Customize Sugar CRM commercial force

Budget $30 - $250 USD
Bids 4
Average Bid $215

This Sugar CRM is used into a Media Enterprise to control its commercial and sales staff. Customers, sales, products and staff information are the core of this CRM.

Spanish - English dictionary could be needed to understand what CRM says

Customize Tasks Query:

See image #1 of attached file

1. In menu ACTIVIDADES (activities in english), option TAREAS (tasks in english), tab BUSQUEDA AVANZADA (advanced search) more search fields are required:

Tasks browser must allow queries by 5 new fields:

- REGIONAL (region): Table name: [url removed, login to view]
- CIUDAD (city): [url removed, login to view]
- GRUPO (sales team): [url removed, login to view]
- CLIENTE (customer): [url removed, login to view]

Note: REGIONAL, CIUDAD and GRUPO information are in the same table because they are part of the same sales hierarchy tree: Sales teams (GRUPO) are included in cities (CIUDAD) and cities in regions (REGIONAL)

(See commercial hierarchy tree: image #2 in attached file, menu MERCADEO (marketing), option ARBOL DE GRUPOS ASOCIADOS (sales teams tree)

Tasks query must respect hierarchy tree: (se field PARENT into [url removed, login to view] data table)
- Sales executives are only allowed to check tasks assigned to him,
- Team Managers are only allowed to check tasks assigned to him, and to executives into the team
- City Managers are only allowed to check tasks assigned to him, to team managers into his city and to executives into those teams.
- Regional Managers are only allowed to check tasks assigned to him, to city managers into his Region, to team managers into those cities, and to executives into those teams.
- National manager, upper levels and CRM administrator are allowed to check any bodys tasks, no matter who is asssigned to.

Tasks information are located in [url removed, login to view] data table

2. Additionally, task browser must allow filtering by date: FROM - UNTIL data fields must be available for users.

3. ASIGNADO A (assigned to) field have to change its display: it is required to use a data box instead data list.
Query system must be the same as the one used in menu VENTAS (sales) option CLIENTES (customers), where the field ASIGNADO A (assigned to) is just a data empty box. When
SELECCIONAR (select) button beside is clicked, sales executives/teams list is displayed. It allows user filter CRM users by name and city to pick one up.
List displayed into a pop up includes the whole hierarchy tree of sales department: executives, team manager, city manager, regional manager and national manager, because all of them could have tasks assigned.

Developer must use the browser space in proportion of fields required. Good looking display and less scroll as possible are desirable.



This is only the first of 22 changes required in the CRM. Nice performance in this development should be important to choose enginner who will be hired to complete the rest of the work.
Skilled developer should require less than 10 hours to finish this job.

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Bids on this Project

  • auriclesoft09 Profile Picture

    auriclesoft09

    Siliguri,  India

    AuricleSoft is an Information Technology Services (ITS) provider with 55 dedicated developers in the hierarchy of Seniors and juniors based at a prime location in Kolkata and Siliguri. In this path of fulfilling the objectives AuricleSoft got tremendous support from the satisfied customers in Customized Software Development CRM/POS/ERP Document Management Software Development Linux Migration School ERP Website Development/Ecommerce/OScommerce intigrations. AuricleSoft knows the value of time, better service, quality product and the customers. The concern looks after its customer's current and future requirements and provides same importance to all levels of customers with its innovative cutting edge solutions. Our Skills: Linux, Apache, MySQL, MSSQL, CMS, HTML, AJAX, Javascript, jquery

    C Programming, JSP, Javascript, and Script Install

  • sukum Profile Picture

    sukum

    Hyderabad,  India

    I am an experienced SugarCRM developer and a skilled PHP programmer. I have customized SugarCRM to meet various workflows. Also created many upgrade-safe custom modules for SugarCRM. I can customize SugarCRM not only in an upgrade-safe manner, but also tinker with the core functionality to meet any specifications. Since SuiteCRM is a fork of SugarCRM Community Edition and uses its codebase, I can (and have) work on it as well. I also have experience creating custom modules for Wordpress, Joomla, Drupal and Mediwiki. And worked on frameworks like CodeIgniter, Symfony, Laravel, etc. I have expertise in web development using PHP. I am well versed in supporting technologies like Ajax, Javascript, HTML, CSS. I have worked on different libraries like jQuery, Smarty, , , AngularJS etc. I am also familiar with development in java, .net, python, ruby, perl and other programming languages.

    PHP, Javascript, XML, and Python

  • kevinorange505 Profile Picture

    kevinorange505

    hong kong,  Hong Kong

    PHP, ASP, C Programming, and Java

  • jcgo810326 Profile Picture

    jcgo810326

    Lima,  Peru

    Web Application Developer, using open source technologies. Always researching new technologies, to make the most .... :)

    PHP, ASP, Java, and Javascript