Added Functionality to Leads Management script.

This project was successfully completed by hirenkotadiya for $88 USD in 10 days.

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$30 - $100 USD
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10 days
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Project Description

This Project is for hirenkotadiya

Added Functionality to Leads Management script. Upgrade's of previous project you completed.

1 When selecting the Paid/Approved/Approved Topup. status and click change status a confirmation popup window asking witch credit provider Paid/Approved/Approved Topup the loan.
Bridge Loans
Bayport Financial
Bruma Finance
Izwe Loans

2 Added functionality to reports for the following status Approved and Approved Topup, So it will be Paid, Approved and Approved topup, link to the date the status changed,
3 And pull Paid report by selecting Credit provider

4,Reports can be made available to user but the commission earn fields must have no data
Remove the section where user can add the commission earned Comm % and Comm Amount,
When admin update these fields regarding commision user must not be able to view these data when they view the leads detail page.

5 One click download all attachments

6 Multiple Status update. will explain this in more details need to work something out.

7. User needs to add Basic personal information to there profile. The banking details section can be used witch you will finds in the webform,
Personal in
Full name
ID number
cell no
Home No
Personal email:
Bank details
The banking details section used the info you will finds in the webform, where leads add there bank details.

Admin must be able to view user profile

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