Archivists Enquiry Tool
A bespoke system designed and implemented to ease and manage the daily/weekly enquiries for the School Archivist and alumni/development team.
Archivist's Enquiry Tool
SDS Archivist’s Enquiry Tool CRM-style DB Key features
- Developed using rapid prototyping techniques based on current use of excel spreadsheets, emails, telephone calls, letters and word documents etc
- Developed using Microsoft tools and databases
- Enquiry history section
- Enquiry open/closed/complete function
- Create a media library of content – organised by subject/directory/topic e.g. cricket, punishment
- Task Scheduler with workflow
- Drag N Drop of correspondence (scanned and/or email attachments)
- Web based – iPad/tablet friendly
- Extensive notes and memo fields
- Recording of donations received
- Report functions
- Secure backup online and to School PC/usb memory stick
- Multiple licences and read/edit access
- SDS to provide hosting services for site – no annual charge
- A complete bespoke and turnkey solution – easy to use
- Future integration to include live enquiry service from provided SDS Digital Heritage Solution
- Gmail email send to CRM service…..
- Future link to Archive Manager Suite of Software
- Ability to log and record the time taken/spent on each enquiry
- Interactive e-Visitor Book Facility
- Powerful search features (GOOGLE style and multi-lined BOOLEAN advanced search
- Keyword, Subject and meta data allocation to each enquiry ( and library directory of content/media)
- Ability for interested parties to raise their own enquiries to be followed up (if desirable!)
Archivist's Enquiry Tool - Photo of Uncle Hector