collection management

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


Further notes(28/03/2020):

1-multiple PDF files can be attached for each account


Habilidades: Design de Sites, Microsoft SQL Server , ASP.NET MVC, MySQL, PHP

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Acerca do Empregador:
( 0 comentários ) alex, Saudi Arabia

ID do Projeto: #24551103

46 freelancers estão ofertando em média $1420 para esse trabalho


Hi adelaraby, By reviewing attached screens, WEB APPLICATION FOR FOLLOWING UP COLLECTION TRANSACTIONS WITH ACCOUNTS can be definitely developed by us with features like - file is imported and create an account - colle Mais

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Hi, We have analyzed the requirements and web app is to be developed which will be used to manage the collection of transactions for the accounts. Kindly let us the details of the data which will be imported from colle Mais

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Hi, I can create and design a web application for collection management of transactions from different accounts. I have gone through the flow and ready to get started right away. My 9 years of development experience Mais

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I am assuming that the system with roles like collection manager and collector will be used for internal purposes. is that correct?

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