Basic Vtiger customization and linking to website for a medical practice :
- Create (for an existing website) a web form with specified contact fields, medical data fields, and extracting a list of products (with checkboxes) from Vtiger Products table. The fields will mirror custom fields created in Vtiger Prospects and Accounts.
- Web forms submitted from website should automatically create a new Prospect in Vtiger. Populate both standard and custom fields (to be specified) of the Vtiger Prospect with web form data
- Add ability to create a quote from and attached to a Prospect (currently only available in Account)
- When a Prospect is converted into an Account, all attached data including quotes should be attached to the new Account
- In addition to the creation of the new prospect, each submitted web form should result in the creation of one Quote for each product selected in the web form. Each quote will have specified static content as well as the value of the Description field from the Vtiger Product concerned by the quote.
- Add button on Vtiger Quote and Invoice to directly send the quote/invoice to the related account's email address
- Customer access : allow each customer to access their own vtiger Account and related entities (attached pictures and docs, quotes, invoices, emails). Allow Vtiger Admin to create a login/pwd for each customer and provide these to customer for loging in through the general Vtiger login page. Customer may update data but not delete anything, and customer may not access any other features nor data in Vtiger.