There are 2 excel files:
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- contains information about the contacts that belong to some company
- contains information on what kind of present was sent to this contact for the Christmas throughout multiple years (types of presents: card, eCard, calendar, other (+comment field))
- contains also deactivated contact – i.e. was a contact but not anymore in the company (these contacts are marked with strikethrough)
- contact can be of different category (contact, alumni an etc.). A single contact can be of multiple categories
- contact is assigned to specific responsible person
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- contains information about the companies and the contracts that are made with this company. So, one company can be entered multiple times due to the different contract number.
- company is assigned to specific responsible person
I need an access, excel or standalone tool that will be used as a contact directory tool. Prior to the functionality – several challenges that need to be resolved:
- the db structure and itself should be created – preferably with MS Access, as there is no possibility to install additional app on the pc
- the existing data should be imported
- the user should predefine the column names, where the information about the Christmas presents is, because these should probably be inserted in separate table
- some of the companies in the contacts file do not exist in the companies file or have different name, therefore a manual mapping ui is needed
Further, the following functionality with UI should be done:
- Add Users / Companies
- Search through contacts via name, last name, company name, responsible person name
- Filter contacts by responsible person name
- Search companies by names, contract numbers, and responsible person name
- Filter companies by name and responsible person name
- See what a responsible person has sent to his/her contacts in the last years, so that he/she can decide what to send in the current.
- Prepare a letter (word files) for multiple contacts at once (vba code is prepared, so a placeholder is sufficient, the rest can be integrated on our own)
- Deactivate column for the contacts, which is a checkbox for just making the font color red, so that it is clear that this contact is no longer important / left the company.
- Export data for the selected contacts
- Events. Need a functionality to add events (event name, date, country, city, address, comment) and add participants to these events. Also see the list of participants for the selected event and export list of participants.
There might be minor points that I’ve forgot, but mainly this is the functionality. If you decide to do the tool in Excel (both UI and DB) – I have a partial structure fully ready, so one needs only to implement the code, if in Access – there is more done, but should be checked and optimized anyways.
35 freelancers are bidding on average €149 for this job
Sir, I am well versed in these kind of jobs and can do your project as per requirement. **I am ready to start Waiting to hear from you. Regards Relevant Skills and Experience Data entry, excel