Online accessible database with numerous user access
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- Posted:
- Proposals: 9
- Remote
- #1858000
- Expired
Custom B2B applications, ecommerce, booking and web solutions. Focus on bespoke developments. Magento.
Lichfield
Software developer, Web development, Mobile development, Search engine optymalisation
Zyrzyn
4059387829109731138824191824522001172621819329571968103
Description
Experience Level: Intermediate
Allow me to explain my needs:
I am a finance broker and get referrals from numerous sources. I would like to have one online system which my referral sources can access to get updates on how their customers are progressing. I know I can set up an online spreadsheet easily but I want each "source" to only be able to see their own information. So referral source A can't see referral source B's customers.
It doesn't need to be complicated. Just basic info such as date received, customer name, status (ie: in for assessment, approved, doc prep, in for settlement, waiting on info etc), and a section for notes. It would also be handy if it time and date stamped any updates so the other people can see the record is updates.
I would then give the link to the relevant sources and they would log in and only be able to see updates for their own customers and no other customers.
In another area/section, it would be good if myself as the main user to update etc (others need view access only) if it could collate the financial data and tally the monthly results.
Please ask any questions but it needs to be simple and easy to use. I will also need to be able to add more "sources" as they come to my business. This would essentially save me having to use 4 different spreadsheets which I currently do and email updates each day to my sources.
I am a finance broker and get referrals from numerous sources. I would like to have one online system which my referral sources can access to get updates on how their customers are progressing. I know I can set up an online spreadsheet easily but I want each "source" to only be able to see their own information. So referral source A can't see referral source B's customers.
It doesn't need to be complicated. Just basic info such as date received, customer name, status (ie: in for assessment, approved, doc prep, in for settlement, waiting on info etc), and a section for notes. It would also be handy if it time and date stamped any updates so the other people can see the record is updates.
I would then give the link to the relevant sources and they would log in and only be able to see updates for their own customers and no other customers.
In another area/section, it would be good if myself as the main user to update etc (others need view access only) if it could collate the financial data and tally the monthly results.
Please ask any questions but it needs to be simple and easy to use. I will also need to be able to add more "sources" as they come to my business. This would essentially save me having to use 4 different spreadsheets which I currently do and email updates each day to my sources.
Karin W.
98% (39)Projects Completed
46
Freelancers worked with
31
Projects awarded
12%
Last project
11 Oct 2021
Australia
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Hi Karin,
Do you have a hosted website that you have access to the Control Panel for? I ask this to see if it can be used to host your required application.
Kind regards,
Carl.
571843
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