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Contact management system in Excel

$30-250 USD

In Progress
Posted about 10 years ago

$30-250 USD

Paid on delivery
I need to create a contact management excel file. I attend a lot of meetings a meet a lot of different people and i want to keep everything up to date in an excel file. I want the file to be easily updated and added to. I would like 3 buttons to push that will allow me to add a new meeting/ add a new contact/ create a report. After you push one of the buttons, then a form will appear where you can enter in the information based upon which of the 3 buttons you pushed. I need all the information to be able to sync with each other, for example, if i want to create a meeting, i can enter in the attendees and if i already have them in the contact section, it will populate their information once i enter in their name. if i don't have them in the contact section, it will allow me to push the button to add them to the contact section (a form will pop up and i can add the information into the form). Once i have added the contact information and meeting information (which will include notes on the meeting) i want to be able to create a report from certain criteria i choose (i.e. create a report about all the meetings i have had with 'Bob Smith'). I should be able to export this to word or print it easily straight from excel. I also want to be able to export to a new excel file, several different peoples contact information based upon certain criteria. For example, i would filter based upon company, an event, or a time period. From that filter i need to export those contacts to a new excel file. For the different sections, i need different criteria fields. Also, i will need to easily be able to add new criteria fields in the future. Therefore it needs to be dynamic so that the reports/ contacts/ buttons are able to adjust to the new criteria fields. New criteria fields include a lot of different fields. Just to start: 1) events: conference, meeting, roadshow, etc. 2)Contact: name, firm, position, telephone number, email etc. 3) Meeting: attendees, location, topics, questions etc. Additional issues you need to be mindful of: There may be several representatives from one company who attend a meeting. Need to have a way to show that they were in the meeting. Need to have a way to include notes about the meeting These notes should be able to be included in a report created about those contacts Also need an easy way to update the contact information (for example if someone switches jobs). Need a way to easily delete a contact/ email address. Maybe a form to pop up and asks to enter the email address and once it finds that person, there is a button to delete that contact. also, i need a button or someway to automatically save the file with today's date and if it has already been saved once today to add increasing values for version for example 'ver. 1' then 'ver. 2' then 'ver. 3' etc. I would like to auto fill based upon first several letters if i have already entered the information (name of a company for example). Please contact me if you have any questions and keep me updated on your progress by sending me the file you are creating so i can tell you if you are on the correct track or not. I have attached an excel file here of what i had initially. It does not have any of the forms/macros i want so please do not think this is anywhere need what i want from the final product.
Project ID: 5793089

About the project

9 proposals
Remote project
Active 10 yrs ago

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Consider it done. Check my past reviews for your reference. Eagerly waiting for your reply so that i can start with the implementation.
$250 USD in 0 day
4.9 (341 reviews)
7.7
7.7
9 freelancers are bidding on average $201 USD for this job
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Hi, I'll be happy to help you with this project Please feel free to message me if you need to discuss
$250 USD in 2 days
4.9 (258 reviews)
7.7
7.7
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Hi Groverman. I have great experience in VBA and Excel to do the desired work for you. I can design a sample sheet for you with required functionality which you can have a look at before awarding the project. Kindly discuss. Regards. Usman.
$200 USD in 2 days
5.0 (91 reviews)
7.0
7.0
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Hi, I have more than 14 years of exp and I am expert in this kind of work. I have completed more than 200 projects. Please look at the feedback left by my employer to know more about my work. Waiting for your positive response. Thanks.
$250 USD in 15 days
4.9 (186 reviews)
6.5
6.5
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Hi, I am interested in this job. I am a proficient MS-Excel developer. I have done several jobs here involving Microsoft Technologies. If interested in hiring me then please let me know so that we can discuss the scope, timelines and budget accordingly. Thanks. Regards, Jawad
$111 USD in 3 days
5.0 (51 reviews)
5.2
5.2
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Respectable Sir, My name is Muhammad Nawaz. I have spent 16 years of experience in IT field. But on Freelancer.com it will be my 13th project. My services are in internet campaigning, managing emails, contacts, research work, remote assistance, data entry, data backup and recovery as well as I have done online research work. I also have the experience of reliable workings in MS Windows environment, MS Office (MS word, MS Excel, MS Power Point, MS Access- I have created many databases for Some IT institutions in MS Access). I have started walking towards another milestone of Sql and DOTNET environment. On freelancer.com platform I have the honour to bid on your project. I assure you that I have the ability to complete the given task satisfactorily. My bidding is still negotiable to minimize. Let me prove myself I can create an Access database for you that could be handled easily in all aspects of your likeness. I have read all information about your requirement and have the ability to do it and I think it is a better choice than excel.......... waiting for your response........... thanks
$222 USD in 15 days
4.3 (5 reviews)
2.2
2.2
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I am an Oracle certified Java programmer following a Bachelor of Science degree in Machine Intelligence and Robotics. I can build a nice Java program for you.
$250 USD in 5 days
0.0 (0 reviews)
0.0
0.0
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A proposal has not yet been provided
$111 USD in 3 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of CHINA
Washington DC, China
4.0
8
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Member since Apr 21, 2010

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