PERFEX CRM Customization | TASK "Data filtering interface"
Budget: €30 – €250 EUR
Hi, I need within the sales sections (proposals, quotes, invoices), in Tasks and Customers create a data filtering interface, similar to what has already been done for Leads (see Filters.png). This interface is generated by a module I've purchased in my current Perfex CRM installation, I need a developer who can replicate it in the sales sections. I'll provide you a staging version of the CRM where you can try the customization and then replicate it into the main version.
The data I need to be able to filter for these sections respectively are as follows:
a. Proposal -
Date (range field)
Valid up to (range field)
Network
Qtà vetture totale (range field)
Agente di vendita
Status
b. Estimate -
Date (range field)
Expiry Date (range field)
Network
Qtà vetture totale (range field)
Agente di vendita
Status
c. Invoice -
Date (range field)
Network
Qtà vetture totale (range field)
Agente di vendita
Status
Vettura scelta
d. Task -
Date (range field)
Assigned to
Status
Today task
Tomorrow task
Priority
Volume
e. Customer -
All Leads filter
The developer need to provide me a module for Perfex CRM where I can plug & play these customization in a Perfex CRM installation.
The data I need to be able to filter for these sections respectively are as follows:
a. Proposal -
Date (range field)
Valid up to (range field)
Network
Qtà vetture totale (range field)
Agente di vendita
Status
b. Estimate -
Date (range field)
Expiry Date (range field)
Network
Qtà vetture totale (range field)
Agente di vendita
Status
c. Invoice -
Date (range field)
Network
Qtà vetture totale (range field)
Agente di vendita
Status
Vettura scelta
d. Task -
Date (range field)
Assigned to
Status
Today task
Tomorrow task
Priority
Volume
e. Customer -
All Leads filter
The developer need to provide me a module for Perfex CRM where I can plug & play these customization in a Perfex CRM installation.