Custom CRM Adjustments - open to bidding
$15-25 USD / hour
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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Project ID: #5102385
About the project
17 freelancers are bidding on average $21/hour for this job
Dear Sir, I have read your Project Description and understand the overall scope of work but can you please provide me URL of your existing CRM Application? As this is an existing Application, so we need some hours t More
Hi, I can help you on this and complete all items mentioned in project. Best quality assured. Thanks
Can help... I am an Expert... Please start a Discussion with me and we can get started from there... Please check the past projects I have handled and check my reviews for what employers have to say about my work... More
Hello! With my skills and experience of almost 5 years in the field i can assure you that i will make a good impression with this project. My portfolio stands as proof to what i'm saying with a lot of successful wor More
Hello Sir, We are an Indian based company, we are having experts to handle this project and can finish in desired time frame, so it will be great if we can discuss more mout the work We can also Send our portfolio on More
