Requires the creation of an Excel Spreadsheet to the following specification.
Multiple sheets within one spreadsheet:
Contact sheet
Membership status sheet
Insurance Status sheet
CONTACT SHEET
General fields for contact details / email / contact name. Also requires additional work for a ‘dormant’ flag (yes or no list), region (defined and selectable from a list), local authority field (again, defined and selectable from a list). Lastly, a ‘last updated’ field would be helpful (auto updated where possible if that row has been changed).
MEMBERSHIP STATUS SHEET
This must auto fill all details from the contact sheet and maintain a link between this data (ie, if the detail changes on the contact sheet, it should update on the membership status sheet). This requires a flag (yes or no to indicate membership) and a date paid. Would also require further flags (yes or no to block membership, yes or no to opt out of block membership)
INSURANCE STATUS SHEET
As above, this should auto fill all details from the contact sheet and maintain a link between this data.
Also require a flag for Standard Insurance (yes or no) with date paid field. Also require four additional fields for other special insurance (defined and selectable from a list), with matching fields for date paid. Where possible, the special insurances should only be selectable if the standard insurance is active.
Additional Work
In addition, you may also wish to quote for additional scripting to create export routines so the following data can be analysed / extracted to XLS / Mail Merge, etc, etc…
List all
List all in defined local authorities (one or many)
List all in defined region(s) (one or many)
List all with phone number / email / website
List all with membership status of yes OR no
List all with membership status of yes in defined local authority OR region
List all with standard insurance of yes
List all with membership paid date of 31 March or before (in that present year).
Full specification availalbe on request.