We are a very small business trying to convert from ACT! 6.0 to SugarCRM Pro (On site). SugarCRM works well for our needs with a few exceptions, but these few exceptions are the very heart of our work. Some people have said what we want isn't possible. Others have said it's an easy task. This must delivered as a custom module that can be uploaded via the module loader in SugarCRM Pro Version 4.5.1d. We will want to test the module/report prior to delivery. Testing should be done on a demo site that we will provide. ========== The task: ========== The ability to create a record-level report from the PROJECT module that will create a PDF (for email) or for printing. It must also be audited. Ideally, when looking at a specific project record, the user should be able to click a link/button that will run a report on the specific record only. I anticipate this will require a modification of the PROJECTS module as well as a custom coded report function. The report template MUST have the ability to be edited similar to the module editing in the Sugar Studio. An outside WYSIWYG designer for this is fine, so long as that is included, with instructions. The ability to add a graphic logo to the template is a big PLUS. Again, this is a contact-level report. For contrast, ACT! Offers this type of functionality under the "Run Report" dialogue with the option to run it for the "current contact" only. This is a HIGH PRIORITY task for us. **NOTE: Server-side JAVA is not acceptable for this project.
1) Complete and fully-functional working SugarCRM Pro module in executable form as well as complete source code of all work done. 2) Complete write up of how the module/report functions outside of the normal default application. Must make reference to common, default application terms. 3) Deliverable must function as described in the project description. 4) All deliverables will be considered "work made for hire" under U.S. Copyright law. Buyer will receive exclusive and complete copyrights to all work purchased. (No GPL, GNU, 3rd party components, etc. unless all copyright ramifications are explained AND AGREED TO by the buyer on the site per the coder's Seller Legal Agreement).
SugarCRM Pro Version [url removed, login to view] (and beyond) (No server side JAVA)