Welcome
As an experienced solicitors, A.P. Bassetts have handled a wide variety of high-profile, landmark case load and has been successful in many ventures. A.P.Bassett prides itself on its ability to communicate and understand whatever the client’s needs clarifying legal jargon with a minimum of fuss.

We understand that when visiting a solicitor many times it is stressful whether conveyancing or divorce proceeding we can help take the strain, understanding that clients are individuals and will have different needs.

Negotiating our way through complex legal issues and different professional bodies including local authorities we can simplify the process for you. As the front-line we take the flack in order to help the client get what they want.

Conveyancing
As a locally based firm the majority of our work focuses on sales and purchases of residential property in the Lostwithiel and Fowey estuary. However, we also undertake commercial leases and work for developers.

Wills & Probate
A very important part of the service of a local solicitor is advice on inheritance arrangements and preparation of wills for private clients. Administrations of the estates of the deceased through probate or on intestacy are also matters we can help with.

Dispute Resolution
A.P. Bassett Solicitors can handle your dispute resolution including; Family and Divorce, Civil Claims, employment and Landlord and Tenant.

Flexible Working Hours and Home Visits
We offer flexible working hours and home visits because we understand that not everything is 9 to 5 and that you may need advice and assistance at any time. We like to avoid calls at 2am, though it has happened!

½ Hour Free Advice
The ½ hour free advice appointment helps you to establish what is needed , where you stand or even whether it is worth pursuing.

We offer sound advice and a decent service at reasonable prices.

Email: allsorts@apbassett.co.uk

• Abstract

  1. The stock module allows you to manage a database of clients, a database of products (shared by the store front) and send different kinds of messages to your customers. It also allows to make invoices, delivery notes, reminders, and receipts in both html as pdf format.
  2. Currently the email features are not implemented, but the framework is present so the overhead is little to actually add those features.
  3. The stock module interfaces with the product database of the Store Module but does not update the stock amounts.
  4. Additional features can be implemented on request.

• Campaigns

  1. We call promotional actions « campaigns ». Basically you select what customers will receive the mailing, what products will be on that mailing and how the mailing will look. The system will generate pdf documents that contain those mailings. It will put a maximum of 5 clients in one pdf document and will put everything in a zip file if more then one pdf is generated.

• Invoices & Delivery Notes

  1. If a customer replied to the mailing and placed an order, you can prepare an invoice. You can select all the products of the mailing or manually select those products and quantities that are required. A delivery note is also generated and added as a new page in the pdf document.

• Reminders

  1. If your customer did not reply within a suitable time, then you can generate a reminder very easily by clicking the button. The system will generate a document that will remind the customer that an invoice was sent at specified date, and for proper form, will include a duplicate of that invoice.

• Receipts

  1. After payment has been received, you can finalise the transaction and the system will generate a receipt. This receipt will also attach a copy of the invoice, with a big stamp PAID on it.

Getting started

• Configuration of the Stock Module

  1. To configure the stock module, log on as admin, then click the menu, and select Stock -> Settings.
  2. The configuration screen will show you a long list of options and many ’save’ buttons. Those buttons are there for your convenience so that you don’t need to scroll down each time if you only want to change a few things.
  3. You should note, however, that all ’save’ buttons save the entire page, and will also force validation of the entire page.

• Campaign Settings

  1. These settings allow you to tweak the generated pdf document. Note that the page format is A4 and cannot be changed.

PDF Prolog

This text will appear on the first page of the mailing. You may use the following codes:

• %name% Will be changed in the customer’s name
• %firstname% For the customer’s first name

PDF Margin Top

Set the top margin of the mailing. The unit is points (pts)

PDF Margin Bottom

Set the bottom margin of the mailing (points)
WARNING: if you use to big values for top, and bottom margin, then the system will get stuck in an endless loop while trying to make sure that everything is on the pages (header, contents, footer).

PDF Print Header

If you are using stationary, then you are better of replying ‘no’ here so that the system will not print out the store address.

PDF Print Customer Address

You may choose to not print the customer’s address on each page because you are using a template that already prints those details.

Download the application and install via www.yoururl.co.uk/installer.php. The password for the installer should be brown all lower caps but is not working at the moment. The application was built to work with php 4 but I need it to work with php 5.2+ and obviously I need the installer to work. I also need for you to prepare a list of changes you would suggest.

The project has these specific goals:
1. CMS
2. With online shop
3. With stock control
4. With invoice management (for customers and suppliers)
5. With reporting on amounts paid and amounts owing and weekly, monthly, annually totals (spent compared to income)
6. With sales and contact management.

Your role should be to:
1. Make the current version work with php 5.2
2. Suggest style changes to make the application more accessible
3. Cost up and make proposals for the above.

Once completed I intend to open source the project and put up on Sourceforge and build its own website. Links to you will be made available as chief developer and could result in further adoption work.

I need price and timescale for no. 1 initially and then 2 and 3.

Many thanks.

We need to assign categories to each record so that we can interact with the crm and see what is happening. We need to assign two sets of categories.

The first set of categories deals with the status of the client or the project. i.e. New lead, phone call, site visit.
The second set of categories deal with the client. So this could be the clients name, John Smith or it could be the clients company, Smith Enterprises or it could be a directory that has numerous clients attached to it.

Full series:
CRM - Stage One - An Introduction
CRM - Stage Two - Customer Records
CRM - Stage Three - Assigning Categories

I am using pages for this section of the CRM.

I have created a page called Clients. You can also create a page called Suppliers or Misc for those that don’t fit into the box!

Now I create a page for my Client called John Smith and add it as a sub page to the page called clients. I grab the url of this page and head over to the page called clients and enter this as a link. Now when I click on my page called Clients I can see a list of all my clients. Of course depending on your number of clients, you could refine this. A simple way is to create pages called Clients A to M, Clients N to Z.

When a client heads elsewhere or maybe it is a one-off job I have a page called Ex-Clients. I then move the record to this section.

There is one more thing to do with this section but that will come when we create a template to manage the clients.

Full series:
CRM - Stage One - An Introduction
CRM - Stage Two - Customer Records
CRM - Stage Three - Assigning Categories

Customer relationship management (CRM) is a broad term that covers concepts used by companies to manage their relationships with customers, including the capture, storage and analysis of customer, vendor, partner, and internal process information.

Wikipedia

Have you ever thought about using Wordpress to manage your business? Well I am going to suggest ways in which this is possible. We will be creating a site that will help us manage each client and view how much time is being spent on each one. We will be able to see at a glance the most recent contact. We will be able to flag customers according to their needs, new contact, red hot sales lead or simply client.

The first decision you have to make is whether to use an existing Wordpress site or a completely new install. For me I would always a completely new install. Why? If you are using an existing Wordpress, every time you load a post or page concerning the crm you will need to make them private. Obviously you don’t want these posts to be seen. It would be quite simple for this to be forgotten. So I create a sub-domain and database and install a whole new Wordpress. Then to protect that I upload this plugin:
Wordpress Password. It is a plugin that simply protects the whole of your Wordpress installation. If someone navigates to the site all they will see if a box that says Enter Password.

To further protect the site in the options/privacy I click on “I would like to block search engines” blob. In options/discussion, I uncheck the first three boxes. This ensures that pings, comments and notifications are turned off.

Ok that is it for now. See you next time.

Full series:
CRM - Stage One - An Introduction
CRM - Stage Two - Customer Records
CRM - Stage Three - Assigning Categories