Access Database design
4209
£20/hr(approx. $25/hr)
- Posted:
- Proposals: 2
- On-site in Manchester, GB
- #177722
- Archived
Description
Experience Level: Intermediate
Partner firm and leads tracking database.
Partner firm to include company details, relationship to us and company contacts as well as leads passed over. leads Tracking to include a full fact find, client status, date received, who the client was passed to, need to be able to link multiple leads/enquiries to one client, arrange call backs etc. I have attached our secured loan form to show how reports should look.
Fact find to be general financial fact find and reports generated for specific areas gleamed from the data (i.e. secured loan app form, bridging loan, commercial loan etc) the reports will all be fairly similar, but with subtle differences.
I'm also open to suggestions on how it should be done, I have partially created something in access 2007 but its not complete and could be set out much better, needs to be completed and cleaned up with an SQL back end for stability.
I want to deal with someone local to Manchester.
Partner firm to include company details, relationship to us and company contacts as well as leads passed over. leads Tracking to include a full fact find, client status, date received, who the client was passed to, need to be able to link multiple leads/enquiries to one client, arrange call backs etc. I have attached our secured loan form to show how reports should look.
Fact find to be general financial fact find and reports generated for specific areas gleamed from the data (i.e. secured loan app form, bridging loan, commercial loan etc) the reports will all be fairly similar, but with subtle differences.
I'm also open to suggestions on how it should be done, I have partially created something in access 2007 but its not complete and could be set out much better, needs to be completed and cleaned up with an SQL back end for stability.
I want to deal with someone local to Manchester.
Carl B.
100% (25)Projects Completed
40
Freelancers worked with
18
Projects awarded
11%
Last project
17 Apr 2020
United Kingdom
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