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Simple contacts directory using VBA

There are 2 excel files:

[login to view URL]:

- contains information about the contacts that belong to some company

- contains information on what kind of present was sent to this contact for the Christmas throughout multiple years (types of presents: card, eCard, calendar, other (+comment field))

- contains also deactivated contact – i.e. was a contact but not anymore in the company (these contacts are marked with strikethrough)

- contact can be of different category (contact, alumni an etc.). A single contact can be of multiple categories

- contact is assigned to specific responsible person

[login to view URL]:

- contains information about the companies and the contracts that are made with this company. So, one company can be entered multiple times due to the different contract number.

- company is assigned to specific responsible person

I need an access, excel or standalone tool that will be used as a contact directory tool. Prior to the functionality – several challenges that need to be resolved:

- the db structure and itself should be created – preferably with MS Access, as there is no possibility to install additional app on the pc

- the existing data should be imported

- the user should predefine the column names, where the information about the Christmas presents is, because these should probably be inserted in separate table

- some of the companies in the contacts file do not exist in the companies file or have different name, therefore a manual mapping ui is needed

Further, the following functionality with UI should be done:

- Add Users / Companies

- Search through contacts via name, last name, company name, responsible person name

- Filter contacts by responsible person name

- Search companies by names, contract numbers, and responsible person name

- Filter companies by name and responsible person name

- See what a responsible person has sent to his/her contacts in the last years, so that he/she can decide what to send in the current.

- Prepare a letter (word files) for multiple contacts at once (vba code is prepared, so a placeholder is sufficient, the rest can be integrated on our own)

- Deactivate column for the contacts, which is a checkbox for just making the font color red, so that it is clear that this contact is no longer important / left the company.

- Export data for the selected contacts

- Events. Need a functionality to add events (event name, date, country, city, address, comment) and add participants to these events. Also see the list of participants for the selected event and export list of participants.

There might be minor points that I’ve forgot, but mainly this is the functionality. If you decide to do the tool in Excel (both UI and DB) – I have a partial structure fully ready, so one needs only to implement the code, if in Access – there is more done, but should be checked and optimized anyways.

Skills: Excel, Excel VBA, Microsoft Access, Visual Basic for Apps

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About the Employer:
( 59 reviews ) Freiburg, Germany

Project ID: #19753394

35 freelancers are bidding on average €149 for this job

schoudhary1553

Hello, I have gone through your job posting and become very much interested to work with you. I am an expert in this field. I have already completed several projects like this. For evidence you can see my profile. Pl More

€200 EUR in 7 days
(311 Reviews)
7.9
illuminesoft

ID : 19753394 Greetings, We are interested to work on this project, please find my comments inline with yours in the following link, [login to view URL] More

€111 EUR in 10 days
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7.4
paris2785

Hi, there! My name is Paris, and I was glad to see that you're looking for an Access developer. According to your brief, you want to have some tables in Excel imported in a new Access database. Functionality regarding More

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(239 Reviews)
7.4
shoguna2m

Hi there, My name is Andres, I'm a Industrial Engineer VBA and MS Excel expert and leader from Trascender Global Team. My team and I are highly skilled on VBA code creation and modification with 4 years of exper More

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(89 Reviews)
6.5
dvcontact

Hi, Would you like to see a quick demo of your project on creating a simple directory for contacts using VBA completed before you award the project? You can consider it professionally done in less than 24 hrs. Rather More

€130 EUR in 7 days
(50 Reviews)
6.3
datakillers

hI, I am certified for Microsoft Office, Microsoft Excel, Word and Access. I am good command over data management in Excel Dashboard, Spreadsheet as well as in Microsoft Access Database. I have 15 years’ experience to More

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6.3
VladimirLilenko

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6.4
zu02

Hi, There I hope all's well with you. I see you'r looking for a developer proficient in Ms /Excel/Access /VBA. I learned your task. I can code it in both Ms /Excel/Access, but the best way here will be Ms Access. So More

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(51 Reviews)
6.1
jawadaman

Hi I am interested in the project. I am an experienced MS Access application developer. I have developed many applications and have done many change requests here on freelancer. If interested in hiring me then please More

€100 EUR in 7 days
(81 Reviews)
5.7
sonarkaushik

Sir, I am well versed in these kind of jobs and can do your project as per requirement. **I am ready to start Waiting to hear from you. Regards Relevant Skills and Experience Data entry, excel

€122 EUR in 3 days
(45 Reviews)
5.6
NeilSargent

I have an existing Access database which does exactly what you require – and much more. I have over 20 years experience developing applications in Access and Excel with advanced knowledge of SQL and VBA and particular More

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4.2
xinglong717

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paulodayto08

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sergeyprince

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2.0
jrsmoots

Hi: I think an MS Access 2016 app may be a good fit, if the project is intended to be kept inside your network, running on your computers. I've been developing for MS Access and MS SQL Server for over 20 years. More

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DZMConsultant

Being a corporate trainer for Excel, Macros, Financial Modelling etc. I can do this efficiently and also train you in the process so that you can modify independently. New to this forum but I have over a 1,000 satisfie More

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JJJITconsulting

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