Create Filemaker Pro 14 database and forms

Completed Posted 7 years ago Paid on delivery
Completed Paid on delivery

We would like to convert our Excel client tracking, commission tracking spreadsheets into a Filemaker solution. A big part of moving to this solution is the ability to import CSV or Excel commission sheets monthly from the insurance carrier into Filemaker. We hired someone to do this project previously, but it became clear that they were unable to deliver what we needed...however we did get a handful of working import scripts complete. This project (at least Phase 1) is centered around setting up our Tables, Records and Reports so that we can manage our insurance agency more efficiently. We have a partner that shared their setup with us and we would like to emulate their design....but changed slightly to meet our needs. We have screen shots as a suggestion, but really don't care as much about the layout as the functionality. It should look clean and fresh, and be easy to enter new data that is not imported, easy to search client policy info when they call and easy to view commission activity. Provided is a workbook (and I'm probably not using correct Filemaker language...very sorry) that breaks down our needs into Databases-->Records-->Tabs-->Fields. There would be 4 Databases created (Groups, Carriers, Agents & Brokers and Licenses) Hopefully you will be able to tell from the attachment what we are needing. I will need to share the script once we choose a developer to ensure that we map the script fields correctly to the new layout.

FileMaker PHP Software Architecture

Project ID: #10156883

About the project

10 proposals Remote project Active 7 years ago

Awarded to:

bonech

Hello, I’m a very friendly, but very hard worker (6.5 days a week - 70/90h per week), and technically-astute Swiss engineer ready to solve any problem you throw at me and Full Time Filemaker Expert Developer since 199 More

$1500 USD in 15 days
(24 Reviews)
6.5

10 freelancers are bidding on average $1468 for this job

leadconcept

Dear Sir, I have read Project Description & may I ask if you can use PHP/MySQL instead of Filemaker? Our current bid is just a placeholder to submit the proposal, as we still need to finalize the scope of work. More

$1578 USD in 45 days
(98 Reviews)
9.0
prashushinde9

Hello, I understood the initial scope of this project. Although i want to discuss further this job in order to prepare the final concept for this project. After Complete discussion over the call or in chat, i More

$1546 USD in 20 days
(54 Reviews)
7.0
Shattenjagger

Hello. Earlier I was doing similar projects, so I think I can get you to do it in the best possible way =) + I love Python and everything around it. Anyway contact me and let's do the business!

$1500 USD in 20 days
(71 Reviews)
6.8
fmdata

Hi, I’m Full Time Filemaker Developer and consultant with 20+ year experience and developing simple or complex Filemaker Database exclusively. I’m working from scratch or update an existing customer database as w More

$1500 USD in 20 days
(1 Review)
3.5