Create a Plugin for Perfex CRM
Budget: £20 – £250 GBP
I need a module creating for Perfex CRM.
Currently, when creating a customer, you can have the customer address, billing address, and shipping address.
I want to be able to create a customer and have many site adresses.
I then want to be able to create Proposals, Estimates, Invoices and Credit Notes to either the main customer address (as you currently can) or directly to one of the site addresses
An example for this would be where there is a large company that has a head office but multiple locations, you might invoice everything to the head office but need to create quotes and proposals for the site or sites.
Thank you
Currently, when creating a customer, you can have the customer address, billing address, and shipping address.
I want to be able to create a customer and have many site adresses.
I then want to be able to create Proposals, Estimates, Invoices and Credit Notes to either the main customer address (as you currently can) or directly to one of the site addresses
An example for this would be where there is a large company that has a head office but multiple locations, you might invoice everything to the head office but need to create quotes and proposals for the site or sites.
Thank you