Outlook CRM

This project was awarded to joebrassi for $480 USD.

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$250 - $750 USD
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Project Description

Project Description:

Create Outlook Add-on program to add fields into Outlook calendar appointments and to link selected appointment details to an SQL database for reporting. This will give the Outlook Calendar some basic CRM functionality.
This project consists of 3 parts:
1. Creating additional fields (free entry and pull-down boxes) onto an Outlook Calendar appointment entry form.
2. To automate the linking of calendar appointment information (for each appointment or for specific date ranges) into an SQL database.
3. To provide the capability to create various reports from this database. This may be as simple as a filter view of all fields or more complex of specific reports with sub-totals and totals of visits, etc…

I am looking for your proposal which will make the job of entering usual and additional information into appointments seamless and quick

Please respond with your relevant experience and a brief description as to how you would tackle this project. I will send the detailed project brief only to the best qualified freelacers based on your responses to this task.

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