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A customised form for CRM & task-scheduling within Apple iCal & address book - repost

I run a growing service business, which undertakes regular property maintenance. I need a form that interfaces with Apple address book and iCal, that I can update and print out for staff for when they visit a client's property. The custom-built form will contain the following discrete sections (1) basic contact details: surname, first name, address, mobile, email, etc (2) a set of customisable fields for notes (with check-box for printing) (3) A chronological list of tasks, date-stamped & with headlines, as well as associated notes that can be clicked into (with a check-box for printing). I need to be able to generate & add client-specific tasks, and that are displayed in iCal (4) All documents (excel, word, pdf) as well as client-associated emails within Apple Mail can be linked to this form. Ideally there is a search function that will enable information related to each client to be easily found, and ideally most of this form is at least viewable on iPhone.

All the code with belong to me, and a simple set of instruction to enable future customisation, when this is eventually need. I believe Filemaker Pro is likely the best program to create this form, but I am open to alternatives (ie I'm technology agnostic). I also have many other needs which I'm keen to discuss, once this project is successfully concluded.

Hope to hear from you.

Kemahiran: CRM, FileMaker

Lihat lebih lanjut: book printing, print pdf book, filemaker apple, apple filemaker, pdf word pro, mobile crm, form pdf task, custom crm, crm mobile, form update excel, client form excel, program crm, set within, excel form mobile, excel discrete, related book, simple scheduling, custom contact form, simple iphone form, customised, mobile code generate, update crm, apple check, staff scheduling, project update form excel

Tentang Majikan:
( 1 ulasan ) East St Kilda, Australia

ID Projek: #4048578

3 pekerja bebas membida secara purata $683 untuk pekerjaan ini

auriclesoft09

Dear Sir, Expertise in Open Source/CRM/ERP/POS/Custom Solutions/Web designing. We do customization as per your requirements. ! With a good Profile in Freelancer and experience of over seven years in the Software Aren Lagi

$1050 AUD dalam 33 hari
(6 Ulasan)
4.6
MajidAsgari3

please check your PM

$700 AUD dalam 10 hari
(4 Ulasan)
4.1
timlit

Hello, Mr. Rey. If it weren't for the customizable fields, there are alternative ways to program the form you request. I shall address further details in a private post. Tim

$300 AUD dalam 5 hari
(2 Ulasan)
1.6