We have a vTiger 5.4.0 installation which is standard and does not have any customizations/ extra modules/ etc. It's the basic configuration.
I need the following:
1. While creating a new invoice: Organization/account should get auto populated when the contact is selected
2. On a Contact Detail page, there should be an action "Create invoice" similar to Opportunities/Potential page
Based on the quality of work, there is also performance optimization which needs to be performed. But that will be a separate project.
Out vTiger installation is on a shared host, and login /pass and ftp details will be shared.
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Hi, Good day! I'm interested in this post. I have a couple of vTiger projects and I think I could handle this. Please check PM. Sent you a detailed response. Thanks!