vTiger, changes in Modul SalesOrder and small other things
€30-250 EUR
In Progress
Posted over 11 years ago
€30-250 EUR
Paid on delivery
Hello,
We provide guided tours and to manage the use of vtiger CRM.
If we create a new tour, then vTiger the firm is created with an organization / person, then after the sale order in which we record all necessary data about the tour. With our previous provider, there was a partner module, where we were able to assign a city guide (partners) of the sale order. From the sale could then ordered out of the workflow both a confirmation email will be sent to the buyer as well as the same time to the partner. This was very convenient.
The disadvantage of this partner-module is that our city leaders are also companies and people, of course, are thus quasi created twice in vTiger. Once under organization / person and once under the partner module. Is it not possible that in the sale order can simply assign a second organization, the field could mean, for example, partner. It needs to be ensured that the Email this second organization, which in our case this would be the guide, can be accessed in the workflow too. Also we would like to sell orders / Views can filter by the organization motto: Show me all the sales orders of organization XY. So no whole module would partner had written. Since we sometimes have multiple partners, it would be good if we could integrate equal to 2 additional partners. For example, there would be in the layout of Verkufsbestellung would be a new block of the partners. In it, the fields Partner 1 and Partner are second
Furthermore, we are still looking for someone to the cronjobs for recurring invoices and email delivery in vTiger with us setting up and ensuring that the vTiger Worklows not always sent 3 zeros after the decimal point as a total sum to customers. Instead of 79,00 € currently stands 79,000 Euro.
We have a managed server, which also allows cronjobs.