Annulleret

Territory Map Database

FIRST SOMEONE LET ME KNOW IF THIS IS EVEN POSSIBLE. AND IF THERE IS A BETTER SOLUTION> OR SOMETHING CLOSE????

If the below job is possible, give me 3 price quotes:

1. How much if it was only English? = $_.__

2. How much if it was only Croatian? = $_.__

3. How much if it was for both English and Croatian? = $_.__

*We will do all the language translations.

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Question: Is it possible to sync with excel; by importing excel database info instead of entering each individual customer?

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Multiple administrator (User/Password access) ONLINE database:

I need someone to develop a territory map database. (AREA WILL BE MAINLY CENTRAL FLORIDA)… But if possible, make it all of USA. This is how it works... Customer date is entered by hand/manually (last name, first name, other names in household, address, apartment, city, zip code, telephone, Location Title (Only 3 titles to choose from, 1 is always a default), Status of customer (Only 8 status options to choose from, 1 is always the default), Date the status was last updated, and their representative (default representative is blank/none), territory number they belong in, and customer number in territory)

If there are duplicates entered (same address, name) an alert pops up and says: "This household is already in the system."

There should also be a "SEARCH" option, to look for the customer by name, phone, address, zip, whatever, etc...

After we have all this data for each customer entered into database. The system automatically collects all addresses within (approx 5 miles), and makes a Territory Map. Each territory has a number (From 001 to 100+), and each customer in that territory map has a number (Number of customer on map always starts from 1 to 10 or more).

The automatically generated territory has these specifications: THERE WILL BE 2 KINDS OF TERRITORIES GENERATED (depends on the "Location Name" (3 location names to choose from, 1 is always the default)

ONE VERSION OF TERRITORIES IS WITH A MAP (We'll name this version "Mapped Territories"): The customers that are on this version (Mapped Territories), are not on the Second version (Telephone Territories); they are either on one, or the other, or neither, all depending on their status and/or location name). This territory could have 2 or more pages. The territory map needs to be viewed on the computer and has to be able to be printed, and it will be for regular Letter size paper, and there are at least 2 pages for each territory. On the first page is the Map (As Big And Detailed as Possible). On the map there will be a circle or spot to identify where each customer is located. In the spot will be, in white, the customer number (ranging from 1 to 10 or more); if there is more than one customer with the same address with only a different apartment number, then they will all share a spot/dot on the map side) On the top of the page will be the unique territory number that is automatically generated for each territory; this number will also have two letters before it distinguishing; the two letters will be either “PO” or “TL” (PO goes on “Mapped Territories” and TL goes on “Telephone Territories”). And the city name, and Location Title (1 of 3 titles). Here is why the "Status" of each customer is important. On the Map side (page 1) of the territory, for each customer the spot or dot will be (1 of 4 colors, one of them is the default). And finally, on the bottom of all pages will be an empty space for the "Color Status Legend" what each color means (4 colors total) and what all the status options are (8 status options total; some statuses do not have a color). ---PAGE 2 (and all pages thereafter) of Territory (specifications) this is detailed "Customer Information": All the customers that are on the map from page 1, are listed in more detail on page (2 to #). There is their Last Name, First Name and first names of others in household, Address, Apartment number, Telephone, Status, Date the status was last updated, and representative (default is blank). There is also a color bar or strip that identifies each customer and the number of the customer in white on top of the color strip. (the colors for each customer are the same color and number that is on the spot or dot from page 1 (the ones that live in an apartment building and have the same address and the only difference is the apartment number, their shared number will also have a letter, ie. 2a, 2b, 2c..etc.). Also for each customer, depending on their status they will either have the default time schedule "Not At Home Times", or they will not have it at all, depending on their status). On the top of the page will be a space for the (Territory number, location). On the bottom of Page 2 will be the same as bottom of page 1, the same "Color Status Legend" what each color means (4 colors total) and what all the status options are (8 status options total; some statuses do not have a color).

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SECOND VERSION OF TERRITORY (NO MAP) specifications (We'll name this version "Telephone Territories": This Version of Territories IS SAME AS ABOVE, the only difference is, it does NOT have a MAP PAGE.

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Periodically the customer information will be updated, and new ones will be added, so the auto generated territories will reflect these changes/updates automatically. Some customers will be deleted.

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Have a button to view the list of all the "Mapped Territories" and another button to view the list of all the "Telephone Territories". On the list view, you can click on a territory to view it, or print it. You can also see the date when it was last updated (customers in territory updated). Date it was last printed. And at the top a button that says: "Check All" and another to "Print All Checked Territories" ; also information on which representative has it checked out, and the date they checked it out. Also, when it was returned/checked-in, then the date it was returned/checked-in, and the name of the last representative that had checked-out this territory. These territories will also be checked out to many different representatives. So there needs to be a list of representatives, and a way to enter each one. When you click on a representative, you can see the following details: Each representative information consists of name, phone number, the territory they have checked out, history of territories they checked out before, the dates territory was checked out and dates returned. Also information identifying all the customers they are “representatives” for. Also put a link there thats for "check out" to be able to check out another available territory. And next to each checked-out territory that they have in their possession, put a link that says: "check-in" or “return”. When you click on "check in" a information box pops up that asks for "date the territory was last worked" hence the return date, and this is entered manually; also asks for any updates for the customers that were in that territory, status updates, names, and other contact info.

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That is a very detailed description of the job. The final product will be in English, but after it is finished we will translate everything into Croatian. WE WILL TRANSLATE ANYTHING YOU NEED TO BE TRANSLATED, you just do the updating work. Basically, the only things that need to be translated are the buttons and Field Names (like name, address, etc) So, in the end, on the top of the screen, there will be two links that say "English | Croatian".

THE TRANSLATING PART IS NOT NECESSARY. ITS A LUXURY. So give us a price, one for making just the English Version, and another price for making both English and Croatian.

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Here are the 8 Status options and how they affect the territories what they are used:

DEFAULT STATUS IS EMPTY/NONE, and color is GREEN.

1. NH – Not Home

The color that identifies this customer is GREEN. They go on the map/territory.

2. NI – Not Interested

The color that identifies this customer is GREEN. They go on the map/territory.

3. MO – Moved

When the customer is put on this status, they are automatically taken out of the territory but still exist in the database, and DO NOT go or belong to any territory.

4. AM - American

When the customer is put on this status, they are automatically taken out of the territory but still exist in the database, and DO NOT go or belong to any territory.

5. NO – Do Not Call

The color that identifies this customer is RED. They go on the map/territory.

6. RV – Return Visit

The color that identifies this customer is BLUE. They go on the map/territory, however, they only have customer information, and do not have the “Not At Home” schedule. Any customers that have a combination of (this status + location name “TEL”) only exist in the database, and DO NOT go or belong to any Territory

7. JW - Brother/Sister

The color that identifies this customer is PINK. They go on the map/territory, however, they only have customer information, and do not have the “Not At Home” schedule. Any customers that have a combination of (this status + location name “TEL”) only exist in the database, and DO NOT go or belong to any Territory

8. NA - Address Does Not Exist

When the customer is put on this status, they are automatically taken out of the territory but still exist in the database, and DO NOT go or belong to any territory.

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The Location Names are:

Make this function automatic, but editable.

1. Local: For zip codes ranging from (33700 – 33764)

Customers set to this Location Name go to the “Mapped Territories” and on top of the territory next to the territory number says: Local

2. Far: For zip codes ranging from (33600 – 33699)

Customers set to this Location Name go to the “Mapped Territories” and on top of the territory next to the territory number says: Far

3. Tel: For zip codes ranging from (Any other zip codes)

Customers set to this Location Name go to the “Telephone Territories”

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THERE ARE SAMPLES OF HOW THEY CAN LOOK WHEN THE TERRITORY IS PRINTED OUT.

DOWNLOAD THE PDF.

Færdigheder: Databehandling, Javascript, PHP, Web Design

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Om arbejdsgiveren:
( 8 bedømmelser ) Saint Petersburg, Croatia

Projekt-ID: #77078

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