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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.

Kĩ năng: Microsoft Access, Excel, Visual Basic, Lập trình cơ sở dữ liệu, Visual Basic cho Ứng dụng

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Về Bên Thuê:
( 3 nhận xét ) Delta, Canada

ID dự án: #31018193

Được trao cho:

(77 Đánh Giá)
5.9

22 freelancer chào giá trung bình$524 cho công việc này

(252 Nhận xét)
8.2
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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 Thêm

$1000 CAD trong 7 ngày
(20 Nhận xét)
5.0
(9 Nhận xét)
4.3
(5 Nhận xét)
3.2
(2 Nhận xét)
3.3
(4 Nhận xét)
3.2
(8 Nhận xét)
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 Thêm

$250 CAD trong 14 ngày
(2 Nhận xét)
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 trong 7 ngày
(1 Nhận xét)
1.6
(2 Nhận xét)
1.4
gryndanya

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

$500 CAD trong 7 ngày
(0 Nhận xét)
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 trong 4 ngày
(0 Nhận xét)
0.0
(0 Nhận xét)
0.0