Mircosoft Access CRM - Client Database and Task Managment
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Post a project like this£363(approx. $453)
- Posted:
- Proposals: 16
- Remote
- #2617375
- OPPORTUNITY
- Expired
WEBSITE DEVELOPMENT & DESIGN ! WORDPRESS ! JAVA ! PHP ! JAVASCRIPT ! GRAPHIC DESIGN | VIDEO | EXCEL VBA & MACRO EXPERT
New Delhi
data entry | microsoft excel | microsoft word | data entry clerk | data research | data analysis | data scraping | data mining | pdf to Word | virtual assistants
Dhaka
Google sheets apps script GAS VBA Excel Macro VB.NET ADD-INS Web Scrap API developer
Kharkiv
9574522444572561066301670521951693377719723760144943311927983380437210632441681
Description
Experience Level: Expert
We are looking to build a database for our practice to help with task management and storing of our clients contact details with the ability to keep on top of the work along
Client Contact Database
Client Card Per customers
With Contact Names allowance for 5-10 contacts within the Client Card
Telephone Numbers
Email addresses
HMRC Details & Companies House Details
Task List within the contact card for each client with allowance for recurring tasks. With the ability to add updates to the task with the current situation
Ability to assign the task to staff with in the practice
Staff
Manager
Accountants
Task Overview
A Section to go in as a Manager and view all tasks for the company. Ones that are Due and one that is overdue.
Task Email
The ability for the system to email out a reminder for a task approaching it due time to the assigned accountant and possibly the manager as well
Client Contact Database
Client Card Per customers
With Contact Names allowance for 5-10 contacts within the Client Card
Telephone Numbers
Email addresses
HMRC Details & Companies House Details
Task List within the contact card for each client with allowance for recurring tasks. With the ability to add updates to the task with the current situation
Ability to assign the task to staff with in the practice
Staff
Manager
Accountants
Task Overview
A Section to go in as a Manager and view all tasks for the company. Ones that are Due and one that is overdue.
Task Email
The ability for the system to email out a reminder for a task approaching it due time to the assigned accountant and possibly the manager as well
Aaron G.
100% (3)Projects Completed
2
Freelancers worked with
2
Projects awarded
11%
Last project
16 Dec 2019
United Kingdom
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