I need someone with experience with CRM systems. In particular, vTiger.
I need some modifications done. It should be a straight forward project. I ideally need this finished within 2 days.
1. Show customer phone number and email address in quote, sales orders and invoices
2. I want to add multiple staff members contact details into the system and then assign them to a sales order. Also add a special notes field.
[url removed, login to view] font of email footer. Remove email field from footer and add logo.
4. Show the “valid to” date field on quote pdf
5. Show “terms” field on invoice pdf
6. Add additional price field to sales orders and stop orignal from showing on pdf.
7. Add deposit & date field to invoice. Add new calculated balance field to invoice.
8. For the list views of potentials, quotes sales orders and invoice, make the default view sorted by date and custom view.
9. When converting a quote to sales order, I want the screen to direct back to the quote. Same for quotes to invoices.