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Customer Management excel spreadsheet with form and reports

Customer Management excel spreadsheet with form and reports by category:

1st page is a form

Capture Customer Details

Fields:

Name (textbox)

Phone Number (textbox)

Email (textbox)

How did you hear about us (textbox)

Unit Size : drop down list - entered on another page (page 6)

Location - (textbox)

Date of Occupation - Date Picker

Require Transport - From Where (textbox)- To Where (textbox)

Tick Box - invoice or quote

Date to follow up - calendar date picker

Customer Search Box

by name or invoice number

__________________________

Page 2 is customer list

tick box next to customer name

field (Paid or unpaid)

if paid - then enter date of payment

if paid then enter date of occupation

if quote then option to convert quote to invoice

option - customer is not taking unit (tickbox) - if ticked then -> enter Reason - keep customer in database but remove from outstanding quotes and invoices list

Page 3 display outstanding quotes and invoices list with dates and customer names and quote or invoice number

Page 4 - follow up Calendar

Add Customers in their follow up date on calendar

Page 5 - Reports page -

total outstanding invoices and quotes list -

areas by popularity

unit sizes by popularity

graphs to show a selected months amount of bookings and area

Beceriler: Excel

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İşveren Hakkında:
( 46 değerlendirme ) Johannesburg, South Africa

Proje NO: #753114

Seçilen:

florinserban

Hi. Please check PM for details. Thanks!

2 gün içinde 50$ USD
(2 Değerlendirme)
3.2

13 freelancer bu iş için ortalamada 89$ teklif veriyor

nagybatonyi

Such jobs are my daily practice, please see PMB for details! Regards!

in 5 gün içinde100$ USD
(39 Değerlendirme)
5.4
nsurani

We have both passion & expertise to do the job well within specified time & budget.

in 0 gün içinde300$ USD
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3.1
Nicerfreelancer

I am ready to start working on this project

in 5 gün içinde30$ USD
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dovesol

Plz check PMB for details.

in 10 gün içinde200$ USD
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Kudzo

Please kindly check [url removed, login to view] you

in 2 gün içinde30$ USD
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rembranti2010

I am ready to work

in 5 gün içinde50$ USD
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FizaZahir

Hi, I am a software quality engineer by profession. I will deliver a quality work with the given time period.

in 2 gün içinde150$ USD
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faisalakram7997

I am ready to worn on this project.

in 7 gün içinde70$ USD
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mariamass

I am very good at excel and other data entry programs, experience about 27 yrs.

in 2 gün içinde31$ USD
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wemas

:-) Kindly check pm

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briscoedarling

I am proficient with Excel. I am very accurate with my entry and thorough with my proofreading to insure accuracy.

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jkumarshiva1

Please read my PM

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