
Database with online access
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Post a project like this£1.0k(approx. $1.3k)
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- #923508
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Description
Experience Level: Intermediate
General information for the business: We sell pre-paid funeral plans and simple funerals
Description of requirements/functionality: We need to develop a system to help run our business.
We need a dashboard where we can see what needs to be done and when, a section to record details of those who have not died yet but have asked to use us, and a section to record the details of those who have died and whose funerals we are carrying/have carried out (Some of whom will be recorded in the first section and be able to be transferred into this section). A third section will hold details of the hospitals, hospices and coroner's offices we come into contact with. As well as being used as a lookup within the rest of the system we need to record details such as the opening times of the mortuary and copies of any forms they require.
The system will need to be able to email clients, email and print multiple forms and produce reports. Ideally it will link to Xero, the cloud based accounts package.
We also need to be able to email scans into the system and have addresses show up on a map with different coloured pins for different address types.
There will need to be an element of workflow within the system, some of which will be date driven, some by checkboxes.
We need to be able to access the data either from a desktop PC or whilst out and about via iPads.
Extra notes:
Description of requirements/functionality: We need to develop a system to help run our business.
We need a dashboard where we can see what needs to be done and when, a section to record details of those who have not died yet but have asked to use us, and a section to record the details of those who have died and whose funerals we are carrying/have carried out (Some of whom will be recorded in the first section and be able to be transferred into this section). A third section will hold details of the hospitals, hospices and coroner's offices we come into contact with. As well as being used as a lookup within the rest of the system we need to record details such as the opening times of the mortuary and copies of any forms they require.
The system will need to be able to email clients, email and print multiple forms and produce reports. Ideally it will link to Xero, the cloud based accounts package.
We also need to be able to email scans into the system and have addresses show up on a map with different coloured pins for different address types.
There will need to be an element of workflow within the system, some of which will be date driven, some by checkboxes.
We need to be able to access the data either from a desktop PC or whilst out and about via iPads.
Extra notes:

Bryan P.
100% (8)Projects Completed
5
Freelancers worked with
5
Projects awarded
50%
Last project
22 Feb 2016
United Kingdom
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