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Custom CRM Adjustments

I'm looking for good freelancer that can make adjustments to a CRM system we are using.

Below is a scope of changes that need done.

Dashboard

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1. Show scheduled moves for next 7 days.

2. Show Pending Quotes from Quote Form.

3. Show Confirmation Calls for 48 hours prior to move.

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Customers

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Add New Customer Tab

1. Customer Information - Name - Not Required. - Change to Company Name.

2. Connect Moving From & Moving To Fields to Database.

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Jobs

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1. Remove Fax & More Fields.

2. Connect Moving From / Moving To to database.

3. Job Title to Auto Fill with Invoice # Starting with IN00000

4. Type to be drop-down of these options: Local, Long Distance, Storage, Cleaning

5. Add Field to Job Details - "Truck Size Needed" Text Field.

6. Add Field to Job Details - "Job Source" Text Field.

7. Change Start Date to Move Date.

8. Add Field to Job Details - "Location" - Drop-down - Cleveland, Columbus, Cincinati

9. After job is submitted - Email confirmation sent to customer email.

Within Each Job

1. Connect Moving to / Moving from / Primary Contact Details

Add Inventory

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1. Create Button to Add Inventory items based on Excel Spreadsheet.

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Invoices

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1. Change Invoices to Display to Paperwork.

2. Paperwork Needs to display all Job & Customer Details below line items.

3. Remove any Email Notifications from Invoicing Plugin

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Confirmation

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1. Create Page for Confirmation tab - Found in /www/crm/includes/plugin_custom_link

2. This needs to display all jobs within the 48 hour peroid of the Move Date.

3. The ability to delete from the admin list, to indicate the person has been called.

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Google Calendar

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All scheduled jobs need to be displayed on the calendar.

Free Estimate Form

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Habilidades: Design Gráfico, HTML, PHP, Design de Sites

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Acerca do Empregador:
( 2 comentários ) Concord, United States

ID do Projeto: #5096655

1 freelancer está ofertando em média $15 para este trabalho

esolzsales

Hired by the Employer

$15 USD / hora
(492 Comentários)
9.6