Customer Management excel spreadsheet with form and reports

• Project ID:

  753114

• Project Type:

  Fixed

• Budget:

  $30-$250 USD
  

Project Description:

Customer Management excel spreadsheet with form and reports by category:

1st page is a form
Capture Customer Details

Fields:

Name (textbox)
Phone Number (textbox)
Email (textbox)
How did you hear about us (textbox)
Unit Size : drop down list - entered on another page (page 6)
Location - (textbox)
Date of Occupation - Date Picker
Require Transport - From Where (textbox)- To Where (textbox)

Tick Box - invoice or quote
Date to follow up - calendar date picker


Customer Search Box

by name or invoice number

__________________________

Page 2 is customer list


tick box next to customer name
field (Paid or unpaid)
if paid - then enter date of payment
if paid then enter date of occupation
if quote then option to convert quote to invoice

option - customer is not taking unit (tickbox) - if ticked then -> enter Reason - keep customer in database but remove from outstanding quotes and invoices list

Page 3 display outstanding quotes and invoices list with dates and customer names and quote or invoice number

Page 4 - follow up Calendar
Add Customers in their follow up date on calendar

Page 5 - Reports page -
total outstanding invoices and quotes list -

areas by popularity
unit sizes by popularity

graphs to show a selected months amount of bookings and area

Skills required:

Excel