Database front end GUI

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  • #9644
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David G. has already sent a proposal.
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Description

Experience Level: Expert
I am generating customer contact leads in CSV format and wish to have a front end GUI wrote to handle my database (possibly in VB)

The GUI will be expected to have the following.

1. A CSV import tool which takes a new CSV file and adds it to my database checking for and highlighting any duplicates.
2. Add new lead function for manual entry (also with duplicate check)
3. Edit lead function.
4. Report / filter tool capable of generating reports based on date range and status.
5. Export function to export selected date ranges and fields in CSV format
6. Flag tool • pop up calendar on lead so “flag date” for future can be set
7. “Today’s work” tab • flagged leads show here and can be edited / re flagged for future of closed out.
8/ print letter function • I have up to 3 template letters in word which I will require populating with fields from the lead database (name addy etc…)


The GUI will be a stand alone item which “hooks” into my “master” CSV database and has a folder containing the 3 letter templates in work format so I can.

Overview of what I want to achieve. I take a fresh lead, import it into the GUI, I then print my first letter with one click which the GUI populates the client details, I then set a flag for 2 weeks, in 2 weeks the lead appears in “today’s work” and I can print second letter, change date again for future, add comment or close out.

Additional more detailed overview available on request.

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