Hi we require some modification of our vtiger CRM 5.0.4 installation. We have had quite a few modifications before and this is a tweak and additional features project.
Insert 2 customer fields into Leads module.
These are number fields which need to be mapped to existing fields in company module on lead conversion.
Convert Lead text field into a drop down list. Existing field needs to be changed from a text field to a drop down list. List needs to be accessible from admin – custom fields so we can add values to it at a later date.
Custom print view.
Button placed in company view & trouble tickets module displayed in company view. The buttons will open in a new window a printer friendly version of the company view & a detailed view of trouble tickets. The company view will have basic company information and contact details and the trouble ticket view will have this information as well as the entire descriptions in chronological order of trouble tickets. And example of the layout we require will be provided.
Either adapt or create a new module into Vtiger which enables a series of scheduled emails to be sent out. We are currently using Follow Up Expert and manually entering in email address. We are open to suggestions on this task for alternative programs but must be accessible in Vtiger.
Please quote the tasks separately.