Customer Management excel spreadsheet with form and reports by category:
1st page is a form
Capture Customer Details
Phone Number (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
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Such jobs are my daily practice, please see PMB for details! Regards!
We have both passion & expertise to do the job well within specified time & budget.
Hi, I am a software quality engineer by profession. I will deliver a quality work with the given time period.
I am very good at excel and other data entry programs, experience about 27 yrs.
I am proficient with Excel. I am very accurate with my entry and thorough with my proofreading to insure accuracy.