...直观显示公司团队成员的晋升、新成员、物业展示和交易，以及排名。 支付管理 实现合同签署、租金收取和费用管理的闭环管理。 租赁分析 实时监测租金率趋势、交易趋势和实时租金价格。 佣金管理 根据佣金政策自动计算合同净价和佣金金额，支持分层佣金和分阶段佣金支付，并生成账单。 费用收取和管理 根据系统设置自动提醒客户支付各种费用，并支持在线支付。 业务发展管理 包括业务发展、团队管理和代理管理模块。 代理管理 记录所有代理合作资源，并实施代理机构的数字化管理。 公用设施仪表读数 实现了水电抄表的移动数字化管理。 智能检测 移动智能检测，提高工作效率和服务质量。 投诉和维护 报告维修、投诉、建议和投票的功能，以增强服务能力。 调查和投票 在线调查和投票，以提高服务质量。 临时访客 为了安全和方便，游客可以通过临时二维码进入。 停车场管理 管理每月和临时停车计费和付款。 客户CRM 为租户实施精细化的CRM管理系统，包括各种客户信息的数字化。 租户分析 租户规模、行业、注册资本和注册年份的全面洞察分析。 客户管理 全面的租户客户管理系统，涵盖合同管理、费用提醒管理、租户标签和租户关怀。 考勤 打卡进出、外出考勤、考勤统计、指纹打卡、人脸识别打卡。 报告 日报、周报、月报、报表提醒和汇总统计。 会议室管理 会议室的管理和在线预订。 文件管理 在线文档和文件管理、共享文档管理和数字化。 车辆管理 车辆管理和预订。 批准 用于在线审批的自定义审批流程和模板。 智能提醒 丰富的合同到期、未付账单、逾期账单、物业维护和工单调度提醒。
1、建立客户派单CRM系统，通过CRM系统录入后的客户，派单后进入到公海池。（提前预埋出接口，方便用户注册，前期我们用CRM系统帮用户注册） 2、软件接到订单后，进行派单逻辑，正常派单逻辑库：录入的要灵活（有数据源回传的地方的按钮都要做出来），可以随时抽调我们软件内部的数据，最终得到一个分值会进行优先派单，其次派单，最后派单，拒绝派单。 3、工作结果反馈（图片、视频、文本），并提交推送至二级审核，二级审核确认无问题则提交给用户查看。 4、流单后，公海池随意抢单 5、客户提示前面的排队人数显示。 6、用户的评分体系。 开发原则： 1.功能模块化 2.可扩展性 3.参数化 4.用户界面友好 5.条件逻辑 开发用java或PHP，后期能长期合作者最佳,整体开发类型有对标。欢迎找我拿详细需求
现有的CRM系统是使用HTML+PHP方式开发，前台主要框架angular.js，后台主要框架是Propel、slim等。 要做一些页面的修改和工单流程的修改。
网站用途：旅游行业网站，提供线路查询预订、酒店预订、伴游信息查询等服务。 开发语言：php 旅游网站+付费系统+CMS 网站所需功能： 用户注册 生成用户账号 支持社交网站(Facebook/Twitter)登录 在线支付 用户发表评论及反馈 用户可填写表格 用户论坛 多语言 全站搜索 用户博客/空间 购物车，订单管理，后台管理系统，会员中心，店铺，订单管理 ，客户管理（CRM），售后跟踪、搜索引擎优化（SEO）
在现有的主流微分销商城系统上做二次开发，针对客户管理、实体店铺、自媒体功能模块的开发，以及前端ui的视觉和交互的重构。 需要团队来完成，包括ui视觉、ui交互、小型进销存和商城的api对接、实体店铺佣金和调货的程序开发、自媒体功能与主流sns的api对接。
用现成的CRM 或ECOMMERCE 软件建立一个小项目市场为我所用。 详细线下交流。
...用我司CRM API 2. APPS布局 2.1. APPS上面有主TOOLBAR(Home icon, Apps name, Search icon) 2.2. APPS主题Storage icon, Chart icon, Buying task icon, Setting icon 2.3. APPS左侧有滑出食物种类菜单 2.3.1. 大约2/7屏幕宽度, 颜色方块显示 2.3.2. 方块中上行大字显示该种类已存数量 2.3.3. 方块中下行小字显示该种类名称 2.3.4. 可自定颜色及增加食物种类 2.4. Storage 2.4.1. 左面食物种类菜单自动出现 2.4.2. 扫描我司食物盒上QRCODE(‘FS’+18位流水号)及扫描外购回来食物上BARCODE. 2.4.3. 用我司的API可查食物盒大小及颜色. 2.4.4. 用UPC API查出食物名称及细节. 如找不到就提示要用户输入. 2.4.5. 区块显示食物盒颜色大小及食物名称 2.4.6. 用户自己输入EXPIRE DAY. 2.4.7. 用户把该区块拖拉到左面的种类方块存入该种类. (该种类已存数量加1) 2.4.8. 单按种类方块可显示该种类存入名称, 日期及过期日等明细 2.4.9. 点明细可修改/删除, 或加入Buying Task 2.5. Chart 2.5.1. BarChart及PieChart图显示已存食物种类分布 (可选按年, 月, 全期) 2.6. Buying Task (购买任务） 2.6.1. 从2.4.9.加入 2.6.2. 显示要购买东西清单(名称及checkbox), 例如在超市可按清单购买, 按该行checkbox, 像checklist. 2.7. Setting 2...
...用我司CRM API 2. APPS布局 2.1. APPS上面有主TOOLBAR(Home icon, Apps name, Search icon) 2.2. APPS主题Storage icon, Chart icon, Buying task icon, Setting icon 2.3. APPS左侧有滑出食物种类菜单 2.3.1. 大约2/7屏幕宽度, 颜色方块显示 2.3.2. 方块中上行大字显示该种类已存数量 2.3.3. 方块中下行小字显示该种类名称 2.3.4. 可自定颜色及增加食物种类 2.4. Storage 2.4.1. 左面食物种类菜单自动出现 2.4.2. 扫描我司食物盒上QRCODE(‘FS’+18位流水号)及扫描外购回来食物上BARCODE. 2.4.3. 用我司的API可查食物盒大小及颜色. 2.4.4. 用UPC API查出食物名称及细节. 如找不到就提示要用户输入. 2.4.5. 区块显示食物盒颜色大小及食物名称 2.4.6. 用户自己输入EXPIRE DAY. 2.4.7. 用户把该区块拖拉到左面的种类方块存入该种类. (该种类已存数量加1) 2.4.8. 单按种类方块可显示该种类存入名称, 日期及过期日等明细 2.4.9. 点明细可修改/删除, 或加入Buying Task 2.5. Chart 2.5.1. BarChart及PieChart图显示已存食物种类分布 (可选按年, 月, 全期) 2.6. Buying Task (购买任务） 2.6.1. 从2.4.9.加入 2.6.2. 显示要购买东西清单(名称及checkbox), 例如在超市可按清单购买, 按该行checkbox, 像checklist. 2.7. Setting 2...
创建网站 企业门户型网站 包含尽可能完备的功能点 JSP开发三层架构， 数据库使用mysql 应用服务器与数据库需要热备。 企业功能如CRM，EMAIL都需要考虑
有完整的产品需求文档和产品交互文档，以及全部前端psd文件，需要你这边使用apicloud开发（如果有更好的也可以，中国打开速度快）,同时通过JSON集成一个远程的CRM提供的会员数据。 app 部分功能和交互参考： ，有拖拽服务项目到清单功能和拖动调整预约日程管理两个技术细节。
在Wordpress The7模板基础下完成下述要求. 修改一些商城界面和功能. 需求详情: 按产品分类和目录美化产品介绍(约20件商品).(50%) 制作滑动方式拖动物品属性并且变化价格的功能与界面.(25%) 增加一个在线支持的模块.(10%) 增加一个CRM的模块.(15%) 如有兴趣请加 [Removed by Freelancer.com Admin]
修复现有的系统Bug，调整业务逻辑，开发新功能。 现有一个基于的CRM系统，存在部分Bug需要修复，个别功能调整以及新需求开发
...CMS installer, server connections, and automated installation processes, ensuring everything works smoothly. Key Features List: including the attachtmet file txt Cloud-Based CMS Installer (vps server wille be used as cloud server) CMSID Creation with Admin & Password DNS Record Linking to CMS Cloud Server Installer for First-Time Server Configuration Support for 4 Migration Panel Options Database Import & Replacement for Migration Fresh Installation with Server Details (IP & DNS, Proxy Setup yes/no(reverse proxy)) Main Server & Load Balancer Connection Automatic Folder & File Creation on Load Balancers (also include streaming php, vod/series checker playarapi php and api php) Nginx Integration for Load Balancing Remote, Automated Installation of Encry...
I'm seeking a skilled developer to create an integrated webpage and mobile app for CRM tailored for our radiology company. Key Features: - Web, iOS, and Android compatibility - Communication facilitation between our company and clients/patients - Capturing information from new leads/customers, including uploading of ID cards, documents, etc - Providing reports post-diagnostic imaging procedures from our current RIS/PACS (Radiology Information System/ Picture Archiving System) by seamless integration - must be HIPPAA and HL7 compliant - A private section for inter-company interactions per client, including document and ID card uploads - Enabling clients to upload during onboarding via file upload or camera - Full database access for marketing, reminders, and push notifications...
I'm in need of a skilled developer to create a plugin for UISP CRM that interfaces with the Billingo billing system. The Billingo API will be utilized for this task. The plugin must meet the following specifications: - Generate invoices in Billingo based on those created in UISP, with the appropriate tax settings. - Download Billingo invoices via its API directly into UISP CRM, accessible from both the customer portal and the backend. - Void invoices in Billingo when they are voided in UISP CRM. The ideal candidate will have extensive experience with PHP, the current stable release of UISP CRM, and the Billingo API. Familiarity with the UISP building blocks is a must. As user authentication between UISP CRM and Billingo is conducted via an API Key,...
I'm in need of an experienced IT specialist to guide and help our organization m...Gsuit to Microsoft. The support needed covers: setting up the MS account, the transition of data, email configuration, and user training. This project involves the migration of 13 mail accounts. In addition, assistance is also required in moving our data storage from Dropbox to One Drive. Ideal freelancer should have: - Previous experience in email and storage migration - Proficiency in Gsuit, Microsoft, Dropbox, and One Drive - Excellent instructions communication skills for user training - Possible troubleshooting post-migration assistance. The project should be completed within 2-4 weeks. Post-migration support should include basic troubleshooting. Preferr...
Estoy usando Kommo CRM y necesito configurar automatizaciones, reportes, seguimiento. Optimizarlo. Escribime solo si tenes experiencia y si conoces este CRM. Solo habla hispana por favor
Job Opportunity: Remote Data and Profil maker We are looking to hire a dedicated Freelance Data Entry Specialist to join our team remotely. This role requires a reliable individual who can manage essential tasks every Monday with precision and efficiency. Key Responsibilities: Input all necessary information into our CRM system accurately and on time. Send emails to decision-makers and clients, ensuring professionalism and clarity. Prepare offers, forms, and profiles to be shared with our clients. What We Offer: A fixed monthly salary of $100. Flexibility in your working hours, as long as tasks are completed on schedule. A supportive and collaborative remote working environment. Requirements: Prior experience in data entry and working with CRM syst...
We are looking for companies with expertise in various Microsoft Technologies for a long-term partnership. Key Technologies: - Dynamics CRM - Azure - SharePoint - Dynamics 365 BC - Power Platform - .Net - Microsoft AI Application Instructions: Please start your application with "We are specialized in Dynamics CRM,....[tech stack 1],[tech stake 2... listed above]" and "we are based in [State],[Country]." Has to be in which tech you are specialized. Important Note: - Responses generated by AI will be eliminated immediately. - If you don't fit to budget, avoid applying Ideal Skills: - Deep knowledge of the listed Microsoft Technologies. - Strong software development capabilities. - Experience in long-term software development partnerships.
I'm in need of a seasoned DBA who can assist with setting up Redshift on AWS. The project entails cluster configuration, data migration, and performance tuning. The primary goal of this setup is to facilitate business intelligence reporting. Tasks: - Configuring Redshift clusters on AWS - Migrating data to the newly configured clusters - Tuning performance for optimal efficiency Additionally, I require the setup of AWS Glue as a data transformation tool. Ideal Freelancer: - Proven experience with setting up and managing AWS Redshift - Proficient in configuring Redshift clusters - Experienced in data migration and performance tuning - Familiarity with AWS Glue is a must - Understanding of business intelligence reporting needs
Data Entry - Key Points What is Data Entry? The process of entering, organizing, and managing data in digital or physical formats. Involves transferring information from one format (e.g., paper) to another (e.g., spreadsheets or databases). Skills Required High typing speed with accuracy. Knowledge of data entry software (e.g., MS Excel, Google Sheets). Strong attention to detail and error-checking ability. Organizational and time management skills. Basic IT and computer literacy. Types of Data Entry Manual Data Entry: Typing data manually into systems. Automated Data Entry: Using tools like OCR (Optical Character Recognition) or scanners. Online Data Entry: Inserting data into web-based platforms or cloud systems. Offli...
I'm seeking a skilled developer for a custom-built application. Thi...management. Development and optimization of custom scripts or APIs on an existing platform. Key Responsibilities: - Development of custom scripts or APIs on a custom-built application. - Setting up backend logic and automation. - Integrating with various third-party services, specifically CRM systems, analytics services, and email marketing tools. - Resolving any technical issues that arise with the platform. Ideal Skills: - Proficiency in backend development and automation. - Extensive experience with CRM, analytics services and email marketing tools integration. - Strong problem-solving skills to swiftly address technical issues. Your expertise in these areas will be crucial to the su...
I'm looking for a professional who can help me migrate my Laravel site, which utilizes a MySQL database to a Google Cloud server. Downtime during the migration is acceptable. Key responsibilities: - Migrate the Laravel site and MySQL database to a suitable Google Cloud server - Ensure the migration is completed in a timely manner Ideal Skills: - Proficiency in Laravel and MySQL - Experience with Google Cloud server migration - Ability to complete tasks efficiently
I've designed a landing page in Canva and now I ...Canva and now I need a skilled WordPress developer to bring it to life. The site should be built using the Hind/Astra/X theme, which I have already purchased. Key Requirements: - Convert the Canva design into a responsive WordPress site. - Implement a PayPal payment option. - Set up a thank you page post-purchase. - Configure notifications for various user interactions. - Integrate with the Zoho CRM Ideal Skills: - Proficient in WordPress and familiar with Hind/Astra/X theme. - Experienced in integrating PayPal and setting up post-purchase pages. - Able to ensure the site is optimized across all devices and browsers, including iOS. Please note, the site must be responsive and accessible across all platforms. Looking forwar...
...site map, create technical spec or design handoff documents, and ensure development aligns with design. ✅ Collaboration & Testing: Work closely with the marketing team to onboard waitlist leads, assist in beta testing, and brainstorm UX solutions. ✅ New & Existing Wireframes: Work with existing wireframes or conceptualize new ones, converting them into rich, intuitive UI. ✅ CRM: Design the integration of a 3rd party CRM system for user support tickets ✅ Notifications: Map out notification touchpoints and design on-site notification centre for authenticated users ✅ Landing Page Redesign: Improve the website’s landing page and content design for conversion optimization. Requirements: ✔️ Proven track record in e-commerce and marketplace UX/UI design ✔️ Ability...
I'm in search of a seasoned agency or developer to create a bespoke CRM tailored for a travel agency. The ideal professional will be one who respects deadlines, is trustworthy, and is committed to delivering a high-quality project. Post-project technical support is also a requirement. Key Features: - Lead Management - Quote Tracking - Client Management - Follow-up Calendar - Payment and Deposit Tracking - Email Automation - Itinerary Management - Integration with Marketing Platforms - Interaction History - Client Segmentation - Reporting and Analytics - Reservation Management - Integration with Payment Gateways - Customization and Scalability for future needs Integration Requirements: - The CRM should seamlessly integrate with Email Marketing Platforms, Social Media Pl...
I'm looking to create a website similar to Urban Clap/Urban Company that caters to professional services. The site should include: - Separate login panels for Admin and customers - A comprehensive workflow management system - Integration with Zoho CRM The admin panel should cater to different user roles, namely: - Super Admin - Manager - Service Provider Ideal freelancers for this job should have: - Extensive experience in e-commerce and service-based website development - Proficiency in Zoho CRM integration - Skills in creating user-friendly admin panels with multiple user roles - Familiarity with workflow management systems I'm keen on a freelancer who can deliver a site that is not only functional but also easy to navigate for both Admins and customers.
I am looking for an experienced software developer or a team to create a robust CRM software focused primarily on sales management. The software should be equipped with essential features like: - Lead Tracking: The CRM should help in keeping track of potential leads throughout the sales pipeline. - Sales Forecasting: The software needs to have capabilities to predict future sales based on current data and trends. - Performance Analytics: It should provide insightful analytics regarding sales performance to help in strategizing. Compatibility is key for this project. The CRM software should be functional across various platforms, specifically: - Web: A fully functional web-based version. - Mobile: An intuitive mobile application. - Desktop: A user-friendly des...
I am looking for a seasoned developer or team experienced in ASP.NET and Angular to help migrate my existing Content Management System (CMS). The primary goal of this migration is to improve its performance, specifically its load times and scalability. Key Requirements: - Extensive experience with ASP.NET and Angular - Proven track record of CMS migrations - Ability to optimize for faster load times and better scalability I am open to suggestions for additional improvements or features that could be added during the migration process, but the main focus should be on enhancing the performance of the system.
I am looking for a seasoned developer or team experienced in ASP.NET and Angular to help migrate my existing Content Management System (CMS). The primary goal of this migration is to improve its performance, specifically its load times and scalability. Key Requirements: - Extensive experience with ASP.NET and Angular - Proven track record of CMS migrations - Ability to optimize for faster load times and better scalability I am open to suggestions for additional improvements or features that could be added during the migration process, but the main focus should be on enhancing the performance of the system.
I'm seeking a professional who can seamlessly integrate my Zoho CRM with my WooCommerce website. Key Requirements: - Synchronization of customer details, product information, and sales and order data between Zoho CRM and WooCommerce. - Potential for future integration of more functionalities. Ideal Skills: - Extensive experience with WooCommerce and Zoho CRM. - Strong understanding of API integrations. - Capable of providing solutions for data synchronization and potential marketing automation. Please note, the specific functionalities to be integrated from the CRM to my WooCommerce are yet to be determined. Therefore, the ideal freelancer should be able to provide recommendations based on their expertise.
I'm in search of a specialist who can seamlessly integrate Perfex CRM, Zender, Mautic, and WordPress for orchestrating multi-channel campaigns. The primary goal is to automate interactions on WhatsApp and email with our leads. Key Responsibilities: - Create and manage integrated, multi-channel campaigns involving WhatsApp and email. - Automate sending of promotional messages through WhatsApp. - Set up and oversee email interactions for newsletters and sales campaigns. - Create a whatsapp for sales interactions Ideal Skills: - Proven experience with Perfex CRM, Zender, Mautic, and WordPress. - Strong understanding of WhatsApp and email marketing. - Ability to design and implement multi-channel marketing strategies. The right candidate will help enhance our communicatio...
We are seeking a detail-oriented Freelance HubSpot CRM Data Enrichment Specialist to join our team for a 3-month project. Your mission will be to enhance the accuracy and completeness of our CRM data by: - Updating existing accounts with email addresses, phone numbers, and persona details. - Identifying and adding new accounts that are not yet in our CRM. Key Responsibilities: - Use the Apollo lead enrichment tool and your own proven methods to gather accurate data. - Ensure that all contact information is current, complete, and organised within HubSpot. - Classify contacts with appropriate personas based on role, industry, or other criteria. Requirements: - Proven experience with CRM data enrichment, particularly in HubSpot. - Pro...
I'm in need of a multi-functional management software that's compatible with all platforms - iOS, Android, Windows and MacOS. This tool should encompass a variety of crucial management areas including Performance Management, CRM, HR management, Employee management, Time Tracking, Location Tracking, Project management, and Finance management. Key Requirements: - The primary focus of this tool is on Employee management, so this module needs to be particularly robust. - Specific features to be included in the Employee management module are: Onboarding and offboarding, Performance reviews, Payroll processing, and Performance Management. - The tool must also incorporate AI integration and be up to date with the latest technology trends. Ideal Skills and Experience: - Exten...
...API system that connects our property portal website with a CRM software. This integration is crucial for estate agents, who will create accounts on our website, to push listings directly from their CRM. Key Requirements: - Create a system that allows CRM users to update their account data on our website - Develop a data feeds system for property listings - Ensure compatibility with JSON data format The ideal candidate for this project should have: - Experience in API development - Familiarity with property portals and real estate data management - Proficiency in handling JSON data format - Ability to create user-friendly interfaces for estate agents to add, update, or delete property listings Please note, while the specific ...
Hello I am looking for someone that is able to set up and customize suitecrm or any other CRM on a server. I am interesting in a few things when it comes to customization. 1. It needs to be able to hold data of around 1000 participants data such as (names, phone number, address, legal id number which is 13 digits), the activities they had participated in and the date they had participated in ( a participant will go over all the activities at some point but they will be in different dates), 2. A calendar that contains all the activities planned for the following month/months for each team member ( the activities and schedule can be deducted from what I mentioned previously, each expert has let's say 20 unique activities only they can do) as well as a way to tra...
I'm looking for someone to download a WordPress theme from my website and reupload it to another site. Please bid no more than $10 for this small job.
I'm lookin...Policies Having problems with Access Tokens and Verification Login etc. User roles and permissions in the app are limited to Admins and Users. The app also needs to interact with various third-party services via Microsoft Entra ID, including CRM Systems, Cloud Storage Services, and Email Services. An ideal candidate for this project should have a strong background in: - iOS app development - Integrating Microsoft Entra ID authentication - Implementing SSO, MFA, and Conditional Access Policies - Managing user roles and permissions - Integrating with CRM systems, Cloud Storage Services, and Email Services. Previous experience with enterprise-level application development will be a significant plus. Please provide examples of similar projects you've ...
I need a professional to migrate my bulky, 10-year-old Bollywood news () Word...tweaks on the header, footer and content layout of the main page. Key Tasks: - Suggest a suitable hosting provider based on the site’s requirements. - Ensure the new server meets the needs for scalability, customer support, and performance and speed. - Disable Securi for transition access. - Update WordPress accordingly. Ideal Skills and Experience: - Extensive experience with WordPress site migration. - Strong knowledge of affordable, reliable hosting providers. - Ability to make minor design changes. - Excellent understanding of site scalability, customer support, performance and speed requirements. - Previous experience in working with large archive sites. - Not previously involved with this s...
I'm seeking a WordPress developer who can create a plugin or ...through the site. Design Elements: - While I haven't specified particular design elements from WhatClinic, the final product should closely mirror the functional and interactive aspects of the site. Integrations: - Currently, there are no specified third-party integrations. However, the site should be built with future scalability in mind, allowing for easy integration with Payment Gateways, CRM systems, or Email Marketing tools if needed. Ideal Skills and Experience: - Extensive experience with WordPress development and plugin creation. - Proven track record of replicating complex sites. - Strong communication skills for technical explanations. - Experience with implementing search, rating, and booking s...
...with per-view revenue tracking. Set up in-app purchases for Google Play Store and Apple App Store. Build and customize a Zoho CRM system for managing user accounts and payments. Conduct full system testing, bug fixes, and performance optimization. Skills Required: Scalable Architecture: Laravel (PHP), MySQL with a focus on SEO optimization and revenue generation. Front-End Development: React, Vue.js, or Angular. Mobile App Development: Swift (iOS), Kotlin/Java (Android). Payment Integration: Stripe API, PayPal, in-app purchases for iOS and Android. Live Streaming Solutions: WebRTC, Agora, Mux integration. Map APIs: Google Maps API or Mapbox. CRM Expertise: Zoho CRM customization and setup. SEO Expertise: Advanced SEO optimization for both website and apps. Budget &a...
Project Details We are seeking a skilled and detail-oriented CRM Database Administrator to create and optimize our custom Airtable-based CRM with integrated mail management, payment processing, and file handling capabilities. This system will be designed to streamline customer communications, mail handling, and payment management. The ideal candidate will have experience with Airtable, Stripe, and mobile-first design, with a focus on usability and efficient integration. The candidate must also be able to work within an expedited timeline, with 10 days for system testing and 15 days for delivery of a fully workable version of the system. Client Information Management - The database should store essential client details including contact information, purchase history and com...
I'm looking for an ODOO CRM expert to conduct live online training sessions for a group of beginners. The training should cover: - Basic navigation and features of ODOO CRM - Customer management workflows - Setting up and customizing pipelines The ideal candidate for this project should have extensive experience with ODOO CRM, particularly in teaching beginners. Excellent communication skills and previous experience conducting live online sessions are also key.
I need assistance with importing our sales leads from an Excel file into our CRM system, Recman. Key Requirements: - The Excel file is stored on Drive and needs to be accessed, processed and imported. - The specific data fields to be imported include: Contact information, Lead source, and Sales history. - No specific data transformation or mapping is required, the data can be imported as is. Ideal Skills: - Proficient in handling Excel files, particularly in a Drive environment. - Familiarity with Recman CRM is a plus. - Good attention to detail to ensure all relevant data fields are correctly imported.
Project Description The goal is to transform an existing script that uses Google Documents AI to extract invoice data into a complete system that manages the data in a relational database and provides an interactive web interface for managing and viewing this data. Additionally, the system should allow user management with specific functionalities for assigning and managing invoices. Project Requirements 1. Data Migration Modify the current Python script to insert data directly into a relational database (e.g., PostgreSQL or MySQL) instead of exporting it to a CSV file. 2. Database Design a database to store: Invoice Data: Invoice number, date, amount, client, supplier, details, etc. Users: Name, email, password (encrypted), roles (admin/...
