Completed

Vtiger 5.4 Customisation/add-ons PHP MySQL

This project was successfully completed by mrt3vn for $368 AUD in 3 days.

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Completed by:
Project Budget
$250 - $750 AUD
Completed In
3 days
Total Bids
15
Project Description

Allow leads to be converted to projects with the click of a button:

TASK 1: Add a button in the LEAD tab which automatically creates a new Project with pre filled fields copy from the leads table.

Required features include:
1. A configuration page to determine which fields are mapped from leads to projects including custom fields.
2. Once converted the leads status should be set to "project". It would NOT be deleted or hidden as per the current workflow when a lead is converted to an opportunity.

TASK 2: Increase the column limit for custom filters from 9 to 12 in the LEAD and PRoject tabs.
1. When creating custom filters in the leads or project tabs there is a limit of 9 columns. We would like to increase this limit to 12 columns.

We have numerous other minor and some larger modifications required. However, we would like to start with these simple items in order to build a relationship with a developer prior to moving on to larger projects.

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