Online Database Needed
Hello all,
I am needing a central online database for a financial business. Below are my requirements:
1. Needs to be tabbed with fields under each tab
2. Ability for mail/document merge
3. Ability to add new tabs/fields
4. Ability to import/export data
5. Alerts based on marketing on a front dashboard, letting me know when/if more solicitation/follow up is required
6. Delete/Add Records
7. Searchable fields
8. Logins with admin users and users
9. Some of the fields will need to have basic formulas attached (functions attached to a financial calculator, amortization, etc.)
10. Ability to attach files to a record
Let me know what you can do. Please provide any demos that I could see as a reference. If you have any experience in finance at all, that would be a plus!
Thanks,
Lauren
