Client Management System - Not For Profit Organisation
$1500-3000 AUD
Pagado a la entrega
Custom-built Customer Management System with Contact Management Features
- I am looking for a custom-built Client Management System that focuses on contact management.
- The system needs only 2 sets of data - one set is client record capturing info like Name, Address, DOB, Contact Detals and some other bespoke fields. The second set is a record per client visit capturing Date, Agent, Reason code, Monetary Value, Notes/Comments. The relationship between set 1 and 2 is one to many.
- The system should also provide reporting and analytics capabilities to analyze client visits, total monetary value fields but it would be sufficient to simply output the data into an Excel format for further manipulation.
- The current system is MS Access based which creates problems for remote users and our replacement system must be either web based on our own in-house server or cloud hosted (we can provide hosting/space on our current domain).
Files show the current forms, tables and sample data in the current system. Require the ability to basic configuration to add a field to the 2 tables if required - eg addition of a reference number.
Also require ability to add dropdown presets to all such fields.
Nº del proyecto: #36829455
Sobre el proyecto
59 freelancers están ofertando un promedio de $2563 por este trabajo
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