I just don’t have the time to figure this thing out. I’ve already spent way more time than I should have and I just can’t get it to work, and I’m done.
I need something that will list all my customers, their orders, and the items they order. I want to click on a customer and see what items they have ordered. I want to click on items and see who has ordered them.
I also want to automatically add records based on an email receipt I receive of their order.
I want a form that customers fill out that will tell me things like size, favorite style, color, print, etc. And it would be easy to see everyone that likes the color purple and is a size small, or looking for a camo print. And an “Action Item” - if I need to remember to send a customer something, or that a customer is paying me on Tuesday for the hamburger bought today.
Ideally it would have a view that would have all the Action Items I’ve got going (right now they are all in my brain, and I need them out of there) on, and as they get done, I delete them.
I also want to be reminded in 2 weeks to follow up and make sure they got their order and that they love it. Populating an email template would be the bomb!
A dashboard showing the Action Items and the Follow Ups would be freaking awesome.
Some of these things are just lofty wishes, others are very much needed.
If you have the skill set, please message me and hopefully we can get something going