I need a way to monitor attendance and performance of a local networking group
- or -
Post a project like this£500(approx. $626)
- Posted:
- Proposals: 7
- Remote
- #1523035
- Expired
We are Web, Mobile Apps and Digital Marketing Agency (PHP, .Net, MEAN, iOS, Android, Ionic-Cordova)
Bay Minette
4304615684999130941153537127813215950351637497
Description
Experience Level: Intermediate
General information for the business: Small, local networking group wants to track attendance and performance of members
Description of requirements/functionality: I need a bit of Wordpress development for a website which is a small, local networking group.
This will allow front-end login for members of the group’s members.
When logged in:
• Any member can submit a piece of referred business. This will have the following fields:
o Date referral given
o Name of Giver (drop-down option from a list which is editable – has “Other” option with free-text field)
o Name of Receiver (drop-down option from a list which is editable – has “Other” option with free-text field)
o Referral details (free text field)
o Internal/External/Repeat (drop-down option)
o One-off value (a GBP value which will be used for calcs below)
o Annual value (a GBP value which will be used for calcs below)
o Giver comments (free text field)
o Receiver comments (free text field)
o Led to Business (Drop-down Yes/No/Pending)
When someone leaves the group, we want to be able to remove their name from the list of Giver/Receiver but leave their old referrals on the system
We then want the ability for people to do drill-down interrogation of the data like:
• Choose “Giver” and list all referrals given – including a particular date range if desired – and show the quantity and value of those referrals. Including option of filtering on “Led to Business” field
• Choose “Receiver” and list all referrals given – including a particular date range if desired – and show the quantity and value of those referrals.
• Choose a date range and list all referrals given and show the quantity and value of those referrals.
• From the lists of referrals, one can be selected to be able to see all fields of it.
• Ability to edit an individual referral by adding/amending certain fields.
• Only Super User can delete referrals
• Would like the ability to export as CSV for any of the above displays
Separate part of the plugin will allow an easy way to put in the date of each meeting and a simple tick box to show which members were present – displaying over time like a spreadsheet.
• There will be a free-text field where Visitor names would be added
• Would like ability to export to a CSV
Extra notes: Current website is Wordpress. If easier, we would have a Joomla extension and we would have a sub-domain of the main website to cope with all this.
Description of requirements/functionality: I need a bit of Wordpress development for a website which is a small, local networking group.
This will allow front-end login for members of the group’s members.
When logged in:
• Any member can submit a piece of referred business. This will have the following fields:
o Date referral given
o Name of Giver (drop-down option from a list which is editable – has “Other” option with free-text field)
o Name of Receiver (drop-down option from a list which is editable – has “Other” option with free-text field)
o Referral details (free text field)
o Internal/External/Repeat (drop-down option)
o One-off value (a GBP value which will be used for calcs below)
o Annual value (a GBP value which will be used for calcs below)
o Giver comments (free text field)
o Receiver comments (free text field)
o Led to Business (Drop-down Yes/No/Pending)
When someone leaves the group, we want to be able to remove their name from the list of Giver/Receiver but leave their old referrals on the system
We then want the ability for people to do drill-down interrogation of the data like:
• Choose “Giver” and list all referrals given – including a particular date range if desired – and show the quantity and value of those referrals. Including option of filtering on “Led to Business” field
• Choose “Receiver” and list all referrals given – including a particular date range if desired – and show the quantity and value of those referrals.
• Choose a date range and list all referrals given and show the quantity and value of those referrals.
• From the lists of referrals, one can be selected to be able to see all fields of it.
• Ability to edit an individual referral by adding/amending certain fields.
• Only Super User can delete referrals
• Would like the ability to export as CSV for any of the above displays
Separate part of the plugin will allow an easy way to put in the date of each meeting and a simple tick box to show which members were present – displaying over time like a spreadsheet.
• There will be a free-text field where Visitor names would be added
• Would like ability to export to a CSV
Extra notes: Current website is Wordpress. If easier, we would have a Joomla extension and we would have a sub-domain of the main website to cope with all this.
Christoph K.
100% (1)Projects Completed
1
Freelancers worked with
1
Projects awarded
0%
Last project
18 May 2023
United Kingdom
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Look forward to hearing back from you.
Best Regards,
Bals.
382328
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