En cours

collection management

build web application for following up collection transactions with accounts . we can send e-mails to these accounts . a portfolio comes monthly ,distributed by collection manager to different collectors . they contact the customers and record what happened with them .the collection manager can send e-mails and sms to these customers . we will deploy this application to work on the cloud .

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Scenario of the system :

1-a new portfolio arrive for collection (usually in CSV format)

2-The file is imported on the system and create an account for each line of CSV file .this option is done by the collector manager

3-Each collector works on his list of open accounts , and record the action and remarks and contact number . The collector can have a dashboard with current open accounts with last action .

4-The collection manager can send SMS or email to certain list of accounts .

5-at any time ,the collection manager can archive any account ,so the collector can no more work on it (means marking this account)

[login to view URL] collection manager has a dashboard with all collectors and can see each collector on detail

7-The collector can have a report of his actions on certain period or on some accounts

8-The collection manager ,can have list of actions for certain period

9-there should be a search option on the different account by name,mobile,city ,...

10-collection manager can record payment on the accounts manually of from CSV file

Expected no. reports 4

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Further notes (26/03/2020):

1-no target for the collector,he will finish as much as he can from the accounts assigned to him

2-some accounts can be transferred from one coll. to another

3-assignment can be done manual or from the excel file imported monthly

4-sending SMS and emails from inside the application by the collection manager

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Further notes(28/03/2020):

1-multiple PDF files can be attached for each account

=====================================================

Compétences : Design de site internet, Serveur SQL Microsoft, ASP.NET MVC, MySQL, PHP

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Concernant l'employeur :
( 0 commentaires ) jeddah, Saudi Arabia

Nº du projet : #24551103

Décerné à:

WebInfoSolutions

I am assuming that the system with roles like collection manager and collector will be used for internal purposes. is that correct?

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8.0

45 freelance font une offre moyenne de $1435 pour ce travail

meet2amitvw

Dear employer as a full-stack developer i am having relevant skills as you requested in your project description...i can share some demo as well in further chat. can we discuss more on this to get detail understanding Plus

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9.3
winmaclin

Hi adelaraby, By reviewing attached screens, WEB APPLICATION FOR FOLLOWING UP COLLECTION TRANSACTIONS WITH ACCOUNTS can be definitely developed by us with features like - file is imported and create an account - colle Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 40 jours
(983 Commentaires)
9.8
leadconcept

Hi, We have analyzed the requirements and web app is to be developed which will be used to manage the collection of transactions for the accounts. Kindly let us the details of the data which will be imported from colle Plus

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(114 Commentaires)
9.1
arhamsoftltd

Hi, I can create and design a web application for collection management of transactions from different accounts. I have gone through the flow and ready to get started right away. My 9 years of development experience Plus

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9.3
nuked24

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ilicotech

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7.9
eclipsetechno

Hi, I have understood that you would like to make a transaction management with accounts and collections from the customers, so I shall recommend to make such system using AWS cloud and opensource technology like PHP Plus

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7.7
Solaristech

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7.4
iblinfotech

Hello There Having an eye over the project description & reviewing the attachment([login to view URL]), We consider our-self very well versed with required technical skills to help you to develop & design a Web app colle Plus

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flance9

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7.1
AwaisChaudhry

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malballah

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6.7
Agiletechstudio

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esagetech

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devstart1234

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6.5
rwebexe

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clarigo2

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6.7
Mediacasino

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schoudhary1553

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