Suite CRM 8.3 Customization (Code)
Budget: $30 – $250 CAD
We have installed Suite CRM 8.3 and I would like to make a few modifications.
1. Change the default relationship between Projects module and Accounts module to be "ONE to MANY". This means a project can only have one account related to it. There will need to be a field in the edit view that will let the user select the project. it will also need to give the ability to create a project from the account subpanel.
2. Create a custom module called "Purchase Orders". this is similar to the quotes module. it will need to have the ability to insert line items.
3. Create a custom module similar to account called "Vendors". This one can be done through t module builder in the program. we can do this ourselves if you dont want to spend too much time.
4. We need the listed modules below to have the ability to have auto generated record numbers similar to Invoice and Quote modules. We will also need to add the ability to choose initial number in the settings.
5. also, there are some automations we need, for example, if a record of invoice is created for an account, It must adapt the account's related location. We are using the location module differently. The location module is our brands. we do business under two different brands therefore we have different invoice headers based on which client we are invoicing or sending an estimate to.
There might be some other small modifications that need to be done as we go forward.
I am looking for somebody that can properly execute these tasks. we have lots of other custom codes we need to do so if your price is good and your work quality is amazing, then we can work together longterm.
1. Change the default relationship between Projects module and Accounts module to be "ONE to MANY". This means a project can only have one account related to it. There will need to be a field in the edit view that will let the user select the project. it will also need to give the ability to create a project from the account subpanel.
2. Create a custom module called "Purchase Orders". this is similar to the quotes module. it will need to have the ability to insert line items.
3. Create a custom module similar to account called "Vendors". This one can be done through t module builder in the program. we can do this ourselves if you dont want to spend too much time.
4. We need the listed modules below to have the ability to have auto generated record numbers similar to Invoice and Quote modules. We will also need to add the ability to choose initial number in the settings.
5. also, there are some automations we need, for example, if a record of invoice is created for an account, It must adapt the account's related location. We are using the location module differently. The location module is our brands. we do business under two different brands therefore we have different invoice headers based on which client we are invoicing or sending an estimate to.
There might be some other small modifications that need to be done as we go forward.
I am looking for somebody that can properly execute these tasks. we have lots of other custom codes we need to do so if your price is good and your work quality is amazing, then we can work together longterm.