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Admin and agents can login to separate accounts.
I want the Admin. to input and update forms daily. The admin will assign each form to a specific agent.
When each agent logs in I want them to see only those forms that were assigned to them. Each agent must also be able to add notes and updates to their forms which will be viewable by the admin
Who can recommend a good script or program to accomplish this?
Could you use a CRM (Customer/Constituent Relationship Management) package?
For example, CiviCRM [civicrm.org] integrates with joomla and drupal.
Some CMS either natively or with add-ons let you control access to individual pages. You could create a content type that is edited via a form and then control access to the pages. In drupal you would do this via CCK+Contemplate+some access control module. In ModX you would do it with template variables (not sure about access control).
I don't think either of those latter systems would really be what you want (really oriented toward content editing), but I suspect there are some things out there that would be pretty good.
The admin will have access to all forms.
That said, it sounds like you're just trying to do basic contact managagement. You might just do a Google search on "contact management" and look at a few packages. It seems, for example, that if your outfit is standardized on some desktop software (i.e. Office), you might look at software that integrates with that, but which syncs over the web. Not sure if any of those would work for you, but several look quite good.
I am working with a small group of people and expect to have 10 to 20 individual agents along with an administrator. Each agent only needs to log in to view and edit documents/spreadsheets. Of course the admin will view all docs. There will be no need of emails, public viewing of any part of the program.
Regards,
Kimberly
