Perfex CRM client dashboard customization
Budget: €30 – €250 EUR
Hello, i have a perfex crm in my server and now i want to do some modifications in the CLIENT (CUSTOMER) Dashboard to do the crm useful for my needings.
I only use this crms to communicate with my customers (dental doctors) and they have patients (patients do not have to acces to the platform).
I HAVE UPLOADED THE CANGES THAT I NEED IN PDF FILE to do this CRM useful for my needings in the pdf file.
I need the doctors be able to create projects in their client dashboards and fill some forms (like what product they are ordering for their patients and prescription and what for what jar). Also be able to see the design that i will upload in the projects (patients) and approve or decline it.
This is the way I thought to do this patient management for them, but you can also propose other ways. They also should be able to pay me the invoices and estimates that i generate in their client area. If you contact me I can send you more examples or even make a chat to explain you better.
I only use this crms to communicate with my customers (dental doctors) and they have patients (patients do not have to acces to the platform).
I HAVE UPLOADED THE CANGES THAT I NEED IN PDF FILE to do this CRM useful for my needings in the pdf file.
I need the doctors be able to create projects in their client dashboards and fill some forms (like what product they are ordering for their patients and prescription and what for what jar). Also be able to see the design that i will upload in the projects (patients) and approve or decline it.
This is the way I thought to do this patient management for them, but you can also propose other ways. They also should be able to pay me the invoices and estimates that i generate in their client area. If you contact me I can send you more examples or even make a chat to explain you better.