Need CRM expert. prefer VTiger for few modifications.
Project ID: 1325032246
Project Details
- Status: Closed (Cancelled)
- Posted: 12/27/2011 at 19:30 EST
- Cancelled: 1/14/2012 at 0:10 EST
- Project Creator: (No Feedback Yet)
- Budget: $200-500
- Description:
We would prefer a breakdown of costs for each requirement to help us decide weather to implement the non crucial requirements
our business involves receiving applications for an account with us, via webform.
applicant usually needs to send us documents that we email/collaborate with a third party for approval.
1. Webform submit to CRM.
A user will fill out an application for an account with us on a webform at
http://www.easycharge.net/1/application.php
(the submitted data should create a lead or contact. and auto-create a trouble ticket. called Application ID#)
or,
he will fill out a contact us form at contact us,
http://www.easycharge.net/1/contact.html
should create a lead and auto-create a trouble ticket called inquiry#.
2. we need a upload documents field in the webform. with a picklist of doument type.
should be saved in documents of the created record.
3. Documents module.
need to have a pick-list for document type.
---1 need an upload and delete documents via the customer portal. (not just view).
---2 the sales person and contact himself (via customer portal) should be able to set the document type from pick-list
---3 need function to select all or several documents from any document list and email them it to a third party contact or group. should auto insert to the subject line $company-name$ , ticket number or account number
---4 need a button to save documents from email attachments directly to document list of related lead/contact record associated with email address
Email scan and assosiate.
Need all emails with a specific case#/ticket#/account#, or "company name" in the subject , regardless of sender "from" address to autimatically added to the related lead/customer/account/ticket record or comments.
we need to duplicate the trouble ticket functionality into all records types.
so all emails, responses from all parties should show as comments. and email attachments should be saved in document box (just like in trouble ticket module)
so, all communication relating to that case#, ticket # or "company name"
should be viewable in the comments and email modules of the record. regardless of sender
the list columns should contain the
"from"(who sent),
progress-stage during the communication.
we need to collaberate details, tickets and documents of an account. with a third party for approval
the third party is a contact listed as partner. but is not a login user of our CRM.
and allow him viewing of a contact/account details as well as
view documents, write comments, write comments on a supprort ticket,
using a url that does not require login.
the sales agent should be able to click a collaberate button to email this link to the partner contact.
the account# or case# and the "company name" should be in the subject.
- Tags:
| Project Bids |
| Programmer | Bid |
Delivery Time | Time of Bid | Rating | |
| adeel0001 | $200 | 3 days | 12/27/2011 at 20:20 EST | (No Feedback Yet) | |
| Dear Friend, Please check your PMB. Thanks! --Furqan | |||||
| weblogics2 | $499 | 15 days | 12/28/2011 at 6:36 EST | (10 reviews) |
|
| Hello, Please check the PMB. Regards Web logics2 | |||||
| webin24hrs | $500 | 10 days | 1/5/2012 at 15:49 EST | (5 reviews) |
|
| Please check the PMB | |||||
| amol6704 | $500 | 19 days | 12/28/2011 at 4:08 EST | (21 reviews) |
|
| “HELLO EXPERTS R HERE” We will give you a complete satisfaction and professional solution as per client requirement....we have expertise and skilled programmers LOOK PMB...THANKS .............../.............../................................................................................../......................./ | |||||






