mirror of https://github.com/itflow-org/itflow
tidying up
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README.md
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README.md
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## CRM
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### Features
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* Manage Clients
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* Contacts
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* Locations
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* Assets
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* Licenses
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* Logins
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* Files
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* Technical Notes
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* Invoicing
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* Quotes / Estimates
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* Accounting
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* P&L Reports
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* Income Expense Summary
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* Mileage Tracking
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## PittPC
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Manage Clients, Invoices and Accounting for a small IT Company
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## Technologies Used
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PHP/MySQL, Bootstrap (SBAdmin), Datatables, Jquery
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### Technologies Used
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* PHP/MySQL
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* SB Admin Bootstrap CSS Framework
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* Jquery
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@ -1,5 +1,5 @@
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<div class="modal fade" id="addAccountModal" tabindex="-1">
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<div class="modal-dialog modal-lg">
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<div class="modal-dialog">
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<div class="modal-content">
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<div class="modal-header">
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<h5 class="modal-title"><i class="fa fa-piggy-bank"></i> New Account</h5>
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@ -9,24 +9,22 @@
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</div>
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<form action="post.php" method="post" autocomplete="off">
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<div class="modal-body">
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<div class="form-row">
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<div class="form-group col-sm-8">
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<label>Account Name</label>
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<div class="input-group">
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<div class="input-group-prepend">
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<span class="input-group-text"><i class="fa fa-university"></i></span>
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</div>
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<input type="text" class="form-control" name="name" placeholder="Account name" required>
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<div class="form-group">
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<label>Account Name</label>
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<div class="input-group">
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<div class="input-group-prepend">
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<span class="input-group-text"><i class="fa fa-university"></i></span>
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</div>
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<input type="text" class="form-control" name="name" placeholder="Account name" required>
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</div>
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<div class="form-group col-sm-4">
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<label>Opening Balance</label>
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<div class="input-group">
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<div class="input-group-prepend">
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<span class="input-group-text"><i class="fa fa-hand-holding-usd"></i></span>
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</div>
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<input type="number" class="form-control" step="0.01" min="0" name="opening_balance" placeholder="Opening Balance" required>
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</div>
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<div class="form-group">
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<label>Opening Balance</label>
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<div class="input-group">
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<div class="input-group-prepend">
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<span class="input-group-text"><i class="fa fa-dollar-sign"></i></span>
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</div>
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<input type="number" class="form-control" step="0.01" min="0" name="opening_balance" placeholder="Opening Balance" required>
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</div>
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</div>
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</div>
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<div class="modal fade" id="addClientContactModal" tabindex="-1">
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<div class="modal-dialog modal-lg">
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<div class="modal-dialog">
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<div class="modal-content">
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<div class="modal-header">
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<h5 class="modal-title"><i class="fa fa-user-plus"></i> New Contact</h5>
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</div>
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<form action="post.php" method="post" autocomplete="off">
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<input type="hidden" name="client_id" value="<?php echo $client_id; ?>">
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<div class="modal-body">
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<div class="modal-body">
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<div class="form-group">
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<label>Name</label>
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<div class="input-group">
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<input type="text" class="form-control" name="name" placeholder="Full Name" required>
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</div>
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</div>
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<div class="form-group">
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<label>Title</label>
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<div class="input-group">
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<input type="text" class="form-control" name="title" placeholder="Title" required>
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</div>
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</div>
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<div class="form-row">
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<div class="form-group col-sm">
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<label>Phone</label>
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<div class="input-group">
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<div class="input-group-prepend">
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<span class="input-group-text"><i class="fa fa-phone"></i></span>
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</div>
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<input type="text" class="form-control" name="phone" placeholder="Phone Number" data-inputmask="'mask': '999-999-9999'" required>
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<div class="form-group">
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<label>Phone</label>
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<div class="input-group">
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<div class="input-group-prepend">
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<span class="input-group-text"><i class="fa fa-phone"></i></span>
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</div>
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<input type="text" class="form-control" name="phone" placeholder="Phone Number" data-inputmask="'mask': '999-999-9999'" required>
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</div>
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<div class="form-group col-sm">
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<label>Email</label>
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<div class="input-group">
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<div class="input-group-prepend">
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<span class="input-group-text"><i class="fa fa-envelope"></i></span>
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</div>
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<input type="email" class="form-control" name="email" placeholder="Email Address" required>
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</div>
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<div class="form-group">
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<label>Email</label>
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<div class="input-group">
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<div class="input-group-prepend">
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<span class="input-group-text"><i class="fa fa-envelope"></i></span>
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</div>
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<input type="email" class="form-control" name="email" placeholder="Email Address" required>
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</div>
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</div>
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</div>
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17
client.php
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client.php
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}
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$client_website = $row['client_website'];
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//Badge Counts
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$row = mysqli_fetch_assoc(mysqli_query($mysqli,"SELECT COUNT('client_contact_id') AS num FROM client_contacts WHERE client_id = $client_id"));
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$num_contacts = $row['num'];
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$row = mysqli_fetch_assoc(mysqli_query($mysqli,"SELECT COUNT('client_location_id') AS num FROM client_locations WHERE client_id = $client_id"));
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$num_locations = $row['num'];
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$row = mysqli_fetch_assoc(mysqli_query($mysqli,"SELECT COUNT('client_asset_id') AS num FROM client_assets WHERE client_id = $client_id"));
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$num_assets = $row['num'];
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$row = mysqli_fetch_assoc(mysqli_query($mysqli,"SELECT COUNT('client_vendor_id') AS num FROM client_vendors WHERE client_id = $client_id"));
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$num_vendors = $row['num'];
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$row = mysqli_fetch_assoc(mysqli_query($mysqli,"SELECT COUNT('client_login_id') AS num FROM client_logins WHERE client_id = $client_id"));
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$num_logins = $row['num'];
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$row = mysqli_fetch_assoc(mysqli_query($mysqli,"SELECT COUNT('invoice_id') AS num FROM invoices WHERE client_id = $client_id"));
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$num_invoices = $row['num'];
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$row = mysqli_fetch_assoc(mysqli_query($mysqli,"SELECT COUNT('client_note_id') AS num FROM client_notes WHERE client_id = $client_id"));
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$num_notes = $row['num'];
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?>
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<div class="row">
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<div class="col-8">
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<a class="nav-link active" href="?client_id=<?php echo $client_id; ?>&tab=details">Details</a>
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</li>
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<li class="nav-item">
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<a class="nav-link" href="?client_id=<?php echo $client_id; ?>&tab=contacts">Contacts</a>
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<a class="nav-link" href="?client_id=<?php echo $client_id; ?>&tab=contacts">
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Contacts
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<span class="badge badge-pill badge-dark"><?php echo $num_contacts; ?></span>
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</a>
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</li>
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<li class="nav-item">
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<a class="nav-link" href="?client_id=<?php echo $client_id; ?>&tab=locations">Locations</a>
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16
side_nav.php
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side_nav.php
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<i class="fas fa-fw fa-users"></i>
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<span>Clients</span></a>
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</li>
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<li class="nav-item">
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<a class="nav-link" href="assets.php">
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<i class="fas fa-fw fa-laptop"></i>
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<span>Assets</span>
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</a>
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</li>
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<li class="nav-item">
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<a class="nav-link" href="vendors.php">
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<i class="fas fa-fw fa-briefcase"></i>
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<span>Reports</span>
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</a>
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<div class="dropdown-menu" aria-labelledby="pagesDropdown">
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<a class="dropdown-item" href="register.html">Income Summary</a>
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<a class="dropdown-item" href="forgot-password.html">Expense Summary</a>
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<a class="dropdown-item" href="forgot-password.html">Income vs Expense</a>
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<a class="dropdown-item" href="login.html">Profit & Loss</a>
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<a class="dropdown-item" href="report_expense_income_summary.php">Income Summary</a>
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<a class="dropdown-item" href="report_expense_summary.php">Expense Summary</a>
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<a class="dropdown-item" href="report_income_vs_expense.php">Income vs Expense</a>
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<a class="dropdown-item" href="report_profit_loss.php">Profit & Loss</a>
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</div>
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</li>
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<div class="dropdown-menu" aria-labelledby="pagesDropdown">
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<a class="dropdown-item" href="settings-general.php">General</a>
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<a class="dropdown-item" href="categories.php">Categories</a>
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<a class="dropdown-item" href="forgot-password.html">Users</a>
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<a class="dropdown-item" href="users.php">Users</a>
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</div>
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</li>
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</ul>
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