I think I’m about to land a contract for some sort of custom CRM
system (yes, another one, but they’re requirements are a bit … odd).
They also want invoicing and I don’t want to implement invoicing.
So I’m hoping that I can integrate with FreeAgent to make that side of
it happen. I’ve been having a quick look at the FreeAgent API and I
think it will cover most bases already:
Synchronising contacts that we’ve, at one time or another, created
an invoice for. That should be easy enough.
Creating a new invoice for a contact, creating the contact on demand
if it doesn’t already exist in FAC.
They’ve agreed that they’re happy enough to use another system for
tracking the invoices, but the one thing they’d like to be able to see
in the CRM system is a summary of which of their clients owe them
what. I realise they can see that with:
Come to think of it, I’m now dreaming up another web app that reads
the account balance and interfaces with an Arduino device which has an
actuator propelling a baseball bat to deal with those … recalcitrant
clients…
G
Hi Graeme,
We’ll look at adding an ‘account-balance’ field into the Contact XML
in our next release. How does that sound?
Olly
Hi,
I think I’m about to land a contract for some sort of custom CRM
system (yes, another one, but they’re requirements are a bit …
odd).
They also want invoicing and I don’t want to implement invoicing.
So I’m hoping that I can integrate with FreeAgent to make that side
of
it happen. I’ve been having a quick look at the FreeAgent API and I
think it will cover most bases already:
Synchronising contacts that we’ve, at one time or another, created
an invoice for. That should be easy enough.
Creating a new invoice for a contact, creating the contact on
demand
if it doesn’t already exist in FAC.
They’ve agreed that they’re happy enough to use another system for
tracking the invoices, but the one thing they’d like to be able to
see
in the CRM system is a summary of which of their clients owe them
what. I realise they can see that with:
Rubaidh Ltd is a limited company registered in Scotland with
registration number SC297029 and VAT number GB 916 0341 53. The
registered address is: Stuart House, Eskmills, Musselburgh, East
Lothian, EH21 7PB, United Kingdom.
I think I’m about to land a contract for some sort of custom CRM
system (yes, another one, but they’re requirements are a bit … odd).
They also want invoicing and I don’t want to implement invoicing.
So I’m hoping that I can integrate with FreeAgent to make that side of
it happen. I’ve been having a quick look at the FreeAgent API and I
think it will cover most bases already:
Synchronising contacts that we’ve, at one time or another, created
an invoice for. That should be easy enough.
Creating a new invoice for a contact, creating the contact on demand
if it doesn’t already exist in FAC.
They’ve agreed that they’re happy enough to use another system for
tracking the invoices, but the one thing they’d like to be able to see
in the CRM system is a summary of which of their clients owe them
what. I realise they can see that with:
