Access CRM database requires further functionality

  • Status Closed
  • Budget $30 - $250 USD
  • Total Bids 9

Project Description

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, the database creates 1 record per client, but I would like this changing so that each client is one record, and then within each client, they can have multiple records.

Main App home page with individual log-ins - with different permissions for each one.

Comprehensive reporting.

Cosmetic changes - mainly just moving fields around on the front-end of the app.

A scan feature. We are going to be looking to get some ocr software to enable us to batch scan documents and have the software sort them, I would then like them to be effortlessly imported into the database. Also, if you can create a scanning feature within the database, where we could click scan in the database and it would save whatever document is being scanned with the client's record, that would be great.

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.

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