Create Microsoft Access Database for tracking incomming phone calls/mail/interactions
$30-50 USD
进行中
已发布超过 11 年前
$30-50 USD
货到付款
I would like you to set up an access database for incoming client materials that intake personnel will process. This database should have drop down menus with editable office names. We should be able to export our client list to the database and add new clients. there should be drop downs or icons for what kind of info is dropped off, or what kind of interaction is being imput ( inomming mail, tax notices, payments, invoices ect.) There should be a notes section for additional details of the interaction. There should be a easy search feature bolted on for isolating date ranges and interactions with cliens.
If you have any questions please contact me for clarification before bidding.