In Progress

Vtiger 5.4 Customisation/add-ons PHP MySQL

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.

Skills: MySQL, PHP, Software Architecture, Software Testing

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About the Employer:
( 8 reviews ) Gold Coast Mail Centre, Australia

Project ID: #4701122

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Hello, I'm vTiger developer and ready to do this job for you. Please check your INBOX to see my plan. Thank you.

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Hi, I can help you on this and made those changes. Best quality assured. Thanks

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