We sell and manage city tours through vTiger. We need 6 modifications:
1.) When creating the sales order, the appointment of the citytour is currently stored in the sales order. The tours shall be settled by vTiger 14 days before appointment, or if the appointment is nearer than 14 days immediately. So an invoice shall be produced from a sales order automatically. Cronjobs are possible for our server.
2.) Recurring invoices are possible in vTiger 5. 4. 0, the service shall be established.
3.) A memory mail shall be sent from workflow 3 days before the appointment of the city tour automatically to customer, a survey e-mail 3 days after that
. Creating the email we assume...
4.) All emails that are sent from a workflow should be attached to the person/leads, so that they are visible in the vTiger.
5.) Under contacts / salesorder should displayed in addition the appointment of the tour, as well as the time and the city. Currently, only the order number and the title will be displayed. (All Infos are stored in the sales order)
6.) in the workflow emails we must be able to insert the description of the products of the sales order
6.) in the workflow emails we SEND must be able to insert the description of the products of the sales order