Okay, we have an idea for keeping track of our media contacts in ebase
that will involve a lot of customizing, and I wanted to open it up for
any feedback/suggestions before I get started. This is just a brainstorm
we had in a meeting; let me know if it's completely crazy. :) I would
appreciate any hints, warnings, etc. anyone may have. :)
thanks,
Rachel
The Problem
-We have found that we have multiple contacts at many media outlets and
so are sending duplicate faxes, etc.
-We need a way to keep track of emails, contact names, etc for several
people at one station, without duplicating the faxes.
-We could just have a fax number listed for one of the contacts and have
several different records that are all people at that station, but would
rather have all contacts in one record
-We also don't want to alter the data entry/home layout to hold more
than 2 contacts, as that is not really needed for anything but the media
folks
The Idea
-Use one of the spaces for a custom layout to create a media contact
layout
-The home layout/data entry 1 layout would have our main contact for
that station, and all the usual info
-A custom layout would include space for up to 5 other contact names,
their position, their direct phone line if we have it, and their email
The Problems/Things to Do
-Would need to customize the email output script to look for emails in
that custom screen as well as the Email 1 field so it would send them to
our email client as well
-I have built a report that lists a contact, their position, station,
phone # and fax to use as a call sheet to follow up on press releases.
This would need to be customized to contain the additional info in the
custom screen as well
-Need to add a button to data entry/home screen to go to additional
media info layout
-Planning to build into the custom finds, for example, TN Media Email,
which would automatically search for TN media with emails, either in the
Email 1 field or any of the new ones.
-Need the layout to be searchable; wondering if there is any way to
program it so that searching for a name in the name line and the media
tag would also find the name if it were in one of those extra lines on
the custom layout
-Linking the main info (in data entry layout) to the custom layout
(maybe the business/org and record number would need to be on both
screens?)
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