CRM - customisations

We need some customisations for our Dev/Live instances of SuiteCRM and only use the software for leads, opportunities and communications - so it is a limited installation. Some may just be information telling us how to achieve the below needs. Prefer to keep the system upgradeable, so point out where you think this is not achieveable in your solution.

- Multi-access to Security Group records by one user. We are using Security Groups to create segmented records per group and using roles to achieve this per user. Some users require easy access to multiple groups, such as via a drop down to be able to switch between the account records (just leads, opportunities and communications) for each security group. Need to establish the admin requirements to manage this as well

- File Uploads on AWS S3 bucket rather than server

- Automate sign-on for some users, so we need to use some kinds of authentication Sign On link for users for default login (or similar), so they don't need to do it manually

- We wish to iframe some suiteCRM reporting screens into our dashboard application; so like the above, a user automated login process and display

Compétences : Services Web d'Amazon, MySQL, PHP, Salesforce.com, Architecture Logicielle

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Concernant l'employeur :
( 0 commentaires ) Fushun, China

Nº du projet : #19619154

Décerné à:


Hi I have long experience of CRM I can finish it within 3 hours Let me know your best way I can provide you solution

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Hi I have long experience in software development I can perfectly finish your project Please believe me Thank you

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4 freelance font une offre moyenne de $179 pour ce travail


Hello, and thanks for the opportunity to bid on your project. Please check my portfolio. I am an expert in many different area’s of web and mobile applications based on the following languages: Web(PHP, MySql, HTML5, J Plus

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Dear Client, I have read your job post and excited toustomisations for our Dev/Live instances of SuiteCRM for you where you can manage and analyze customer interactions and data throughout the customer lifecycle, with Plus

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