PERFEX CRM report modification

I have a budget of $50 for the following scope of work and need to have it completed in 3 days. Are you interested and able to perform the task?

Modification of Perfex CRM existing module / reporting

We currently have a MYSQUO data file in Perfex that is used to record

Time of arrival

Time of departure


Persons Name

Job site

Purpose of Visit

Materials purchased

We are able to manipulate the data via an export to xlsx file but want to have menu driven report from within Perfex CRM

Scope of work:

1. Change field name of Materials to Purpose and Purpose to Materials. They are reversed in the field name

2. Create report generator from within Perfex CRM database that allows reports filtered by requested date range (Mar 3, 2020-April 30, 2020: example) and any combination of other fields from drop downs shown in Image #1

3. Reports to generate all by specified date range including an “all date ranges” as well as specified fields as shown below.

4. Add 1 field to report: Conversion field that converts lat/lon to street address, City & State


Typical report examples:

All dates for Project = CRM WITH TECHNICIAN = SANDEEP

Defined date range Project = CRM WITH TECHNICIAN = SANDEEP

All dates for Project = CRM

All dates for TECHNICIAN = BOB

Any combination of the query fields

Please see the attached pdf for a full explanation.

Thank you and please let me know.....

Habilidades: WordPress

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Información del empleador:
( 0 comentarios ) SAN PEDRO, United States

Nº del proyecto: #29457493

10 freelancers están ofertando un promedio de $152 por este trabajo


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$110 USD en 2 días
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