Client database

Completed Posted 4 years ago Paid on delivery
Completed

We start with a list of 'client groups' eg Unilever, or AstraZenica or GlaxoSmithKlein (in my dreams!). It would simply be a name and a brief note field.

Within a client group we have 'clients'..... say we have 500 clients in 300 groups. Each client is either an individual or a corporate. For each client we need two forms. 2 for individuals and two different ones for corporates.

Each form has fields of data to be completed by the user that refers to characteristics of the client. Every field is mandatory and we must also record the user who entered or edited the data and when. Some fields will need supporting documents uploaded (pdf) so when a user opens a client record they can click on attached documents to view them.

The form for an individual would include name, address etc and would have a series of standard questions for the user to answer in brief and add a supporting document to each field if required.

We would want to be able to select a group and list the related clients, then select a client to select to display each of the two forms as chosen, and view any selected attached document. We would want the option to print the selected form and print attached documents if required.

We have Filemaker Pro 18 on a server with Filemaker specialists Datatrium who incidentally are based in Canada. [login to view URL]

I am looking for someone to develop and support this app. If appropriate we can move our Filemaker hosting.

FileMaker

Project ID: #22117127

About the project

14 proposals Remote project Active 4 years ago

Awarded to:

bonech

Hello, I’m full stack professional Filemaker developer using the last technologies. You’re looking for a Filemaker developer for your project and this is exactly what I specialize in since decades. Talk about a perfe More

$60 USD / hour
(24 Reviews)
6.5

14 freelancers are bidding on average $52/hour for this job

samhegazy

I am a full time FileMaker developer, i mainly develop custom management solutions for companies similar to the requested database.

$50 USD / hour
(24 Reviews)
6.3
arhamsoftltd

Hello I've read the description and glad to share that I can definitely help you develop and support the app according to your requirements. Currently, I am working on a Filemaker project. It is about to redesign the More

$60 USD / hour
(1 Review)
5.4
Bret007

My 10 years experience with Filemaker has given me a deep understanding of all aspects including platforms . Your Brief on the face of it seems fairly straight forward would like to chat on what platform you anticip More

$50 USD / hour
(8 Reviews)
5.1
Vatorin

Hi. My hourly rate is 30 USD. From the description - this task is less than a week, about 25-30 hours. If you have a lot more tasks, we can consider this task as a test task for verifying the comfort of interaction be More

$50 USD / hour
(5 Reviews)
4.4
maxdmg

Hello, we have built applications for many clients on Upworks and Freelancer for the past several years, but we have been developing software for over 20 years. We have developed applications using the following: FileM More

$50 USD / hour
(3 Reviews)
3.3
iamanupampatra

I am professional FileMaker developer and developing for last 4 years. I have completed lots of projects some them are really very big. Please give us a chance so we can show you our work. I am very confident that aft More

$50 USD / hour
(3 Reviews)
2.9
sarahmohamedamer

Hello Sir, I'm a file maker and forms maker with professional formats I've worked in the same field for several years for clinics and educational centers and would love to work with you as well hope to hear from you More

$55 USD / hour
(0 Reviews)
0.0
huseyinaygun

Dear Sir/Madam, I have relational database design and development experience of 10 years. I developed reports or enhanced performance of queries in the reports using Oracle Reports, Oracle BI reports, SQL, stored pr More

$50 USD / hour
(0 Reviews)
0.0
akashnayak8998

-more than 9+ year experience -performance oriented coding -having experience in cwp integration, with angular 6 experience

$51 USD / hour
(0 Reviews)
0.0
stefanoturchet

I’m a Filemaker developer with a long experience in app development and with a long list of reference I can show you

$50 USD / hour
(1 Review)
0.0
jmichalec

I have worked with Filemaker since its introduction. I have integrated Filemaker with Quickbooks, Excel, Word, Outlook, and many other databases and smaller standalone applications. I feel I can provide intelligent More

$50 USD / hour
(0 Reviews)
0.0