CRM Customization & Setup Expert Needed
Budget: $250 – $750 USD
Hello
I am looking for someone that is able to set up and customize suitecrm or any other CRM on a server.
I am interesting in a few things when it comes to customization.
1. It needs to be able to hold data of around 1000 participants data such as (names, phone number, address, legal id number which is 13 digits), the activities they had participated in and the date they had participated in ( a participant will go over all the activities at some point but they will be in different dates),
2. A calendar that contains all the activities planned for the following month/months for each team member ( the activities and schedule can be deducted from what I mentioned previously, each expert has let's say 20 unique activities only they can do) as well as a way to track what activities they have left to do
3. For each activity and participant a pdf document containing all the data from the participant as well as the date of the activity needs to be created. The document already exist and they have placeholders.
I am looking for someone that is able to set up and customize suitecrm or any other CRM on a server.
I am interesting in a few things when it comes to customization.
1. It needs to be able to hold data of around 1000 participants data such as (names, phone number, address, legal id number which is 13 digits), the activities they had participated in and the date they had participated in ( a participant will go over all the activities at some point but they will be in different dates),
2. A calendar that contains all the activities planned for the following month/months for each team member ( the activities and schedule can be deducted from what I mentioned previously, each expert has let's say 20 unique activities only they can do) as well as a way to track what activities they have left to do
3. For each activity and participant a pdf document containing all the data from the participant as well as the date of the activity needs to be created. The document already exist and they have placeholders.