I have a budget of $50 for the following scope of work and need to have it completed in 3 days. Are you interested and able to perform the task?
Modification of Perfex CRM existing module / reporting
We currently have a MYSQUO data file in Perfex that is used to record
Time of arrival
Time of departure
Purpose of Visit
We are able to manipulate the data via an export to xlsx file but want to have menu driven report from within Perfex CRM
Scope of work:
1. Change field name of Materials to Purpose and Purpose to Materials. They are reversed in the field name
2. Create report generator from within Perfex CRM database that allows reports filtered by requested date range (Mar 3, 2020-April 30, 2020: example) and any combination of other fields from drop downs shown in Image #1
3. Reports to generate all by specified date range including an “all date ranges” as well as specified fields as shown below.
4. Add 1 field to report: Conversion field that converts lat/lon to street address, City & State
ALL REPORTING & ACCESS TO REPORTS TO BE INTEGRATED INTO REPORTS SECTION OF PERFEX.
Typical report examples:
All dates for Project = CRM WITH TECHNICIAN = SANDEEP
Defined date range Project = CRM WITH TECHNICIAN = SANDEEP
All dates for Project = CRM
All dates for TECHNICIAN = BOB
Any combination of the query fields
Please see the attached pdf for a full explanation.
Thank you and please let me know.....
10 freelancers are bidding on average $152 for this job
Hello there, How are you doing? I’ve carefully checked " PERFEX CRM report modification" and really interested in this job. I’m ready to discuss your project and start immediately. Thanks
Hello there I have read your Project description and Seen Attachment I have done more than 10+ Projects on Perfex , Message me so we can discuss more . Thanks.