Microsoft Access 2010 SIMPLE CRM SETUP
$30-250 USD
Paid on delivery
We have a small company. We require an office CRM made using Microsoft Access 2010.
In the company we have a Managing Director, 2 sales people, an administrator and a designer.
We require there to be one database for each of the employees for the manager to view.
We have enclosed some spreadsheets with an idea of the fields required. We have also enclosed the mailmerge documents that the sales, administrator and managing director will need to generate.
The databases and spreadsheets will be linked so that the employees will complete their clients details which can then be seen by themselves, the administrator and also the managing director.
Each employee will be able to input their own informaiton and their commission will be generated each month as 3% of the commission received from each of their clients.
Each employee will only have access to their own informaiton. The Managing Director will have access to everything and be able to generate reports and also payslips, contracts, invoices etc.
The invoice spreadsheet enclosed shows an idea of the the fields we require. Please use your own ideas to set this out the best way possible. Just to explain some of our clients pay monthly others pay in two or three stages. We need the total to be shown easily and also the slaes persons generated commission which is 3% of the amount received.
The clients detailed spreadsheet is enclosed. Some of these fields are required for a mail merge. We require a well designed form for our sales people to be able to enter and view the clients easily. An easy search function also. There should be tabs for basic details, invoice details etc within the form.
The employee should be able to generate invoices, proposals and also see their commission generated. I have enclosed the invoice and proposal forms. Please set up the mail merge.
Each employee should have their own spreadsheet on their own computer. We have a network set up in the office.
They should only be able to see their own fields and clients etc.
However the managing director would like to be able to view each employees clients, their status and also the commission generated for each client/by each employee and total commission generated by each. The managing director will also need to be able to generate salary payslips. Please see July salary excel sheet enclosed. The payslips will be a basic monthly salary + 3% or earned commission.
The salary runs from the 1st of the month until the end of the month. The payment date is on the 16th of the following month. Therefore we require a part month salary to be a percentage of the total monthly salary.
There should be a sharing function obviously therefore for the managing director to be able to see and change everything as required. The designer and the administrator should have limited access. The designer should only be able to see clients details to which he is invited or has shared with him.
The amdministrator should be able to see everything however not be able to make changes only ue the information to generate forms etc.
As well as the functionalities we would like the forms to look good and be easy to navigate.
As discussed we have an office network on a windows 2003 server. We have a shared drive and also we have our own individual folders that only each employee themselves and the managing director can access.
We would like these databases and tables to be shared between us on either the shared folders or the limited access folders or both. Please organize and advise.
We look forward to hearing from you.
Kind regards
Project ID: #2396629
About the project
9 freelancers are bidding on average $220 for this job
I have 10 years experience in Access databases. I can do this project. More details in the PMB. Thanks.
