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Customer Management excel spreadsheet with form and reports

This project was successfully completed by florinserban for $50 USD in 2 days.

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2 days
Total Bids
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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

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