build web application for following up collection transactions with accounts . we can send e-mails to these accounts . a portfolio comes monthly ,distributed by collection manager to different collectors . they contact the customers and record what happened with them .the collection manager can send e-mails and sms to these customers . we will deploy this application to work on the cloud .
Scenario of the system :
1-a new portfolio arrive for collection (usually in CSV format)
2-The file is imported on the system and create an account for each line of CSV file .this option is done by the collector manager
3-Each collector works on his list of open accounts , and record the action and remarks and contact number . The collector can have a dashboard with current open accounts with last action .
4-The collection manager can send SMS or email to certain list of accounts .
5-at any time ,the collection manager can archive any account ,so the collector can no more work on it (means marking this account)
[login to view URL] collection manager has a dashboard with all collectors and can see each collector on detail
7-The collector can have a report of his actions on certain period or on some accounts
8-The collection manager ,can have list of actions for certain period
9-there should be a search option on the different account by name,mobile,city ,...
10-collection manager can record payment on the accounts manually of from CSV file
Expected no. reports 4
Further notes (26/03/2020):
1-no target for the collector,he will finish as much as he can from the accounts assigned to him
2-some accounts can be transferred from one coll. to another
3-assignment can be done manual or from the excel file imported monthly
4-sending SMS and emails from inside the application by the collection manager
1-multiple PDF files can be attached for each account
46 freelancers estão ofertando em média $1420 para esse trabalho
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