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)
2 freelancers are bidding on average $525 for this job
Hi We are CRM/ERP/POS solution providing company So we are really interested to deliver this project. For more details please see your PM. Regards AuricleSoft