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Required software development freelancer for External Contacts / Referrals Meeting Log (use Excel / Access, VBA, Userform, Advanced Filtering) job

Posted at - Jan 13, 2024

Toogit Instant Connect Enabled


I want to develop a Meeting Log to store information re: communications I or my team has had with external vendors. The information I want to capture is:

1. Company Name
2. Product Information
3. Initial Meeting Date
4. Type of Meeting (Call, In-Person, etc)
5. Team Members Involved
6. Referred by
7. Outcome

I think this could be somehow captured in either Excel, Access, or through a Sharepoint Form (preferred method is sharepoint so the list can be stored somewhere and actively updated). I assume that we can add some dynamic abilities to the Form, for example, the meeting date can be an actual calendar where they choose the date, the Type of Meeting can be a drop-down, the Team Members involved can potentially pull Team Member information from Active DIrectory or some other contact database we use (we are on Office 365). Looking forward to your offers and recommended approach.

About the recuiterMember since Dec 5, 2016 Ryan W.
from Quebec, Canada

Skills & Expertise Required

software development 

Open for hiringApply before - Jan 12, 2025

Work from Anywhere
40 hrs / week
Fixed Type
Remote Job
$47.90
Cost

Offer to work on this project closes in 187 days!
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