Käynnissä

Client Management Using MS Access

Create a Dashboard in MS Access from which to manage my client database.

Currently I use MS Office 365 with a series of files, Word, Excel PowerPoint.

The Client Database Forms are already built into the Moneymap Financial Access database.

The project is a create an integrated seamless process using Access.

For example if I need to create a Financial Plan for a client, I would simply go to the Dashboard load the client or business name and then click on Create a Financial Plan.

Similarly if I need to give a client a statement of their current Term Deposit holdings.

Ditto If I need to create a Client Engagement Agreement: I would go to the Dashboard, create and print an agreement.

Taidot: Microsoft Access, Excel, Visual Basic, Tietokantaohjelmointi, Visual Basic for Apps

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Tietoa työnantajasta:
( 3 arvostelua ) Delta, Canada

Projektin tunnus: #31018193

Myönnetty käyttäjälle:

(77 Arvostelua)
5.9

22 freelanceria on tarjonnut keskimäärin $524 tähän työhön

(252 arvostelua)
8.2
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8.3
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8.2
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5.6
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5.6
prakash2813

Hi there, I am software developer with 7+ years of experience in web and desktop app and game development. I have strong expertise in MS Access database. I just read the details and checked all attached files and looks Lisää

$1000 CAD 7 päivässä
(20 arvostelua)
5.0
(9 arvostelua)
4.3
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3.2
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3.2
(8 arvostelua)
2.9
rjramanayake

I have gone through your dashboard design and forms and reports.I am sure with my experience, i can build the dashboard as per your [login to view URL] feel free to contact me and discuss further. 8+ years professional Lisää

$250 CAD 14 päivässä
(2 arvostelua)
1.9
baig78259

Hi there, I can do this for you. Please message me so we can discuss this in detail and kindly have a look at my portfolio because I have done similar Ms Access work. Looking forward for your response. Regards

$500 CAD 7 päivässä
(1 arvostelu)
1.6
(2 arvostelua)
1.4
gryndanya

Excel/MA developer experience over 4 years I can start working immediately. Let's discuss details in chat. Thanks

$500 CAD 7 päivässä
(0 arvostelua)
0.0
MIKDWS

Hi I read your project carefully and ready for on its. Hope to hire from you in your project. disscussed in more detail.

$250 CAD 4 päivässä
(0 arvostelua)
0.0
(0 arvostelua)
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