A web based business tool to upload some excel data and email word/pdf letters
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- Proposals: 4
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Description
Experience Level: Intermediate
General information for the business: Estate Agency
Kind of development: New program from scratch
Description of every module: Requirement: A web based tool that multiple users (c100) can log into and upload an excel file at regular intervals (daily or weekly perhaps). Each users data is identical in content but unique to them. One of the excel columns is 'date first listed' and the tool is to use this date to send an email to each user with a word/pdf letter attached when each record reaches a certain age milestone. IE letter 1 immediately, letter 2 after 4 weeks, letter 3 after 8 weeks so on and so forth.
Description of requirements/functionality: The main user functionality should allow each user to set their own time lines associated with each milestone (but should default to a standard that the admin can set) and each letter template should be able to be amended dependent on the agent column within each excel record upload (max of 3 different templates per milestone and again to default to those set by admin). The tool needs to be able to ignore/delete duplicate records and only work for records which are status 'available' (status is one of the excel columns but the user should be able to update this manually too).
CMS and Admin requirements: Also needed is one admin user who can see how many records each user has uploaded and how frequently
Extra notes:
Kind of development: New program from scratch
Description of every module: Requirement: A web based tool that multiple users (c100) can log into and upload an excel file at regular intervals (daily or weekly perhaps). Each users data is identical in content but unique to them. One of the excel columns is 'date first listed' and the tool is to use this date to send an email to each user with a word/pdf letter attached when each record reaches a certain age milestone. IE letter 1 immediately, letter 2 after 4 weeks, letter 3 after 8 weeks so on and so forth.
Description of requirements/functionality: The main user functionality should allow each user to set their own time lines associated with each milestone (but should default to a standard that the admin can set) and each letter template should be able to be amended dependent on the agent column within each excel record upload (max of 3 different templates per milestone and again to default to those set by admin). The tool needs to be able to ignore/delete duplicate records and only work for records which are status 'available' (status is one of the excel columns but the user should be able to update this manually too).
CMS and Admin requirements: Also needed is one admin user who can see how many records each user has uploaded and how frequently
Extra notes:
David C.
100% (1)Projects Completed
1
Freelancers worked with
1
Projects awarded
17%
Last project
18 May 2022
United Kingdom
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Hi!
Please clarify this aspect:
You said that the tool will send an email to each user with a word/pdf letter attached. Should I understand that the users who have uploaded the excels with the real estate data will receive emails from the similar other users(that have too uploaded their excels) or it is another type of users who will receive that emails?
Also the word/pdf letters will be uploaded too by users and will get attached to the email that the tool will send periodically?
527402520740
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