Ms Access 2007 Template
Required skills: MS Access, MS SQL, SQL, Data Entry
MS ACCESS 2007 Template (modification)
I am looking to modify a Microsoft Access 2007 template. http://office.microsoft.com/en-us/templates/TC010178391033.aspx?pid=CT101426031033 If you know Access well, this should be easy. The template will have 8-10 tabs going across each with different types of information. THIS MUST BE SET UP AS A RELATIONAL DATABASE. One of the pages should have the ability to upload PDF and WORD attachments. Remember this must be a “relational database” all of the data should be able to be sorted and connected properly. This should NOT be just a form just to place information. It must be multifunctional. Let me know your thoughts and how you plan on executing project on your bid. Use the template on the link as a foundation to build on. Template must allow for 2 initial revisions before escrow payment and one other revision within 30 days AFTER escrow payment is made in full.
CONTACT INFORMATION (categories (contact types) Client, Lender, Personal and Business. Should be able to select more than one for each entry. (TAB)
First, Last, Full (first and last together), email address (linked), home phone, work phone, extension, mobile phone, Fax Number, property address, City, state, zip. Notes page at the bottom of form for additional notes. Same as existing template
INCOME AND EMPLOYMENT INFORMATION (TAB)
Borrower and co-borrower employment and monthly income info including employer, employer address, “monthly income”, monthly gross income, monthly net income, annual gross income. Also area for “other household income. Notes page at bottom for additional notes
FINANCIAL INFORMATION (TAB)
List of monthly expenses using dollar amounts: Subject Mortgage, Subject 2nd Mortgage, Taxes, Homeowners Insurance, HOA, Auto Loan 1, Auto Loan 2, Auto Loan 3, Auto Insurance, Gasoline, Credit Card1, Credit Card2, Credit Card3, Credit Card4, Credit Card5, Credit Card6, Telephone, Cable TV, Heating Gas, Electric, Water, Trash, Mobile Phones, Medical Expenses, Life Insurance, Daycare, Tuition.
(Have a space at that will bring over the amount that was input for income. Then as each field of expenses is filled in it is subtracted from the income and totaled at the bottom, similar to an excel financial statement) Must have borrower (s) name, address auto populate. Also manual input for Lender and Loan Number at top of page.
CALL LOG (TAB)
Call Date, Call time, Subject and Notes. Should be able to auto populate date and time once I click in a field, each subject, when clicked on will have a connecting NOTES section at the bottom to make additional call notes. Same as existing template
MORTGAGE INFORMATION (TAB)
1st Mortgage Balance ($ ), 1st Mortgage Interest Rate (%), Monthly Payment 1, Lender 1, Loan Number1 2nd Mortgage Balance ($ ), 2nd Mortgage Interest Rate (%), Monthly Payment 2, Lender 2, Loan Number2, NOD Filed (Yes/No), NOT Filed (Yes/No), Interest Only (Yes/No), Option Arm (Yes/No)
HARDSHIP (TAB)
Month and date financial difficulties started (use a drop down with calendar). Temporary or Permanent? (Use a drop down menu with Short Term or Long Term). Events that led to hardship (use notes section for room to describe). Describe Steps take to resolve hardship (notes section).
Place check box on left of each of the following and allow for more than once choice (Adjustable rate Mortgage, Death of Spouse, Damage to Property, Divorce, failed Business, Illness, Job Relocation, Loss of Job, Military Duty, Medical Bills, Reduced Income, Other…explain with space to explain. Also have notes page at bottom of page.
(See next page)
Approach Strategy (TAB)
Large notes section
Types of Reports to Create
In addition to what is already on the template http://office.microsoft.com/en-us/templates/TC010178391033.aspx?pid=CT101426031033 , create an easy to read clean looking template for each of the previous categories. Should be able to email and attach reports using Microsoft Outlook 2007.
Attachments (TAB)
A Page where I can upload PDFs and Word Documents to the specific client file. Also must be able to attach emails from Outlook that have attachments. If you think there is a better place to put this info in another tab please let me know.
I am looking to modify a Microsoft Access 2007 template. http://office.microsoft.com/en-us/templates/TC010178391033.aspx?pid=CT101426031033 If you know Access well, this should be easy. The template will have 8-10 tabs going across each with different types of information. THIS MUST BE SET UP AS A RELATIONAL DATABASE. One of the pages should have the ability to upload PDF and WORD attachments. Remember this must be a “relational database” all of the data should be able to be sorted and connected properly. This should NOT be just a form just to place information. It must be multifunctional. Let me know your thoughts and how you plan on executing project on your bid. Use the template on the link as a foundation to build on. Template must allow for 2 initial revisions before escrow payment and one other revision within 30 days AFTER escrow payment is made in full.
CONTACT INFORMATION (categories (contact types) Client, Lender, Personal and Business. Should be able to select more than one for each entry. (TAB)
First, Last, Full (first and last together), email address (linked), home phone, work phone, extension, mobile phone, Fax Number, property address, City, state, zip. Notes page at the bottom of form for additional notes. Same as existing template
INCOME AND EMPLOYMENT INFORMATION (TAB)
Borrower and co-borrower employment and monthly income info including employer, employer address, “monthly income”, monthly gross income, monthly net income, annual gross income. Also area for “other household income. Notes page at bottom for additional notes
FINANCIAL INFORMATION (TAB)
List of monthly expenses using dollar amounts: Subject Mortgage, Subject 2nd Mortgage, Taxes, Homeowners Insurance, HOA, Auto Loan 1, Auto Loan 2, Auto Loan 3, Auto Insurance, Gasoline, Credit Card1, Credit Card2, Credit Card3, Credit Card4, Credit Card5, Credit Card6, Telephone, Cable TV, Heating Gas, Electric, Water, Trash, Mobile Phones, Medical Expenses, Life Insurance, Daycare, Tuition.
(Have a space at that will bring over the amount that was input for income. Then as each field of expenses is filled in it is subtracted from the income and totaled at the bottom, similar to an excel financial statement) Must have borrower (s) name, address auto populate. Also manual input for Lender and Loan Number at top of page.
CALL LOG (TAB)
Call Date, Call time, Subject and Notes. Should be able to auto populate date and time once I click in a field, each subject, when clicked on will have a connecting NOTES section at the bottom to make additional call notes. Same as existing template
MORTGAGE INFORMATION (TAB)
1st Mortgage Balance ($ ), 1st Mortgage Interest Rate (%), Monthly Payment 1, Lender 1, Loan Number1 2nd Mortgage Balance ($ ), 2nd Mortgage Interest Rate (%), Monthly Payment 2, Lender 2, Loan Number2, NOD Filed (Yes/No), NOT Filed (Yes/No), Interest Only (Yes/No), Option Arm (Yes/No)
HARDSHIP (TAB)
Month and date financial difficulties started (use a drop down with calendar). Temporary or Permanent? (Use a drop down menu with Short Term or Long Term). Events that led to hardship (use notes section for room to describe). Describe Steps take to resolve hardship (notes section).
Place check box on left of each of the following and allow for more than once choice (Adjustable rate Mortgage, Death of Spouse, Damage to Property, Divorce, failed Business, Illness, Job Relocation, Loss of Job, Military Duty, Medical Bills, Reduced Income, Other…explain with space to explain. Also have notes page at bottom of page.
(See next page)
Approach Strategy (TAB)
Large notes section
Types of Reports to Create
In addition to what is already on the template http://office.microsoft.com/en-us/templates/TC010178391033.aspx?pid=CT101426031033 , create an easy to read clean looking template for each of the previous categories. Should be able to email and attach reports using Microsoft Outlook 2007.
Attachments (TAB)
A Page where I can upload PDFs and Word Documents to the specific client file. Also must be able to attach emails from Outlook that have attachments. If you think there is a better place to put this info in another tab please let me know.
Posted In:Data EntrySQLMS SQLMS Access |
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