Customize Microsoft Outlook contact management

I am the broker/owner of a small (currently only me) real estate brokerage trading in southern Ontario, Canada.

I need a simple CRM solution for my business. I have tried several cloud-based solutions but none was a good fit to my simple needs which are focused on contact list management and direct (email) marketing.

(I am well-informed about CRM applications. Before moving into real estate, I worked in marketing for many years where I was involved with five different CRM implementations.)

I believe that the best way to meet my needs is to do some limited customization to Microsoft Outlook to achieve the following:

• Add up to 10 custom fields contact fields

• Create views using and filter on these custom fields

• Import/export contacts including these custom fields

• Create mail merge documents in Word using these custom fields

I use Microsoft Office 365 with email through Microsoft’s Exchange Server Business service. I run Outlook on a PC and on a laptop, both in a Windows 10 environment.

Having worked earlier in product management for a software and hosted solutions company, I have a good, high-level understanding of technology and programming issues, but at a practical level, I know just enough to be dangerous.

I am looking for someone who can do the custom programming in Outlook to implement the kind of needs I described above.

Kemahiran: Visual Basic untuk Aplikasi

Lihat lagi: disable outlook customer manager, business contact manager 2013, outlook contact manager office 365, business contact manager 2010, business contact manager office 365, business contact manager outlook, business contact manager download, business contact manager for outlook 2016, php contact management outlook sync, batch print emails microsoft outlook, iphone contact management app, microsoft outlook exchange connector owa, outlook contact vbs, contact management iphone, component contact management, microsoft outlook export flag status, linux contact management, create word macro outlook contact, contact management system, excel contact management database

Tentang Majikan:
( 0 ulasan ) Canada

ID Projek: #15500494

6 pekerja bebas membida secara purata $661 untuk pekerjaan ini


Hello, I am the highest rated Outlook Add-in developer and can develop a customized Add-in for your needs. Please discuss details via chat. Thank you, Usman Relevant Skills and Experience C#, Outlook Add-in Propose Lagi

$1200 CAD dalam 8 hari
(14 Ulasan)

I have been working as freelancer since last ~ 5 years,prior to this was working with a MNC as an Sr. Software Professional. Relevant Skills and Experience VBA and Excel,Word,Office Applications -- Expert on C# usin Lagi

$622 CAD dalam 10 hari
(14 Ulasan)

Hello, I'm a developer with over 5 years of experience and work as a regular .Net developer on daily basics. I work with technology like : 1) Access and whole office stack (Excel, Word, Outlook) in terms of V Lagi

$550 CAD dalam 10 hari
(4 Ulasan)

Hi, I am a senior Office developer. I can do this using VBA or VSTO. Thanks. Relevant Skills and Experience VBA, VSTO, C#, VB.NET Proposed Milestones $666 CAD - Later

$666 CAD dalam 10 hari
(0 Ulasan)

Hello, Thanks for posting this project. Here we read your requirement and understand it. We have some queries . So we want to discuss with you. Relevant Skills and Experience Please message us then we can discuss in Lagi

$370 CAD dalam 10 hari
(0 Ulasan)
$555 CAD dalam 10 hari
(0 Ulasan)