vTiger 5.4.0 Custom Module

  • Status Completed
  • Budget €30 - €250 EUR
  • Total Bids 7

Project Description

Need a custom module for a Call list


Be able from organization search results load them to the Call list by a button called Add To Call List next to the buttons Delete, Mass edit, Send mail, Send Email

When clicking that button you have the options to pick Assigned to for the Call List ( should be set as standard the user loading the list )

When adding the companies to the list it also loads all related data from the detailview of organization module( should be able to alter the layout and what data shown by the module manager just as I can alter the layout for organization so the fields and data has to come from organization module ) and also loads the contacts related to them

The list should look like the organization listview with assigned to ( the assigned to must be just for Call List and cannot inherit from other modules ) and when click on a company it opens a business card with all details and a dropdown for the contacts related to the company were you can pick which person you are talking with. In the bottom of the business card you have following buttons:

Remove from Call List ( should just take it away from this call list and move you out to the listview again)

Make Appointment ( after clicking this you are moved into the calendar and it automaticly add organization and contact in the related to tab and setup meeting or call and with subject, time, it should remove the company from the call list and move you out to the listview again)

Go To Customer Card ( after clicking this you are moved to the organization detailview of the specific company and it should remove the company from the Call List )

No Answer ( after clicking this it should put the company last in the Call List and move you out to the listview again )

For your information i have a lot of customization made in several modules all over the system so its not basic installation

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