SugarCRM Change

  • Status Closed
  • Budget N/A
  • Total Bids 9

Project Description

We use the SugarCRM with Advanced open sales module to create quotes.

We need to change the fields in line items on the quote edit pages

The fields have been created, in the products table, they just need to be added to the create/edit quote forms.

Most of the fields are just pulled straight from that table as data eg 'price ex gst' 'gst amount' etc. However we also need product code fields that we should be able to enter to load the product (as an alternative to adding by product name).

Also, we need a 'quick create' option on the product search popup page, so when you are creating a quote, if you need to add a line item of a product that doesn't exist, you can quick create from the search popup like you can with accounts.

Ongoing sugarcrm work available if first project goes well.

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