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Create step by step questions/ work process in Sugarcrm

$25-50 USD / hour

Closed
Posted about 9 years ago

$25-50 USD / hour

Please read project details and requirements before posting a bid to make sure you can accomplish the project. We are using a customized sugarcrm 6.5 CE Background to our install: Right now we have leads that are converted into contacts. When a lead is converted into a contact we need to assign and track the finance type (a customized data field which could be multiple items) the finance type has a currency value assigned to it as well. What we want to do is make the process of creating new contacts and the finance types easier for users by creating a step by step process of asking questions and then feeding those answers into the contacts detail view. 1. We want to make a step by step pop up window that will ask users questions. This popup window would present itself after a user clicks the convert lead buttons at the next screen. When a user clicks "convert lead" they are taken to the create contact window. When they click save a pop up window (a nice looking jquery) will appear that start the step by step process of asking them the questions. 1st question would be "what finance type is this contact?" The user could then select the options. Lets say they pick "simple pay" and "1/3 payments" They would click next. then the next question "Since you selected simple pay please enter how much was financed with simple pay" Then the user would enter that amount. they click next and the next question "Since you selected 1/3 payments please enter how much was financed with 1/3 payments" The user would enter that amount. Then the user would click save. The screen would close and redirect to the new contact detail view page. On this page it would list the fiance types that the user entered and the amounts. The answers to the questions will then be feed into data fields in the contact record. We currently have a custom sub panel called fiance. When ever a user enters a payment under the finance sub panel that payment amount would reduce the amount that is due from that payment type in the contact details. Please let me know if you are able to create a step by step process to ask questions from the users and pull this data into the system and display it. The popup windows would have to look nice and I can provide Jquery of popup windows.
Project ID: 7256083

About the project

15 proposals
Remote project
Active 9 yrs ago

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15 freelancers are bidding on average $34 USD/hour for this job
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A proposal has not yet been provided
$39 USD in 3 days
4.8 (105 reviews)
7.3
7.3
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Dear, sir. How are you? I am posting this proposal after reading your job description very carefully. I think step by step process is a good idea. I have experienced of developing many kinds of web projects for over 7 years. You can look through my previous jobs I have done so far. I can do your job perfectly within a certain amount of time as you want with a high quality. If you are interested in, please contact me. Looking forward to your good response. Regards. Wang.
$39 USD in 40 days
5.0 (51 reviews)
6.6
6.6
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A proposal has not yet been provided
$39 USD in 30 days
5.0 (3 reviews)
5.6
5.6
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We can help you build customized Screens/Wizard to create Contact for your system. I am having 11 years of experience on Open source Technologies with 5 years on SugarCRM (CE and Pro)
$25 USD in 10 days
5.0 (5 reviews)
4.2
4.2
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Hi, We have more than 4 years of experience in Sugarcrm, PHP, Javascript, Jquery, Ajax, Html, Css and Mysql. We have read your requirements and we can do it for you. We can also give the demo of our work if you want and we hope you will like it. You said " You can provide J query of popup windows". Kindly show us and if any change would be needed, we'll let you know. Thanks
$27 USD in 20 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
Mesa, United States
5.0
13
Payment method verified
Member since May 10, 2009

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