Make changes to our hosted CRM 2011 System
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Trusted digital transformation partner of global enterprises. 14+ years of joyful journey with 450+ employees.
Bay Minette
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Description
Experience Level: Intermediate
General information for the business: Education workshops to primary schools
Kind of development: Customization of existing program
Platform: Microsoft Dynamics
Num. of modules: 4
Description of every module: Staff Calendar filters amends
Order confirmation and Activity Schedule amends
MFL Report creating to calculate pay
Classes heading
Description of requirements/functionality: We have a staff calendar, which applies filters depending on info contained within a member of staffs file within CRM. The work would be changing the heading "Graded" to MFL within the staff skill set and adding the sub categories French and Spanish. Also in the new staff calendar drop down on the skill set filter, graded will change to MFL
Within the order window, under type we want the tick boxes MFL PPA cover and Reporting adding. if the MFL PPA box is ticked 4 bold bullet point should appear on the activity schedule and order confirmation report, if the reporting is ticked 3 bullet points should appear. If the reporting tickbox is ticked it should be displayed on the brief sheet (new design).
We have hours reports to pay staff. If a member of staff is MFL they should not be included in the current hour reports and appear on the MFL report. The MFL reports should contain the headings AM, PM, PM+ASC, Full Day, Full Day+ASC. This info should sit inside the session activity and should be ticked when inputting the order. The MFL Report should show how many AM, PM, PM+ASC, Full Day, Full Day+ASC each member of MFL staff have done in a given calendar month.It should be displayed almost in a table.
Add classes working with to session activity, display this as a heading in the session activity display windows within the order and customer. This showed also be displayed on the bier sheet (new design).
OS requirements: Windows
Extra notes: Please supply an hourly rate price, if possible a fixed price would be grate.
I would like to know if you have test servers?
How long would the work take?
I can provide a video with more info in once I receive an NDA from you.
TOVIEW THE VIDEO USE THIS LINK https://www.dropbox.com/s/v9x22jsyu5fd55r/crm%20video%202.mov
Kind of development: Customization of existing program
Platform: Microsoft Dynamics
Num. of modules: 4
Description of every module: Staff Calendar filters amends
Order confirmation and Activity Schedule amends
MFL Report creating to calculate pay
Classes heading
Description of requirements/functionality: We have a staff calendar, which applies filters depending on info contained within a member of staffs file within CRM. The work would be changing the heading "Graded" to MFL within the staff skill set and adding the sub categories French and Spanish. Also in the new staff calendar drop down on the skill set filter, graded will change to MFL
Within the order window, under type we want the tick boxes MFL PPA cover and Reporting adding. if the MFL PPA box is ticked 4 bold bullet point should appear on the activity schedule and order confirmation report, if the reporting is ticked 3 bullet points should appear. If the reporting tickbox is ticked it should be displayed on the brief sheet (new design).
We have hours reports to pay staff. If a member of staff is MFL they should not be included in the current hour reports and appear on the MFL report. The MFL reports should contain the headings AM, PM, PM+ASC, Full Day, Full Day+ASC. This info should sit inside the session activity and should be ticked when inputting the order. The MFL Report should show how many AM, PM, PM+ASC, Full Day, Full Day+ASC each member of MFL staff have done in a given calendar month.It should be displayed almost in a table.
Add classes working with to session activity, display this as a heading in the session activity display windows within the order and customer. This showed also be displayed on the bier sheet (new design).
OS requirements: Windows
Extra notes: Please supply an hourly rate price, if possible a fixed price would be grate.
I would like to know if you have test servers?
How long would the work take?
I can provide a video with more info in once I receive an NDA from you.
TOVIEW THE VIDEO USE THIS LINK https://www.dropbox.com/s/v9x22jsyu5fd55r/crm%20video%202.mov
Projects Completed
103
Freelancers worked with
82
Projects awarded
66%
Last project
2 Apr 2024
United Kingdom
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