En cours

Sharepoint Development

I operate a Finance business that offers services in Financial Planning, Accounting and Mortgages. I would like a custom designed CRM that allows me to capture my clients profit and loss and Balance sheets. The CRM needs to interact with Outlook for email generation and Word for our main report (a complete date dump in a readable format that can be given to the client). We require customised queries as well including reports on dates (those clients that have an upcoming birthday, birthdate milestone, review dates, etc) as well as on entered data (those that use mortgage services but not accounting etc). We have a database operating in draft format in Suite CRM but I want it moved to an Office365 SharePoint database with desktop access (via web only if it can be done, otherwise via desktop access). I have attached some preliminary work but please note that this needs some adjustment.

Complete as discussed for AUD 444

Compétences : Développement de bases de données, Excel, Microsoft Access, MySQL, PHP

Voir plus : web development sharepoint, offers services, custom web development services, custom database development, custom crm development, business finance profit planning, software importing data simply accounting, data pro accounting, web application development sharepoint masterpage, custom development sharepoint, extract data use data perl, extract data simply accounting, will quickbooks convert data simply accounting, freelancer silverlight development sharepoint, review spss data entry, convert data simply accounting quickbooks

Concernant l'employeur :
( 31 commentaires ) Jaipur, India

N° du projet : #8482526

Décerné à :

jschaffranek

Hired by the Employer

$4 AUD / hour
(12 Commentaires)
4.8