Customer Management excel spreadsheet with form and reports

Closed Posted Dec 28, 2011 Paid on delivery
Closed Paid on delivery

Customer Management excel spreadsheet with form and reports by category:

1st sheet is a form

Capture New Customer Details and also review existing customer with a click

Fields:

example see below and atachment

Name (textbox)

Address (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 - Date Picker

Tick Box - invoice or quote

Date to follow up - calendar date picker

Customer Search Box

by name or invoice number

__________________________

Sheet 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

Sheet 3 display outstanding quotes and invoices list with dates and customer names and

quote or invoice number

Sheet 4 - follow up Calendar

Add Customers in their follow up date on calendar

Sheet 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

Excel

Project ID: #1359964

About the project

20 proposals Remote project Active Jan 30, 2012

20 freelancers are bidding on average $91 for this job

opu00

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Krusche

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