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.

Evner: CRM, FileMaker

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Om arbejdsgiveren:
( 1 bedømmelse ) East St Kilda, Australia

Projekt ID: #4048578

3 freelancere byder i gennemsnit $683 på dette job


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 Flere

$1050 AUD in 33 dage
(6 bedømmelser)

please check your PM

$700 AUD in 10 dage
(4 bedømmelser)

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 in 5 dage
(2 bedømmelser)