Website creation for financial services firm

可议价

可议价 Upwork Technology & Programming Overseas
832 days ago

Description

Looking for professional to assist in putting together basic website for boutique investment bank.

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if someone can provide the solution in their reply, I will test and if successful I will award the job and release amount. Scenario: I have an excel document which automatically updates a SharePoint list via power automate. The excel document and list both have 3 columns, Title, Course Status, Last Completed (this is a date). All works fine to update or create a SharePoint item when the ‘Course Status’ column and ‘Last Completed’ column have data in excel. The initial problem I had (now partially resolved), was when the ‘Course Status’ column in excel had data but the ‘Last Completed) column in excel was blank, I was getting an error message when running the flow regarding the blank columns and then the list would not update correctly as the row value for ‘Last Completed’ was blank. I still needed the list the pick up the ‘Course Status’ information and leave the ‘Last Completed’ blank in the list to mirror the excel sheet. To resolve this, in the Update Item and Create Item actions, I changed the mapping of ‘Last Completed’ to an expression instead of linking it directly to the excel column. The expression is: if(equals(item()?['Last Completed'],''),null,item()?['Last Completed']) This partly solved my solution. What now happens is when I first run the flow, it runs successfully and the list will include all the correct data (this includes ‘Course Status’ with or without the ‘Last Completed’ column which is what I need). However the problem I have is when I run the flow again, the ‘Last Completed’ column in the list removes the date for ALL entries, and if the ‘Course Status’ column does not update at all, even though this has changed on excel. It seems after running the same flow the second time or more, it is still only shows the same Course Status column with no changes, and the Last Completed column is blank for all entries when it should be full and only missing a few dates. I have attached 2 screenshots of how the list displays on the first flow run (exactly what I need it to do every time I run it), and then the second time I run the flow (Course Status doesn’t update, and the date is removed for all entries in Last Completed). I have also attached the current flow. Please assist, if someone can provide the solution in there reply I will test and if successful I will award the job and release amount.
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I use Monday.com boards as a workflow for my business but it was initially set up without being correctly planned. Now it is difficult to manage things as there are so many different boards. We specialise in assisting clients who have disputes with vehicles. For example if they purchase a faulty car and the vendor refuses to assist. We will help the client get the vehicle repaired or rejected etc and regularly communicate with clients, vendors, finance companies etc. A smooth platform to deal with enquiries and the required communications is essential. At present the system works OK but it needs to be much better. I need the following done: A consultation with an expert conversant with Monday.com to explain exactly what I require All of the existing boards to be merged into a new master board so everything is accessible in one place Notifications to be set up correctly MS Exchange (or similar email software) to be incorporated within Monday.com platform Whatsapp business to be incorporated within Monday.com platform Standard template letters and documents to be set up so they can be easily accessed A range of automated tasks to be set up when statuses change Initial enquiries to be given a reference number and once assigned to a case handler be given a new reference number All communications to be viewable in one area (emails & text messages etc) and a call log to record when calls are made A simplified view so key data can be seen on one front page of each case Automatic reminders to flag up when actions are required and a separate page to view reminders daily/weekly AI to be incorporated into system for writing communications (if possible) Enquiries to be ranked/scored on certain criteria Automatic responses to be sent on a delayed basis depending on enquiry score Users permissions set up correctly When statuses change enquiries to be moved to a separate board Invoices to be created and sent automatically upon case completion Automatic review requests to be sent on case completion Documents to automatically be downloaded if attached to incoming emails Automatic reminders to be sent when required (when information has been requested but not received) Emails received to be sorted and allocated to correct case file based on different reference numbers (e.g. our reference number or 3rd party reference number) Address field on map for incoming enquiries UK addresses only Enquiry forms to be standardised E-Sign facility to be added for documents sent that require signing Separate form to be sent to clients for additional information required that can be automatically added to existing case file Filing system for case files to be set up and accessible within Monday.com Any other suggestions that you would envisage would benefit our operation based on your experience will be advantageous. I require this to be started immediately and completed as quickly as possible in time for January. The website that we gather our enquiries from is www.motorclaimshelpline.com and it will give you an idea of what we do. I look forward to hearing from you. Kind regards Steve Whatsapp +447855844205
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