Create a Dashboard in MS Access from which to manage my client database.
Currently I use MS Office 365 with a series of files, Word, Excel PowerPoint.
The Client Database Forms are already built into the Moneymap Financial Access database.
The project is a create an integrated seamless process using Access.
For example if I need to create a Financial Plan for a client, I would simply go to the Dashboard load the client or business name and then click on Create a Financial Plan.
Similarly if I need to give a client a statement of their current Term Deposit holdings.
Ditto If I need to create a Client Engagement Agreement: I would go to the Dashboard, create and print an agreement.
22 pekerja bebas membida secara purata $524 untuk pekerjaan ini
Hi there, I can do this for you. Please message me so we can discuss this in detail and kindly have a look at my portfolio because I have done similar Ms Access work. Looking forward for your response. Regards