Upgrade CRM Vtiger version 6.5 to 8.0
Budget: $250 – $750 AUD
Project Overview
This project involves upgrading a customised Vtiger CRM (version 6.5) to the latest version (Vtiger 8). The upgraded CRM should maintain a similar layout and functionality to the current system while leveraging the improvements and features available in Vtiger 8.
Challenges
Customised Vtiger: The current Vtiger installation is customised, making it difficult to apply standard upgrade patches.
Project Goals
- Upgrade Vtiger CRM from version 6.5 to version 8.
- Migrate existing modules and extensions to the new version, ensuring compatibility.
- Maintain a similar layout to the current CRM for a smooth user transition so that the current users are still able to navigate throughout the interface instead of having a learning curve to navigate to the different new interface.
- Clean up any duplicate data within the database.
Specific Requirements
- Expertise in Vtiger upgrades and customisations.
- Leverage modules and plugins available in Vtiger 8 to enhance functionality where possible.
- Integrate with GitHub for version control.
- Install the WhatsApp integration for Vtiger 8 whenever it is possible.
Project Deliverables
- A fully functional and upgraded Vtiger CRM (version 8)
- Migration of existing modules and extensions to the new version.
- A clean and optimised database free of duplicate data.
- Clear documentation outlining the upgrade process and any customisations implemented.
This project involves upgrading a customised Vtiger CRM (version 6.5) to the latest version (Vtiger 8). The upgraded CRM should maintain a similar layout and functionality to the current system while leveraging the improvements and features available in Vtiger 8.
Challenges
Customised Vtiger: The current Vtiger installation is customised, making it difficult to apply standard upgrade patches.
Project Goals
- Upgrade Vtiger CRM from version 6.5 to version 8.
- Migrate existing modules and extensions to the new version, ensuring compatibility.
- Maintain a similar layout to the current CRM for a smooth user transition so that the current users are still able to navigate throughout the interface instead of having a learning curve to navigate to the different new interface.
- Clean up any duplicate data within the database.
Specific Requirements
- Expertise in Vtiger upgrades and customisations.
- Leverage modules and plugins available in Vtiger 8 to enhance functionality where possible.
- Integrate with GitHub for version control.
- Install the WhatsApp integration for Vtiger 8 whenever it is possible.
Project Deliverables
- A fully functional and upgraded Vtiger CRM (version 8)
- Migration of existing modules and extensions to the new version.
- A clean and optimised database free of duplicate data.
- Clear documentation outlining the upgrade process and any customisations implemented.