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Access CRM database requires additonal functionality

£20-250 GBP

Completed
Posted about 10 years ago

£20-250 GBP

Paid on delivery
I have a Microsoft Access CRM database that stores individual client records, whereby each client has a record with all their details on, and from that record the database creates automated letters. There are numerous template letters, and the database enters the variables based on the client's record. The main amendments required are: At the moment, we deal with only 1 product, but we are moving into another market, so we need the database changing so that when a case record is created, we can specify which product is relevant and then the front end of the database would reflect this. So, if we create a case for 'product a', the database front-end shows the relevant fields for this product, but if we create a case for 'product b', the database shows us a different front end with (slightly) different fields and with different letters attached. With this 2nd product we need to add some letters. At present, the database creates word documents by using letter templates and taking information from fields within the database to create the letters. We need some of these editing and some new ones creating (we have the template with the content) Improved reporting. Slight cosmetic changes. I have attached a lengthy document detailing all of the required amendments, as well as a copy of the database, so hopefully it will all make sense for you. I am sorry if any of this is unclear, if you would like further information, please get in touch and I will try and provide as many details as possible! Thanks for looking, and I look forward to hearing from you.
Project ID: 5406710

About the project

22 proposals
Remote project
Active 10 yrs ago

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Hi, I m a software engineer and my experience of over 8 years makes me an expert on anything called database. Your project will be completed to your full satisfaction.
£100 GBP in 7 days
5.0 (9 reviews)
4.0
4.0
22 freelancers are bidding on average £373 GBP for this job
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We are amongst top 1% global outsourcing providers. We have successfully finished over 430 projects in last 13 years. ID : 5406710 Greetings, We are interested to work on this project, please find my comments inline with yours, 1. I have a Microsoft Access CRM database that stores individual client records, whereby each client has a record with all their details on, and from that record the database creates automated letters. There are numerous template letters, and the database enters the variables based on the client's record. =>Ok. What version of MS Access? 2003/2007/2010  Front-end and backend or combined? How many tables, forms exists in the database. Forms are bound or unbound (DAO or ADO coding)?  The main amendments required are: 2. At the moment, we deal with only 1 product, but we are moving into another market, so we need the database changing so that when a case record is created, we can specify which product is relevant and then the front end of the database would reflect this. So, if we create a case for 'product a', the database front-end shows the relevant fields for this product, but if we create a case for 'product b', the database shows us a different front end with (slightly) different fields and with different letters attached. => Ok. Let me know products and their fields are fixed? e.g only 2 or 3 products , if products are fixed then let me know which fields should be displayed for each product.
£277 GBP in 15 days
4.9 (332 reviews)
7.6
7.6
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Res. Buyer I have gone through your project requirements. I will do all the things necessary for the second product with front end changes and the word template changes and linking of word with access. Please send existing file an we will discuss further.. Thanks for your time Regards Prashant
£333 GBP in 3 days
5.0 (583 reviews)
7.3
7.3
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Can help... I am an Expert... Please start a Discussion with me and we can get started from there... Please check the past projects I have handled and check my reviews for what employers have to say about my work... Can start right now...
£1,500 GBP in 10 days
5.0 (37 reviews)
6.3
6.3
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Hello, Happy to help you out. I need some more clarifications on the project before proceeding. Please communicate to discuss Thanks Aniruddha
£103 GBP in 7 days
4.8 (154 reviews)
6.6
6.6
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Dear Paul Matt Your requirements seems clear. I 'd like to have a small discussion to make clear some small thing. Please let me know when you are online, thank you. Thanks & B/R
£206 GBP in 3 days
4.5 (76 reviews)
7.0
7.0
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Hello, If possible I would like to get more details related to this application in order to initiate an action plan to cover all the points noticed by you. I have let 10 days on this project because for sure we will exchange a lot of information, probably will be involved some tests regarding the new functionalities, all these will consume time but will be a productive one. Anyway I am going to keep a live dialog during project evolution to ensure the final result will fit as best as possible your needs. Hoping we will have a very constructive collaboration I am looking forward by your next instructions. Thank you and best regards. Gelu
£166 GBP in 10 days
5.0 (151 reviews)
6.3
6.3
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A proposal has not yet been provided
£166 GBP in 3 days
5.0 (9 reviews)
5.1
5.1
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Hi, I'm very interested helping you creating your CRM database, I have more then 7 years of experience in SQL and database administration, modeling, optimizing and manipulating, please do not hesitate to check my portfolio, there is some samples of databases modeling and database assignments. I've checked your requirement I can do this job in the deadline without a problem, because I've done many projects like this. Please send me all other details if you have about your database, so we can start asap. I'm available, and can start immediately. Looking forward to working with you. Thank you for your consideration. Regards
£315 GBP in 15 days
4.4 (31 reviews)
5.3
5.3
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Hi, An ASP.NET,c#,vb ,SqlServer,JQuery,Javascript expert here. Please feel free to discuss the project with me so that i can wrap it up in a timely manner as per your requirements. I would like to highlight following qualities of me why you would love to work with me. 1) Has an eye for detail and places heavy emphasis on end user experience. Bringing more value to the table is the utmost priority of my career goal. I believe in continuous progress and rapid upkeep with latest technology is the key to thrive. 2) My focus is on doing high quality work. I am finding an individual approach to each new job and do it professionally, quickly, qualitatively, paying attention to even the smallest details. 3) The most important thing for me is a quick and quality work. 4) I specialize in making things intuitive, engaging and enjoyable. 5) Programming is not only my job but it is also one of my hobbies. Coding is fun for me and my goal is to always exceed the expectations. I try to compete on quality not quantity or price with the other programmers. 6) You will get perfect end result of work on time and you will be satisfied with the end product. I would like to have a detailed document of your requirements so that we can discuss the each and every point in details. Thanks, Murtaza
£450 GBP in 10 days
5.0 (8 reviews)
4.6
4.6
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Dear Sir / Madam, I'm a computer engineer with BS Degree, working as a freelancer in Istanbul, Turkey. I can complete your project as fast & accurate. Please let me know. Looking forward to hearing from you soon, Best Regards, Gokhan ONAL
£111 GBP in 5 days
5.0 (2 reviews)
2.7
2.7
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Hi paulmatt, thank you for the detailed requirements. I am currently working on a very similar project for a company in the UK relating to contract generation and billing management. I hope this proposal finds you well. I am a professional consultant with a breadth of experience in Microsoft Office products specialising in data manipulation and the presentation of business intelligence or management information. I assume the solution excludes workflow approvals (e.g. where offers deviate from the standard database price by x%) and doesn't include billing or consider stock availability. I have the technical capabilities and commercial understanding to bring your requirements to life. I would be very interested in discussing your project further and establish a plan of action to meet your needs. I look forward to hearing from you. Kind regards, SMD.
£130 GBP in 2 days
4.4 (4 reviews)
3.2
3.2
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A proposal has not yet been provided
£666 GBP in 10 days
5.0 (1 review)
2.4
2.4
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I am available right now. In my total 13 IT years of experience I have done lots of with project management.I am a expert Database Architect.I have done lots of database design and development for desktop and web based applications using .Net, LAMP, Flash Action Script, HTML 5, Java Script, JQuery, AJAX, CSS, XML,DNS, IIS(Admin),Oracle PL-SQL,Classic ASP, MS SQL (DBA,T-SQL),VB 6.0,VBA,COM/DCOM,VB Script,MS Access, Excel, Macros, Flash (AS2, AS3), Crystal Reports (Designer and Server), ColdFusion
£277 GBP in 5 days
5.0 (2 reviews)
2.3
2.3
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We had gone through your requirements, and we have the experience in MS Access database also, Please forward the details to us. Thanks & Regards, Mathews from SunNet Software, Noida, India
£250 GBP in 10 days
0.0 (0 reviews)
0.0
0.0
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Ok, I'm ready. ******************* ******************* ******************* ******************* francesco
£1,766 GBP in 30 days
0.0 (0 reviews)
0.0
0.0
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I have experience in creating microsoft access databases that have been used in corporates for example purchase request application, leave application for staff, and telephone requests. I have also customized existing microsoft access databases.
£150 GBP in 10 days
0.0 (0 reviews)
0.0
0.0
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A proposal has not yet been provided
£150 GBP in 3 days
0.0 (0 reviews)
0.0
0.0
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Dear Sir, As per your requirement you need database changes as well as changes in front-end developed in vb-6. I have overall 10 yrs of exp in the field of vb-access,vb-oracle. Already have exp of handling large databases in oracle. Your database will be generalized to accept as many product as will like. It will be linked with master. So in future if you want to expand your business you will have no need to make changes in s/w You may contact me at +91-9386727979 for any further clarification. With Regds, Goutam Jha, Mob : 9386727979
£150 GBP in 3 days
0.0 (0 reviews)
0.0
0.0

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Flag of UNITED KINGDOM
Torquay, United Kingdom
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