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vTiger - Form

We use vTiger 5.4.0.

Our employees take orders on the phone very quickly. So far, we generate in vTiger 5.4.0. a new lead, then we convert him into an organization and a person, then we create a sales order from the person.

It is taking far too long.

I would like to have this:

All data are collected in a simple PHP / HTML form, which is outside of vTiger on our server. When the form is submitted, then generates vTiger an organization, a person and from this a sales order.

The following fields must accommodate the employee:

FirstName

LastName

Company

Email

Phone

Mobile Phone

Billing_Street

Billing_city

Billing_zip code

Salesorder_Status must be set by picklist to "created" or "for review".

The employee should be able to be selected by pull-down menu. This value is then entered in the sales order under "Assigned To". Each employee has a separate LogIn to vTiger. These logins we produce.

Important!

In form, the employees must have access to the vTiger product table. Here the selection of the product. This product is added to the sales order.

Following custom_fields from the sale order must be filled. The fields are already created in vTiger and in use.

"Anreise" - Date_Field

"Anreise-Uhrzeit" _Text

"Endzeit" _Text

"Ort" with _Picklist Cities, is alsready created in vTiger

"Anzahl Personen" _Text

"Stadtführung" must be set to "YES". _Boolean

"Title" _Text

"Abweichender Treffpunkt" _Text

"Interna" _Textblock

There is a VTiger_Custom_Modul "Partner 1". This is a link in the sale order, similar to a person or organization. The Field "Name" from the custom modul can be selected. Custom_Modul_Partner 1 is a custom_Modul in which we define our city guides. Here information such as name, email, phone etc. are stored. The partners will be added to the sales order. Every salesorder hat one Partner 1. The module already exists and does not need to be programmed!

To send the form, there must be two possibilities:

1.) Submit simple to vTiger

2.) Send and Duplicate. Here is the data to be passed, but remain at the form remain. This is what we need, for example, if two products are posted. We want to organize in 2 separate sales orders. The data do not have to enter it again, you should stay here, to Re-Send.

Thanks for the help.

Taidot: HTML, PHP, vTiger

Näytä lisää: lead selection, generate sale lead, employee review company, company review employee, organize html code, html form data, html form submit link, sales order form, convert php form mobile, email data access 2013, mobile code generate, pull orders, html form code, sales order vtiger, convert access 2013, php sales lead form, vtiger mobile module, send email access 2013, access 2013 send email, html code products table, html product table, access employee sales, want sales partner, create mobile partner, create custom module vtiger

About the Employer:
( 2 reviews ) Erfurt, Germany

Projektin tunnus: #4250207

7 freelanceria on tarjonnut keskimäärin 224 € tähän työhön

toinnisfree

pls chk pmb

250 € EUR 4 päivässä
(528 arvostelua)
7.9
hunterboss

Dear friend Thanks for your invitation Let me do for you

200 € EUR 5 päivässä
(79 arvostelua)
6.4
auriclesoft09

Dear Sir, Expertise in Open Source/CRM/ERP/POS/EMR/DMS/CMS/Custom Solutions/Web designing. We do customization as per your requirements. With a good Profile in Freelancer and experience of over seven years in the S Lisää

190 € EUR 10 päivässä
(25 arvostelua)
5.6
steven6

Hello, we are a group of programmers based in Sheffield, UK offering 7 years experience in php, .net, c#, jquery, css, python and c++. I am proposing to carry out tasks required for this project and deliver it within 8 Lisää

229 € EUR 0 päivässä
(26 arvostelua)
5.6
sotrue

Ready to start work on V tiger .Please check PM. Currently working on V.tiger CRM .

220 € EUR 7 päivässä
(8 arvostelua)
4.8
hyperlinkinfo

I can do this work which you have specified sir 100%

300 € EUR 10 päivässä
(5 arvostelua)
1.8
manendra1984

please see your private message box.

180 € EUR 5 päivässä
(0 arvostelua)
0.0