Customer Interaction / Interview Tracking Application in Access
- Status Closed
- Budget N/A
- Total Bids 15
HOP Mobility Counselor Data Capture Tracking System. This solution will track customer feedback sessions.
Can you provide some examples of your similar work?
It will support 10 remote agents.
Require basic report triggered by the selection of " Frail Elderly "
10 named user access
Will be hosted off premise
Application Content Number
Object Type and Appearance Questions and Comments
1. Applicant Name Text Box First/ Last/ MI
Dropdown Select / Mr. Ms. Etc
2. Demographic Information Age Select Box
Can you provide more descriptions or classifications of race and ethnicity categories?
Are date ranges and/ or birthdates required to classify or quantify Elderly as a selection?
3. Contact Information Main Header / Label
4. Current Address Address Box / City/Sate/ZIP
5. Home Phone ### ### ####
6. Cell Phone ### ### ####
7. Work Phone ### ### ####
8. Damaged Property Address Address Box / City / Sate / ZIP
9. Property Address Location Description Dropdown Selection Choices
10. Assigned Consular Name Name Textbox
11. Date Referred To HOP Calendar Range Selection 2012 – 2015
12. Type Of Counseling Session Dropdown Box Selections
Post Move Mobility Counseling
13. Type Of Contact Dropdown Selections
Added Office Visit and Fax Contact. Is this needed?
14. Length of Session Dropdown Selections In 30 Minute Increments
Max At 8.5 Hrs Is this range acceptable?
15. Date Of Session Calendar Selection
16. Case Notes From Session Comment Box How many text lines are required?
17. Consular Follow Up Action Comment Box How many text lines are required?
18. Application Program Tier Dropdown Box
Tier 1 = 5-10 pts
Tier 2 = 10-25 pts
Tier 3 = 30+pts
19. HOP Relocation Assessment Date Calendar Selection
20. Assigned Realtor Name Only
21. Referrals To Other Services Comment Box How many text lines are required?
22. Applicant Decision
Opt In Or Out Dropdown Box
23. Reason For Opting Out Comment Box How many text lines are required?
24. Ownership Counseling Date Calendar Selection
25. Closing Date Calendar Selection
26. Move In Date Calendar Selection
27. Survey Date Calendar Selection
28. Details Of Counselor’s Accomplishments Comment Box How many text lines are required?Get free quotes for a project like this
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