Closed

Client/Affiliate Management Portals

Im looking for someone to build me a Affiliate/Client Management Portals

Below Im going to describe what I need the portals to do on both ends....

Portal 1: Admin Management Portal

Across top I want a navigation menu with the following tabs:

Home - Active Clients - Suspended Clients - Cancelled Clients - Collections - Add Clients - Schedule Appointments - Affiliates Portal - Earning Reports

In the Home tab:

When the home tab is hit it should only show the menu across the top and our logo in the body part of the screen. (finish)

Active Clients Tab:

When we hit the active clients tab it should show us a list of all the active clients first and last name, phone number, and email address.

Also when the Active Clients Tab is entered in the corner it should show us a current count of how many active clients we have in the system.

Suspended Clients Tab:

When we hit the Suspended Clients Tab it should also show us all the suspended clients First and Last Name and phone number. It should also in the corner show a current count of suspended clients we have.

Cancelled Clients Tab:

When we hit the Cancelled Clients Tab it should show us a list of all the cancelled clients we have in the system their first and last name and also phone number. Also in the corner it should show a current count of cancelled clients.

Collections Tab:

When we hit the collections tab it should show us a list of all the clients that are in collections with there first and last name, phone number, email, Billing Date, and Monitoring Price Monthly.

Add Clients Tab:

When we hit the add clients tab it should have the following-

1. Name

2. Address

3. City

4. State

5. Zip

6. Email Address

7. Home Phone

8. Cell Phone

9. Work Number

10. Emergency Number

12. Secondary Contact Person

13. Secondary Person Phone Number

14. Original Contract Date

15. Billing Date

16. Monitoring Price Monthly

17. (Drop Down Box) Active Client - Suspended - Cancelled

18. Client in Collections (Yes or No Check Box)

19. Customer Notes (Text box)

20. Referred Source (It should have a drop down box and a list of every active affiliate we can select to attach to client)

21. Affiliate Commission Pay Amount

Schedule Appointments Tab:

We should be able to add appointment notes to any day by hitting a button that say schedule new appointments.

Schedule appointments tab should have a full month calendar and we should be able to click on any day on the calendar and it show us any appointments we have scheduled right below it.

Affiliate Portal Tab:

In the affiliate tab it should show a list of all affiliates first and last name and phone number. It should also show a count on how many referred clients that have and also a count on how many active clients they have. It should also show how much commission they have earned in that month as well.

Earning Reports Tab:

Earnings report tab should show each affiliate and how much they have earned for the current month.

Portal 2: Affiliate Management Portal

Across top menu we want a navigation menu with the following tabs:

Refer New Client - Active Clients - Suspended Clients - Cancelled Clients - Earnings

Refer New Client Tab:

Refer New Client Tab should have the following:

1. Name

2. Address

3. City

4. State

5. Zip

6. Email Address

7. Home Phone

8. Cell Phone

9. Work Number

10. Notes (text Box)

Once Affiliate hits the submit button on refer new client that information is should be sent over to our Admin Management Portal.....

Active Clients Tab:

Should show all the active clients from our admin portal that only that specific affiliate referred.

Suspended Clients Tab:

Should show all the suspended clients from our admin portal only that specific affiliate referred.

Canceled Clients Tab:

Should show all the suspended clients from our admin portal only that specific affiliate referred.

Skills: AJAX, Anything Goes, MySQL, PHP, Software Architecture

See more: work from home collections, work from home billing, work from home affiliates, right management, person management, original client, how to check work email from home, how much should i pay for a logo, email address management, collections work from home, client information management, billing from home work, affiliate work from home, what is client, calendar management, billing from home, PORTALS, client management, Admin management, affiliate management system, ajax management, schedule management, count number tabs, check box select, emergency management

About the Employer:
( 8 reviews ) Merrillville, United States

Project ID: #2648607

7 freelancers are bidding on average $336 for this job

dotsaravanan

Hello, Thanks for your post. Kindly check our PMB.

$250 USD in 4 days
(21 Reviews)
6.3
ftsfreelanesl

See related demo on private msg

$250 USD in 5 days
(48 Reviews)
5.7
ritskc

Dear Sir / Madam, I have more than 10 years of experience in IT Field and more over I have handled projects in various domains such as Trading, Manufacturing, Health care Management.I was associated with top class M More

$1000 USD in 40 days
(4 Reviews)
4.4
KarjSOft

We, KarjSoft Team, have studied the initial requirements of your project. We'd like to offer you our services for development of this project & to develop high quality web application in lowest possible time frame and More

$350 USD in 12 days
(8 Reviews)
3.7
arslaanmasood

Hello Sir, WE can finish it up in 10-12 days [url removed, login to view] have worked on such kind of projects before we have made ERP system for schools and universities and have worked on different portals and have almost 7 years experie More

$250 USD in 10 days
(0 Reviews)
0.0
D0tnet

I am the one who is sit of your [url removed, login to view] to start check pm.

$50 USD in 5 days
(1 Review)
0.0
viky0157

I would like to takes this project

$200 USD in 10 days
(0 Reviews)
0.0
B58EBma7L

Custom software development: w w w . The Administrator removed this message for containing contact details which breaches our Terms of Service . i o

$250 USD in 1 day
(0 Reviews)
0.0