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Create Filemaker Pro 14 database and forms

$750-1500 USD

Completed
Posted about 8 years ago

$750-1500 USD

Paid on delivery
We would like to convert our Excel client tracking, commission tracking spreadsheets into a Filemaker solution. A big part of moving to this solution is the ability to import CSV or Excel commission sheets monthly from the insurance carrier into Filemaker. We hired someone to do this project previously, but it became clear that they were unable to deliver what we needed...however we did get a handful of working import scripts complete. This project (at least Phase 1) is centered around setting up our Tables, Records and Reports so that we can manage our insurance agency more efficiently. We have a partner that shared their setup with us and we would like to emulate their design....but changed slightly to meet our needs. We have screen shots as a suggestion, but really don't care as much about the layout as the functionality. It should look clean and fresh, and be easy to enter new data that is not imported, easy to search client policy info when they call and easy to view commission activity. Provided is a workbook (and I'm probably not using correct Filemaker language...very sorry) that breaks down our needs into Databases-->Records-->Tabs-->Fields. There would be 4 Databases created (Groups, Carriers, Agents & Brokers and Licenses) Hopefully you will be able to tell from the attachment what we are needing. I will need to share the script once we choose a developer to ensure that we map the script fields correctly to the new layout.
Project ID: 10156883

About the project

10 proposals
Remote project
Active 8 yrs ago

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Hello, I’m a very friendly, but very hard worker (6.5 days a week - 70/90h per week), and technically-astute Swiss engineer ready to solve any problem you throw at me and Full Time Filemaker Expert Developer since 1990. Swiss Quality Service! Make FileMaker Work For Your Business! I’ve a very long background in repairs and inventory including inventory serialized. We enjoy the process of working through our client's requirements and develop solutions tailored to specific requirements that meet or exceed their business needs. FileMaker can help your business save time and resources and improve efficiency. This can only be done if your database has been developed and customized to meet the needs of your business. When we work with our customers, we want to help them to explore all the options of FileMaker and develop solutions that work for them. For 25 years we have developed custom solutions supporting various industries. We are THE Effective FileMaker Developer For Your Business Success. Portfolio available on [login to view URL] I have long experience on complex Filemaker CRM [login to view URL] [login to view URL] [login to view URL] Thank you for your time, Tony Phone: +1 786 6001 398 (Direct US Line) Skype: youritswiss [login to view URL] Your Filemaker Senior developer with 25+ year experience
$1,500 USD in 15 days
4.8 (24 reviews)
6.5
6.5
10 freelancers are bidding on average $1,468 USD for this job
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Dear Sir, I have read Project Description & may I ask if you can use PHP/MySQL instead of Filemaker? Our current bid is just a placeholder to submit the proposal, as we still need to finalize the scope of work. Look forward to hearing from you. Regards, YK LEADconcept
$1,578 USD in 45 days
5.0 (98 reviews)
9.0
9.0
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Hello, I understood the initial scope of this project. Although i want to discuss further this job in order to prepare the final concept for this project. After Complete discussion over the call or in chat, i will prepare following things for you - Technical Project Proposal - Flow chart for this Project - Execution plan (Step by step procedure with explanation how and at what that we are going to execute a particular task)
$1,546 USD in 20 days
4.8 (54 reviews)
7.0
7.0
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Hello. Earlier I was doing similar projects, so I think I can get you to do it in the best possible way =) + I love Python and everything around it. Anyway contact me and let's do the business!
$1,500 USD in 20 days
5.0 (71 reviews)
6.8
6.8
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Hi, I’m Full Time Filemaker Developer and consultant with 20+ year experience and developing simple or complex Filemaker Database exclusively. I’m working from scratch or update an existing customer database as well. I developed 2000+ database during these last 20+ years. I’m able to link also your website to your Filemaker database or from other source too. (MySql, ODBC, API, Google API, etc) The probably easiest way to communicate is Skype and opens a screen share to explain me what you are looking for exactly and in fact I will be able to estimate your need to go to success. (We also can open a team viever session anytime) Thank you, Ben Skype ID: FilemakerDatabase Phone: +1 323-577-8103 (Phone & Text Message)
$1,500 USD in 20 days
5.0 (1 review)
3.5
3.5

About the client

Flag of UNITED STATES
United States
5.0
1
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Member since Sep 2, 2010

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