VTiger new functionalities

Workflow – to do, event – Assigned to option

When you define a new workflow with new task – “create to do” option to have possibility to assign this task either to a role or to other user. Practically to have option – Assign to

Emails assigned to Potential, Quote or Sales Order

To have possibility to send emails direct from vTiger (or to assigned if email client is synchronized with vTiger) related to a Quote or Sales Order. Now is possible to assign only to a account or contact not in more detail.

New fields in Quote or Sales Order on Item Details

We need to add 3 or 4 new fields in Item details – (Check Box, number, data) and to transfer this field from Quote / Item Details -> Sales Order / Item Details. These new fields should be visible in reports also.

Fields visibility depending on profile

We need to have Discount field from Item details (Quote and Sales Order) visible only for Sales Manager Profile (not for Sales man – for exemple)

Skills: vTiger

See more: define send, account manager role, vtiger, sales man, account data manager, email man, add fields quote detail, vtiger create order details, email send vtiger workflow, add field sales order, create workflow vtiger, sales order vtiger, vtiger event workflow, vtiger contact, vtiger workflow create event, quote order number, vtiger quote item detail, item details vtiger, man box, sales workflow vtiger, email direct client, vtiger discount, vtiger workflow task, vtiger workflow order, vtiger send email user

Project ID: #1294074