Personal Profile Plugin for PerfexCRM

Job ID: 30680506

Budget: $250 – $750 USD

This project has 2 parts, summary list and transaction list.

1) Add Summary List of Customer
Fields:
-- Type of Summary
---- Current Offices - List of latest council position, with number of terms
---- Information Summary
-- Title,
-- Content (support HTML code, links and uploaded images)

2) Add Transaction List of Customer
Fields
-- Transaction Type and relative fields
---- Occupation - Drop-down list with option of Others
---- Public Offices - E.g. Council, government committee (From Date, To Date, Organization, Title, District, Description of District, Note)
---- Education Level - Primary / Secondary, Diploma / H. Diploma, University, Post-Graduate
---- Education History - (From Date, From Grade, To Date, To Grade, School Name, Location, Note)
---- Related news - List of news (Date, Media, URL, Note)
---- Social Media - E.g. Facebook, WeChat, Line, QQ, Weibo, YouTube, etc. (URL, type, note)
---- Activities joined - List of events
---- Notes - List of notes (Date, Time, People Involved (can redirect to other customers), Type, Note)
-- Contents (Single line or Multi-line)
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