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

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

Se mere: book printing, print pdf book, filemaker apple, apple filemaker, pdf to word pro, mobile crm, have a customised excel add-in, form to 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

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

Projekt ID: #4048576

Tildelt til:


Thank you for the invitation, Kindly review the private message.

$600 AUD in 12 dage
(8 bedømmelser)

2 freelancere byder i gennemsnit $675 på dette job


i can do this lets finish this [login to view URL] my pm

$750 AUD in 10 dage
(0 bedømmelser)