Customer Cockpit / Customer query in Confluence

Hello everybody,

I'm trying to invent a kind of "mini-CRM" in Confluence. I thought about our agents. They would like to have an overview of their customers, let's call it a "Customer Cockpit". 

Is it possible to build in a query, where the agents can type in the customer number, and the main figures are shown up? (Turnover, margin etc.) (Data from Database)

I thought about the Bobswift SQL Add-On plus Run-Selfservice Reports.

Or the Play SQL Add-On plus Play SQL forms.

Did anybody try to realize a similar thing?

Thanks to everybody!

Greets Alex

 

1 answer

Play SQL Base will do this, using "user parameters". It displays a form above the table. No need for Play SQL Forms yet.

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