setup a feature to view all ‘customers’ –Setup a feature to add a new ‘customer’