capsule crm for codexo
Project ID: 1314805832
Project Details
- Status: Closed (Chosen Programmer: coderxo; Paid; Rated 10 out of 10)
- Posted: 8/31/2011 at 11:50 EST
- Closed: 8/31/2011 at 12:33 EST
- Project Creator:
- Budget: N/A
- Description: 2 forms on site have to connect to capsule and capture data
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http://www.magicclean.ca/corporate-estimate-or-appt/
this is corporate and creates a company account with a user account for the employee
You have to login to see and check
found here: https://magicclean.capsulecrm.com/parties
see organizations tab on right
https://magicclean.capsulecrm.com/parties/add_organisation
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http://www.magicclean.ca/appt-or-estimate/
this is estimate form
add person data
https://magicclean.capsulecrm.com/parties/add_person
its harder to find in capsule, but enclosed screen shot should help
the custom fields are located in this link once logged in
https://magicclean.capsulecrm.com/settings/customfield/opportunity
In the magicclean site in the 2 forms they have to match up to
both data capture in capsule
for estimate I did it and have it saved and thin correct?
for corporate I had no clue how to do so its needs your help + css for both - Tags:
| Project Bids |
| Programmer | Bid |
Delivery Time | Time of Bid | Rating | |
| coderxo |
$150 | 2 days | 8/31/2011 at 11:54 EST | (376 reviews) |
|
| as discussed | |||||






