Customization for Current Database
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- Proposals: 6
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- #868062
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Admin/Data Entry/Researcher/transcriber/Virtual Assistant/Developer/Personal Advisor
Beloslav
9634511100929636359738811019901882254
Description
Experience Level: Intermediate
General information for the business: Asses Managment
Database management system (DBMS): Microsoft Access
Description of requirements/functionality: I need a "Call Date" made. All my funds and all the future funds need call dates. Simply these are just dates that we expect investors to pay by. For example, for fund 1, the call dates could be every 3 months. So when I create a fund, I need to be able to create the call dates along with it. Also, I need more fields added to my "Fund Data" table. And when I create a new fund I need to be able to type what I want in that field. For example; I create a new fund, I need a field that says "Goal Amount" where I can enter how much money I hope to make. I need around 7 of these fields (Leave the fields names as "NewField1" or something, I will name them myself). I need to be able to populate these fields when creating a new fund.
I have 2 check boxes in my "Funds and Payments" form. One for "High Maintenance" and one for "Blacklisted" I need these check boxes to show up in my current "Investor Reports" So beside their names, it should say if they are High maintenance or blacklisted.
I need a new form and report created for address's only. Each investor has multiple address's ALSO one investor may own multiple companies, each with a different address. I need to be able to search for an investor by name ie "John smith" and it shows me each address for each company. I Need to be able to edit and add new addresses.
I need a new table made for "Bank Accounts". This needs to tie into the payments. When someone makes a payment, I need to say to which bank account it is going to. Right now It's just Amount and Date.
Extra notes:
Database management system (DBMS): Microsoft Access
Description of requirements/functionality: I need a "Call Date" made. All my funds and all the future funds need call dates. Simply these are just dates that we expect investors to pay by. For example, for fund 1, the call dates could be every 3 months. So when I create a fund, I need to be able to create the call dates along with it. Also, I need more fields added to my "Fund Data" table. And when I create a new fund I need to be able to type what I want in that field. For example; I create a new fund, I need a field that says "Goal Amount" where I can enter how much money I hope to make. I need around 7 of these fields (Leave the fields names as "NewField1" or something, I will name them myself). I need to be able to populate these fields when creating a new fund.
I have 2 check boxes in my "Funds and Payments" form. One for "High Maintenance" and one for "Blacklisted" I need these check boxes to show up in my current "Investor Reports" So beside their names, it should say if they are High maintenance or blacklisted.
I need a new form and report created for address's only. Each investor has multiple address's ALSO one investor may own multiple companies, each with a different address. I need to be able to search for an investor by name ie "John smith" and it shows me each address for each company. I Need to be able to edit and add new addresses.
I need a new table made for "Bank Accounts". This needs to tie into the payments. When someone makes a payment, I need to say to which bank account it is going to. Right now It's just Amount and Date.
Extra notes:
Mackenzie M.
97% (7)Projects Completed
5
Freelancers worked with
3
Projects awarded
63%
Last project
3 Mar 2016
Canada
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