Customize our BPM Online CRM Database
$250-750 USD
Paid on delivery
Our company uses BPM Online's CRM to manage our data. We need some customization that can only be done by experienced developers, so please only give offer if you KNOW how to program the system.
Specifically, we need the following changes:
1. We need to change the green bar in the LEAD records to show other options (like Closed Won). Also, when a certain LEAD is marked as Closed Won, the LEAD is marked with a certain label and accessible only to users of another functional role (will detail later), but not to the user who was working with them.
2. We want the possibility to UNQUALIFY Leads (the system doesn't allow it)
3. We want pop-up alerts for activities our users create every time they get in the system.
4. We want the system to forbid making 2 activities at the same time and date in the calendar.
5. We would like some customization for invoices so that they include a scroll bar with the different types of invoice we usually received (this is a major simplification and it's up for negotiation).
Project ID: #13764267
About the project
32 freelancers are bidding on average $662 for this job
Hello, my name is Michael. I represent Ukrainian based IT-company Webbook Inc that provides services in the IT-sphere for international business. We were carefully reviewing the requirements of the job description, so More
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i am a lead software engineer and responsible for creating a web and desktop applications using different languages and technologies if u r interested just send me a message thank you and good luck
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Hello, I have gone through your project requirement Customize our BPM Online CRM Database and it is clear to me.I can do this work as per your requirement within the time but still i have some questions about the More
Hello, I have read what you exactly need, however I would like to ask you a few questions. I do work smart and do not rest until I get the job done. Please feel free to ping me anytime so we can have a detailed discuss More
I want to discuss this project with you further, let me know the best suitable time for you to schedule the meeting, Feel free to message me at any time, i used to be online 14 hrs in a day on this website so probably More
Hello, I have worked on a big CRM project with big team based in USA. I have know every basics of CRM application which are required for this project like Leads, Deals with status updates, Schedules, Follow ups, Cal More
Hello, Im looking to work on this. Can you share more details about the existing application. Im more than 8 years experience in .NET. Regards, Sheik Mubarak S
Greetings, I will easily customize and make mentioned changes in database of your online CRM, BPM as per your requirement within short time frame. I've few queries and would really appreciate if we would discuses More
Hello, How are you? I found your freelancer.com job post and I’m very interested in your project. As a skilled Web / Software Programmer professional with experience developing web and software, I think you’ll find I More
