PERFEX CRM Customization | TASK "Link data between sections."
Budget: €30 – €250 EUR
Hi, I need to link various data between sections in my current Perfex CRM installation. I'll provide you a staging version of the CRM where you can try the customization and then replicate it into the main version.
I've attached an explanatory excel where you can see what data is to be shown in other sections of the CRM. (CRM Integrations.xlsx)
Below you can see what data need to be sync in the Perfex CRM.
1. When creating a Lead-related Task, copy the data [Address] [City] [Description]
2. When creating a Proposal related to the Lead, copy the data [Network]
In CRM I created a custom Network field (multiselect) for Leads and Customers and the same field within Proposals as well. When creating a proposal associated with a lead or customer the Network data should appear automatically rather than being entered manually. For example for Customer “ALLASIA & TAVELLA S.N.C.” with Network “Dottor Grandine” I should find it automatically when creating the proposal this pre-filled data [ see image - point 1 ].
Have the Network field be unique and always the same wherever it appears. The list of Networks I would like to be able to manage via settings in a dedicated menu having to be able to add, remove and reorder them, alternatively it is fine to manage just one custom field rather than the 4 currently used.
3. When creating an Estimate related to the Client, copy the data [Network]
In CRM I have created a custom Network field (multiselect) for Leads and Customers and the same field within Quotes as well. When creating a quote associated with a lead or customer the Network data should appear automatically rather than being entered manually. For example for Customer “ALLASIA & TAVELLA S.N.C.” with Network “Dottor Grandine” I should find it automatically when creating the quote this pre-filled data [ see image - point 1 ].
Make the Network field unique and always the same wherever it appears. The list of Networks I would like to be able to manage via settings in a dedicated menu having to be able to add, remove and reorder them, alternatively it is fine to manage just one custom field rather than the 4 currently used.
4. When converting a Proposal to an Order, copy the Pre-Order number by cutting "LWI-"
Yes, plus you have to make sure that the proposal or quote number is also copied into the custom field pre-order no. This also applies to quotes.
5. When converting a Proposal to an Order, subtract the [Qtà vetture totale] figure of the [Vettura scelta] entry from the analogous entry in Cars
I will preface this by saying that, within proposals, quotes and orders (invoices) you will always find only one car model (product). For example take a look at proposal LWI-000073, in the proposal you have FIAT Panda with qty equal to 1. You have to do three things:
- When a new proposal or quote is created and the product and its quantity is set you have to copy it into the custom field "Total Car Qty"
- When the proposal is converted to Order (invoice) you have to subtract the qty number from the value of "Giacenza" which is a custom field.
- The value "Giacenza" should be global so it should synchronize wherever it appears in the CRM.
6. When converting an Estimate to an Order, subtract the [Qtà vetture totale] figure of the [Vettura scelta] entry from the analogous entry in Cars
Just like the previous point [ 5 ] but for Estimates.
7. Estimate to an Order, subtract the [Qtà vetture totale] figure of the [Vettura scelta] entry from the analogous entry in Cars.
This is answered in point 5.
8. When creating an Expenditure related to an Order, copy the data [Qtà vetture totale] and [Vettura scelta]
In the Expenses section, it is necessary to add the data for the custom fields "Qtà vetture totale" and "Vettura scelta" making sure that an Order (invoice) can be associated with a particular expense.
Let me give an example: I want to record an expenditure with an amount of 250€ associated with the customer "NON SOLO GRANDINE S.R.L.", for the order number "200001-24", within the expense should appear automatically then the data Qtà vetture totale which is 10 and the chosen car which is "FIAT Panda 1.0 FireFly S&S".
9. In orders (invoice) it is necessary to automatically set the value of "Vettura scelta" associating it with the name of the car (product). For example, if a "FIAT Panda 1.0 FireFly S&S" was chosen in the proposal, it is necessary that the value of the "Car chosen" field be equal to "FIAT Panda 1.0 FireFly S&S".
I'm looking for a developer.
I've attached an explanatory excel where you can see what data is to be shown in other sections of the CRM. (CRM Integrations.xlsx)
Below you can see what data need to be sync in the Perfex CRM.
1. When creating a Lead-related Task, copy the data [Address] [City] [Description]
2. When creating a Proposal related to the Lead, copy the data [Network]
In CRM I created a custom Network field (multiselect) for Leads and Customers and the same field within Proposals as well. When creating a proposal associated with a lead or customer the Network data should appear automatically rather than being entered manually. For example for Customer “ALLASIA & TAVELLA S.N.C.” with Network “Dottor Grandine” I should find it automatically when creating the proposal this pre-filled data [ see image - point 1 ].
Have the Network field be unique and always the same wherever it appears. The list of Networks I would like to be able to manage via settings in a dedicated menu having to be able to add, remove and reorder them, alternatively it is fine to manage just one custom field rather than the 4 currently used.
3. When creating an Estimate related to the Client, copy the data [Network]
In CRM I have created a custom Network field (multiselect) for Leads and Customers and the same field within Quotes as well. When creating a quote associated with a lead or customer the Network data should appear automatically rather than being entered manually. For example for Customer “ALLASIA & TAVELLA S.N.C.” with Network “Dottor Grandine” I should find it automatically when creating the quote this pre-filled data [ see image - point 1 ].
Make the Network field unique and always the same wherever it appears. The list of Networks I would like to be able to manage via settings in a dedicated menu having to be able to add, remove and reorder them, alternatively it is fine to manage just one custom field rather than the 4 currently used.
4. When converting a Proposal to an Order, copy the Pre-Order number by cutting "LWI-"
Yes, plus you have to make sure that the proposal or quote number is also copied into the custom field pre-order no. This also applies to quotes.
5. When converting a Proposal to an Order, subtract the [Qtà vetture totale] figure of the [Vettura scelta] entry from the analogous entry in Cars
I will preface this by saying that, within proposals, quotes and orders (invoices) you will always find only one car model (product). For example take a look at proposal LWI-000073, in the proposal you have FIAT Panda with qty equal to 1. You have to do three things:
- When a new proposal or quote is created and the product and its quantity is set you have to copy it into the custom field "Total Car Qty"
- When the proposal is converted to Order (invoice) you have to subtract the qty number from the value of "Giacenza" which is a custom field.
- The value "Giacenza" should be global so it should synchronize wherever it appears in the CRM.
6. When converting an Estimate to an Order, subtract the [Qtà vetture totale] figure of the [Vettura scelta] entry from the analogous entry in Cars
Just like the previous point [ 5 ] but for Estimates.
7. Estimate to an Order, subtract the [Qtà vetture totale] figure of the [Vettura scelta] entry from the analogous entry in Cars.
This is answered in point 5.
8. When creating an Expenditure related to an Order, copy the data [Qtà vetture totale] and [Vettura scelta]
In the Expenses section, it is necessary to add the data for the custom fields "Qtà vetture totale" and "Vettura scelta" making sure that an Order (invoice) can be associated with a particular expense.
Let me give an example: I want to record an expenditure with an amount of 250€ associated with the customer "NON SOLO GRANDINE S.R.L.", for the order number "200001-24", within the expense should appear automatically then the data Qtà vetture totale which is 10 and the chosen car which is "FIAT Panda 1.0 FireFly S&S".
9. In orders (invoice) it is necessary to automatically set the value of "Vettura scelta" associating it with the name of the car (product). For example, if a "FIAT Panda 1.0 FireFly S&S" was chosen in the proposal, it is necessary that the value of the "Car chosen" field be equal to "FIAT Panda 1.0 FireFly S&S".
I'm looking for a developer.