Make a basic client record case management system using google docs or similar
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Post a project like this£20(approx. $25)
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- Proposals: 9
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- #2238661
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Zoho CRM Certified Consultant | Zoho integration | Zoho Creator | API | Zoho One |
Dhaka
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Description
Experience Level: Entry
Hello
I am looking for someone to make me a basic document so that I can record all clients details and files/notes in one place. It should just have one page with all their details on and then a second page with a list of all the case notes that have made for that particular client in chronological order so the last updated case notes show up first. And it should have an option to add new case notes. Google Docs would be ideal as I use Google for most of my other things and would store all files on my Google Drive
Also, I would like this to link into a Google Sheet where I can monitor all statistics etc.
If you can do this fast then please get in touch we can negotiate prices etc.
I am looking for someone to make me a basic document so that I can record all clients details and files/notes in one place. It should just have one page with all their details on and then a second page with a list of all the case notes that have made for that particular client in chronological order so the last updated case notes show up first. And it should have an option to add new case notes. Google Docs would be ideal as I use Google for most of my other things and would store all files on my Google Drive
Also, I would like this to link into a Google Sheet where I can monitor all statistics etc.
If you can do this fast then please get in touch we can negotiate prices etc.
M K K.
100% (7)Projects Completed
15
Freelancers worked with
16
Projects awarded
20%
Last project
7 Feb 2019
United Kingdom
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