
MS Access Front End Form
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£15/hr(approx. $20/hr)
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Full Stack Developer/MS Office/VBA Developer/Trainer/Technical Lead/Data and Support Analyst

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Description
Experience Level: Intermediate
I have an existing MS Access database that contains a list of financial products - various types of pensions, investments etc. and for each one I have assigned some values which would denote whether or not they are suitable in different circumstances for my clients. For example, deposit accounts would be suitable for all categories of risk, whereas something more exotic might only be suitable for a client with a much higher tolerance for risking their money.
Originally I had thought that writing this in Excel would allow me to apply filters so that if I somehow 'tick' the criteria for any given client, I would be presented with a shortlist of the financial products that meet all of them.
Someone then told me that it would be easier to achieve using Access. So here I am, stuck with a program that I have very little experience with.
What I need then is some sort of form/table/something where I can enter a client name, age and then tick boxes to indicate their risk tolerance and the other criteria that I need to select. I've had a half-hearted stab at it on the attached file. I then want to be able to click on a button that will automatically filter the products and give me a list I can print out that will have the client's name on it.
I am sure that for someone who is a MS Access expert this must be laughably straightforward so I imagine the turnround will be relatively quick.
A couple of things to add:
1) I will need to able to add/delete products in future but I can't imagine that the filters will need to change. If they do I will come back to you and pay for the changes at that time.
2) I retain the rights to the work. This idea is not be sold off to anyone else you know who may be in the same line of business etc.
Start date is as soon as you are accepted.
End date I imagine would be within 48 hours.
Experience, expertise and creativity are all good but most of important of all is the ability to deliver a robust solution on time and on budget. To prove that you have read this spec. all the way to the end, please include the phrase "morris dancing" in your response. Thanks.
Originally I had thought that writing this in Excel would allow me to apply filters so that if I somehow 'tick' the criteria for any given client, I would be presented with a shortlist of the financial products that meet all of them.
Someone then told me that it would be easier to achieve using Access. So here I am, stuck with a program that I have very little experience with.
What I need then is some sort of form/table/something where I can enter a client name, age and then tick boxes to indicate their risk tolerance and the other criteria that I need to select. I've had a half-hearted stab at it on the attached file. I then want to be able to click on a button that will automatically filter the products and give me a list I can print out that will have the client's name on it.
I am sure that for someone who is a MS Access expert this must be laughably straightforward so I imagine the turnround will be relatively quick.
A couple of things to add:
1) I will need to able to add/delete products in future but I can't imagine that the filters will need to change. If they do I will come back to you and pay for the changes at that time.
2) I retain the rights to the work. This idea is not be sold off to anyone else you know who may be in the same line of business etc.
Start date is as soon as you are accepted.
End date I imagine would be within 48 hours.
Experience, expertise and creativity are all good but most of important of all is the ability to deliver a robust solution on time and on budget. To prove that you have read this spec. all the way to the end, please include the phrase "morris dancing" in your response. Thanks.

Christopher B.
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Last project
26 Nov 2013
United Kingdom
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