Archive

Posts Tagged ‘VTiger’

Complete Vtiger Custom Crm

January 2nd, 2012 Comments off

Need To Hire For Final Changes to Vtiger For a Custom Real Estate CRM.

Our product is 95% complete and we are looking for someone to make some simple customizations in Vtiger and complete the project.

The changes and addition needed are broken down in the image files that will be sent upon response.

Overview of needed changes are to correct default status of certain fields, change yes and no to drop down to accommodate a

Need Crm Expert. Prefer Vtiger For Few Modifications.

December 27th, 2011 Comments off

We would prefer a breakdown of costs for each requirement to help us decide weather to implement the non crucial requirements

our business involves receiving applications for an account with us, via webform.
applicant usually needs to send us documents that we email/collaborate with a third party for approval.

1. Webform submit to CRM.
A user will fill out an application for an account with us on a webform at
http://www.easycharge.net/1/application.php
(the submitted data should cr…

Installing Elastix Vtiger Crm Script

December 17th, 2011 Comments off

We are seeking for a Elastix script expert to install elastix integrrated with vtiger crm software

Elastix is an Open Source Sofware to establish Unified Communications

You must have knowledge of vtiger crm software integration with elastix and also have a good programming knowledge of Asterisk .
Asterisk Dial Plan programming

Configure Asterisk dialplans for your billing solution which can consist of authenticating users from agi scripts, checking balance, getting rates for the destin…

Data Entry – Load Sales Leads Into Vtiger Crm

December 16th, 2011 Comments off

I have approximately 300 sales leads that I need load into Vtiger CRM. Each lines has 10 to 15 fields of date. I am willing to pay .10 US per lead entered. This is data entry only no programming required.

Categories: Crm, Data, Data Entry, VTiger Tags: , , , , , ,

Changes To Vtiger Invoices To Allow Negatives (credit Notes)

December 7th, 2011 Comments off

At present vtiger invoices do not allow negative quantities or totals. I want to change this so I can enter credit notes & report on them

This is a fairly common request and the process has been documented on their forum but I don’t have time to pursue this myself at present.
One solution is at http://forums.vtiger.com/viewtopic.php?f=96& t=32219

I have a ‘test’ copy of vtiger up and running, you can have access via team viewer or I can send you a copy of the database & folders. Once you’…

Categories: Crm, MySQL, PHP, VTiger Tags: , , , , , ,

Vtiger Crm Module

November 26th, 2011 Comments off

Our company operates on small construction and repair services. We’ve used VTiger for over a year now.

Features we have used are invoices, quotes, work orders (my modification) and clientbase+contacts.

So far we have used OSS called Collabtive for tracking time (hours worked on a job) now we have came to a conclusion that all information has to be in one DB, operated through one software.

So for starters we need a ‘timetracking’ module for Vtiger 5.3

See the image attached (calendar…

Vtiger Install

October 25th, 2011 Comments off

Need someone to install vtiger on our server ASAP. Basic vtiger installation will be good.

Vtiger Schedule Calendar

September 27th, 2011 Comments off

Objective
let vtiger schedule user / contacts using apis google calendar.
Functional
Using Activities / Event.
Schedule a meeting and vtiger schedule users / contacts using their mails.
If you delete or modidify, the functionality reschedule de agenda.
The program only schedule when the check box “Notify users” is active.

The “task” can be programed integrated in a workflow or integrated in a module. We are open. Any advise is accepted.

Regards,
Quim

Vtiger Customisation

September 1st, 2011 Comments off

Need some customisation work done on a vitger CRM application including..
creating custom PDF form templates like invoices, email templates. Create custom reports. Modify default view for users. More information attached

Many thanks

Myob Plug-in For Vtiger

August 28th, 2011 Comments off

Need a plug-in developed for vTiger CRM (5.21). This plug-in needs to take invoice data from Vtiger and put in to MYOB (account right enterprise)for both new and existing accounts

Many thanks

Vtiger/otrs Integration

August 22nd, 2011 Comments off

I would like to integrate vTiger with OTRS…specifically I want to use vTiger’s sales/invoicing system with OTRS and make it so I can easily bill my clients for support services.

I would prefer to be allowed to make the end result open for all to use, but understand if that cannot be the case.

Vtiger Maintenance And Support

August 6th, 2011 Comments off

When we try to add a new user to Vtiger we recieve the error message for un authorized and can not be done. We are using accounts that have admin prevledge but we have no success. Their are also some other changes i would like to make. Let me know when would be a good time to dicuss these changes and issues.

Vtiger Programmer

August 2nd, 2011 Comments off

I am looking for a expreienced vtiger programmer for a 100 hrs project. please demomstrate your past work on vtiger in order for us to consider you for this project.

Vtiger Modifications

June 30th, 2011 Comments off

Hi, I have vTiger 5.2.1 installed for a telemarketing environment.
The callers need the ability to select a “Call Result” after each and every phone call is made.

Below are the options that should be available for the “Call Result” field, and the functions they should perform after being selected:

1.

Vtiger Programming And Adjustments.

June 25th, 2011 Comments off

What I need is the inventory section. See we sell electrical components.

Some we sell separately and others we combine parts.

The inventory does not allow the assembly of parts to sell. So when
we sell a assembled part vtiger needs to calculate and then subtraction of those parts from inventory.

So example: I sell computers. I can sell the motherboard, power supply, hardrive, or cables seperately but also I can sell the complete computer systme complete or as an assembled or combined
part.

Then vtiger has to calculate the cost of the combined final part and be able to do a roport on cost vrs sell of that final part.

Vtiger Modules Customize

June 23rd, 2011 Comments off

Hello

i looking for some one how know vtiger crm and know co config modules.

only how make at least 5 project on vtiger can give a bid.

i need the project done in 2 days

the project is:

1. customize the mudule pdf setting to hebrew
2. fix bug in comments module
3. more 3 small thing in the workflow system .

tnx
tsuri

Vtiger Linked Module To Accounts

June 10th, 2011 Comments off

We have an immediate requirement for a PHP programmer with experience in developing modules for vTiger using the vTLib API.

The specific project is to develop a module that links to the Account detail and will show in the Account “More Information” tab.

Specific field details of the assignment:

Link field to Accounts
Link field to Contacts
Comments block
EntryDate field
CreateDate
ModifiedDate
CreateBy
ModifiedBy

ListView should include Add/Select functions.

Skills Required:
PHP, vTLib, vTiger, MySQL

Joomla – Vtiger Commission Module

May 30th, 2011 Comments off

In need of a Commission module for latest version of vTiger CRM.

skill and experience requirement
===============
- Experience in vTiger CRM module development.
- Experience in Multi Level Marketing program.
- Experience in Bridged vTiger with Joomla.

roughly functional item:
1.Joomla logon and SSO with vTiger module and account information data integration
2.Rebate Account Management: Rebate Account Transaction
3.Rebate Account Management: Refer Account and Refer Transaction
4.Rebate Account Management: Rebate Product Transaction
5.Rebate Account Management: Payment Transaction and Payment Request

These functional item that need extend vTiger as a customer portal module ,
I have been design the table schema specification, system data flow, process flow and user interface prototype and functional requirement description, I need programming expert to help custom and extend the vTiger application.

Vtiger Expert Needed For Training Session

May 16th, 2011 Comments off

We need an expert in vTiger CRM to spend 1 hours on Skype or another video w/ voice service to answer our questions on how to do what we need to do in vTiger and help us get it all setup. When I say setup, I do not mean installed. We already have it 100% installed.

We basically want an expert in vTiger who can take us through the process of getting it setup to our needs and answering our questions.

You MUST have plenty of vTiger experience – not in coding but in USAGE/APPLICATION. And you also must be proficient in English.

You must contact me in PMB before bid and you must detail your vTiger experience.

Some of the initial things we need to work on are:

create a workflow to add a lead to campaign when creating the lead.
Setup a series of automatic follow up email to be delivered on a set schedule eg. day 1, day 3, day 5 etc.

These are some example of what we need training on.

Mark

Vtiger Crm Expert

May 6th, 2011 Comments off

I need a vtiger CRM expert that has integrated external application like an open source affiliate netwrk or affiliate management software like idevaffiliate network
i would like all the affiliates created in idevaffiliate software also to show up in the vtiger crm so the merchant can followup wiht the affiliates and everytime an affiliate creates a lead that lead should be tied into the vtiger lead also to know who generated the lead dnad which leads truly convert

Vtiger Web Services Expert

May 3rd, 2011 Comments off

Need a vtiger expert that has expereince in webservices of vtiger and integration with asterisk

Hosted Call Center Vicidial And Vtiger

May 3rd, 2011 Comments off

Hosted Call Center Vicdial and Vtiger integration

Companies or VoIP profressionals who have experienced in Setting up Hosted call center and convert vicidial into hosted callcenter environment and integrate that with vtiger crm functionality are welcomed.

The project is to have a hosted call center system where call center companies can register, pay money and have their own call center. The Idea is to have a single Call center system where users will have their own customers.

Detailed specifications will be discussed with selected candidates.

You have to apply in this format only or else your application will not be considered

1) Your relevant experience in setting up hosted call center system

2) your proposed idea for having this system

3) your total experience in VoIP field

4) Your experience with web services of vtiger and Vicidial and programming asterix

Asterisk Freepbx Vitiger Integration

May 3rd, 2011 Comments off

I am looking for an Asterisk developer or programmer that is familiar with vtiger and knows how to integrate and write custom code to identify the customer that call in to identify and capture its name phone number address details into vtiger and also use the functionality of any of the the pbx either elastix or trixbox or Free PBX which ever you feel has most of the features and then integrate and install a2billing to track the billing charges of the inbound or outbound call that will be done within vtiger itself .

WordPress Vtiger Mysql Asterisk Ecommerce

May 2nd, 2011 Comments off

This project involves the integration of existing software components
Most of the functionality is existing but the integration is needed

VTIGER CRM( CUSTOMER RELATIONHIP MANAGEMENT )
use exist operational elastix to ensure call pop ups users based on caller ID
Streamline/Configure VTiger modules/screens/fields for the sales team
Google Gadget to link GMail interface to VTiger
Tweak dashboards
Email drip for Prospects
Custom sales reports if needed
outlook integration
Outlook Contact/Calendar sync use http://prdownloads.sourceforge.net/vtigercrm/vtiger_Outlook_Plugin_4_Beta.exe?download

Use Template Maker to create 10 standard email Templates
CALL CENTRE BASED ON ASTERIX / ELASTIX
call centre and Lead trough
VTiger Streamlined Call Processing
Grandstream

Hotel Reservation Based on onlinebookingcalendar.net
New Functionalities Required integration with onlinebookingcalendar.net and via installation of extensions
Data Migration and two way sync ms access mdb
Google Maps Integration – Radius Maps
Invoice handling tp Quickbooks
Clickatel SMS Integration
Full GoogleMaps support with thumbnail image of each item by region
Display 5 star script review scores www.review-script.com

Existing Functionalities based on onlinebookingcalendar.net

CONTENT MANAGEMENT SOFTWARE BASED ON WORDPRESS
Integration of Website design template to be supplied
Wordpress Integration http://www.deliciousdays.com/cforms-plugin/

Web leads auto-import immediately into VTiger ex wordpress use
Photo galary
Accounts based on Quickbooks
Enhanced Workflow/Drip Campaign Builders
SETUP

Historical Emails import 30k

Contact and Company Data import 125k

HOSTING
Setting up of hosting of multiple domains
on premise hosting

Reviews
Work with existing 5 star script review scores www.review-script.com

Ecommerce
Paypal
credit card preauthorization and payment
Documentatiuon
Pending Activity, Historical Activity, Notes

Extract My Leads From Backed Up Vtiger Files

April 28th, 2011 Comments off

I backed up my Vtiger files but can’t log into it anymore. I need someone to find the leads (within the backed up files) and send them to me in a word document.

Thanks.

Vtiger Email Setup

April 6th, 2011 Comments off

I’m looking for someone to help setup vTiger email configuration for webmail function. Also, looking to import contacts from excel into vTiger. Create a file layout that will import into vTiger seamlessly.

Potential for setup of other vTiger and further updates to this software is possible.

Php Student Loan App + Crm

March 18th, 2010 Comments off

Develop a PHP app + CRM to handle a student loan system. From the application form / filter & selection / communication and reporting / payment balance control.

i. PROJECT SUMMARY
We are a not for profit organization which provides flexible loans for college or graduate studies (a student gets a loan and after graduation he repays it based on a monthly fixed percentage of his salary) We want to update our current selection and monitoring system to a new one which comprises roughly the following processes:

ii. PROCESSES SUMMARY
a) Applications
1. Candidate applies via online application form
2. Based on predefined criteria the candidate is rejected or pre-approved

b) Selection
1. Documents are requested to pre-approved candidates
2. Interview is scheduled and candidate is evaluated on certain criteria
3. If approved a contract is generated with repayment conditions

c) Monitor
1. Student starts its program and is monitored on a periodic basis
2. Student updates its program status (Transcripts, reports, feedback, etc.)

d) Control
1. Student finishes the program and starts repayment schedule
e) Report generation
1. Reports/Stats should be able to be generated based on different criteria according to the stage of the process. Ability to export data and user’s data to Excel.

v. REQUIREMENTS
Debugging and warranty period
LAMP (Linux, Apache, MySQL/Postgres, PHP) environment
GUI Web 2.0 feel/usability (Ajax, JS) WITH vTiger LOOK AND FEEL!!!
Use CSS files (W3C standard)

- Should be prepared for Multilanguage using translation files (lang_spanish.php, lang_english.php)
- Frontend and Backend interface, different access levels (ie: users, admin, superadmin)
- Dashboard: On each user’s dashboard basic statistics should be displayed such as: upcoming activities and personal calendar, system news, messages, etc.
- Thumbnail generation with preset width/height for user uploaded pics and documents
This project could be based on top of vTiger, SugarCRM, Joomla, or other similar application to take advantage of CRM/CMS features (calendar, messaging and communication, ticket, helpdesk, etc.), but we are open to other options/proposals.

A complete overview, functionality requirements, data schema, UI mocks & summary of deliverables will be provided in the full brief. This project will be one of several happening throughout the year.

vi. SELECTION CRITERIA
- Must have demonstrated vTiger/sugarCRM/Joomla development experience
- Fluent in English (communication is key)
- Must be able to commit to deadlines

All interested developers please submit a summary of rates, experience relative to the job & where possible an example of previous development work. As mentioned we are looking to form a long term relationship.

The project will commence as soon as the developer is selected.

NOTE: Further detailed information plus a graphic workflow attached in PDF.

Categories: Ajax, CMS, CSS, Joomla, PHP Tags: , , , , , ,

Vtiger Offline Viagoogle Gears

March 15th, 2010 Comments off

We are seeking a way to enable off-line use of vTiger. Please note; The vTiger application needs to be accessible, not just synchronising some of the CRM contact data in, say, Outlook

We currently run vTiger 5.1 on TMDHosting using Firefox 3.6.

I noticed the following method to get vTiger accessible off-line using Google Gears but other methods that achieve the same result are acceptable also:

http://forge.vtiger.com/frs/?group_id=181

The instructions that are provided are user instructions, but they do not explain if anything needs to be done on our server or what needs to be done to the client laptop; see http://forge.vtiger.com/frs/download.php/720/vtoffline-1.2.pdf.

We seek an experienced vTiger programmer who will get this feature to work.

Vtiger Crm Webform

March 12th, 2010 Comments off

Hi,

I need someone to install webforms into my Vtiger CRM. The instructions can be found here:

http://wiki.vtiger.com/index.php/Vtiger_Web_Forms_5.0.3_-_User_Manual

I also need the form placed into a webpage. For example, www.fastdegree.info

Thanks.

Categories: PHP Tags: , , , , ,

Vtiger Lead Webform Install

March 11th, 2010 Comments off

I installed Vtiger on siteground hosting.

I need to add webforms to the CRM system in order to have leads directed directly to the system. There are specific fields that I need in the form and I would prefer a customizable form (so that i can change the fields later on) but it is not a must. Lastly, I have an index page and I would need instructions of how to insert it into my page (I use adwords for advertising).

Please send me an offer ASAP.

Install Webforms Into Vtiger

March 11th, 2010 Comments off

Hi,

I need someone to install webforms into my Vtiger CRM. The instructions can be found here:

http://wiki.vtiger.com/index.php/Vtiger_Web_Forms_5.0.3_-_User_Manual

Thanks.

Vtiger/scrm -student Loans App

March 9th, 2010 Comments off

We are a not for profit organization which provides flexible loans for college or graduate studies (a student gets a loan and after graduation he repays it based on an previously agreed monthly fixed percentage of his salary)

We want to update our current selection and monitoring system to a new one (LAMP based) which comprises roughly the following processes:

1. Applications
We require a system to handle applications, similar to a recruitment process where we can filter and pre-select (discard) candidates.

2. Filter and selection
Pre-select candidates and notify them to update their profile with needed info/documents and schedule an interview.

3. Activities update
If a loan is awarded the status of the user changes. The contract is added to the user’s profile with several variables (ex: contact information, program data, loan repayment variables and conditions, etc.). During the academic program users update their profiles with relevant data (ex: transcripts)

4. Repayment cycle
After finishing its academic program the user status changes. He will start repaying its loan based on its contract conditions. Therefore the user should be able to access its balance and upload / update its payment records accordingly. A personalized payment calendar/table is displayed.

5. Report generation
Reports should be able to be generated based on different criteria according to the stage of the process.

We want this project to be based on top of vTiger, SugarCRM or other similar application as a module, so only bid if you have experience on these type of packages.

For these type of apps there are already some available modules that could be used (ex: eRecruiting, spiceHire, Customer Portal, loan/mortgage manager, and so on). Therefore it would be needed to determine the best package/module options, integrate if needed, and customize.

A complete overview, functionality requirements, data schema, UI mocks & summary of deliverables will be provided in the full brief. This project will be one of many vtiger/sugarCRM projects happening throughout the year.

Selection criteria:
- Must have demonstrated vtiger/sugarCRM module development experience
- Fluent in English (communication is key)
- Must be able to commit to deadlines

All interested developers please submit a summary of rates, vtiger/sugarCRM experience relative to the job & where possible an example of previous development work. As mentioned we are looking to form a long term relationship.

The project will commence as soon as the developer is selected.

Best regards!

Categories: Joomla, PHP Tags: , , , , , ,

Vtiger Module Add

February 13th, 2010 Comments off

Required to start on monday 15th feb – a vtiger knowledged person with of course good php and mysql capabilities. we require to create a new module for the software to handle job sheets and HR.

Submit cost for module development/turnkey fee no rates which cannot be monitored, so please a flat fee for the project is prefered.

vtiger module to handle job sheets, data flow of daily work inputted online to track total cost of a job for a client, costs are calculated from an hr section that each person has a rate.

the module must then be able to convert into a bill, alerts are also required to track job sheet status.

Vtiger Crm Developer Required

February 12th, 2010 Comments off

Need a developer cum designer to edit and prepare the required changes in an existing Vtiger CRM. Payment will be done post completion of the task, No paymnets will be released unless and untill the stuff is working. If you need payment first plz do not BID.
This shouldn’t be too complicated for any individual with experience. Please bid appropriately both the time you expect for completion and the cost for completion. This job needs to be completed on time, with no mistakes and clean code.
- The entire project cost can be escrowed but no funds will be released until everything is 100% complete, tested and working. You will get paid IF everything works as agreed.

Thank you!

Vtiger Email Settings

February 8th, 2010 Comments off

I am running vTiger 5.1.0 and would like that each user has his own incoming AND outgoing mail server.

The program allows each user to have his own incoming mail, but there is only one outgoing mail server setting in vTiger that every user shares. I would like each user to have the ability to set individual incoming and outgoing Webmail.

Our company mail servers are with 1and1.com

Please indicate whether you will perform either of the following solutions in your bid:

1 – A custom Webmail module (module manager ready) that includes the requested feature

OR

2 – Changes to the original Webmail module

Please indicate time to accomplish (Hours) and total cost.

All work to be operationally tested prior to release of payment

THANKS!!!

Vtiger Attachment Fix

January 19th, 2010 Comments off

PHP programmer required to fix vtiger attachment error (in upload file)

Vtiger Module Developer

January 8th, 2010 Comments off

We require a vtiger module & smarty developer who can work with us on a series of vitiger projects, the first initial project being a credit application form/module. This project will be one of many vtiger projects happening throughout the year.

The credit application form/module will be developed based on a full brief, which we will supply to shortlist developers. The form will serve as a digital replication of our paper based credit application form.

A complete overview, functionality requirements, data schema, UI mocks & summary of deliverables will be provided in the full brief.

Selection criteria:

- Must have demonstrated Vtiger module development experience (including smarty)
- Fluent in English (communication is key)
- Must be able to commit to deadlines

Can all interested developers please submit a summary of rates, a summary of vtiger experience relative to the job & where possible an example of your previous vtiger development work. As mentioned we are looking to form longer term relationship.

The project will commence as soon as the developer has been selected.

Setup Vtiger/joomla Integratio

December 29th, 2009 Comments off

Integrate VTiger with my JOOMLA site. Already have VTiger 5.1.0 and Joomla 1.5 installed. Also, already have the Joomla Vtiger Integration component installed in Joomla. Need programmer to setup flow of data between Joomla and VTiger so that the processes work like this:

- Need forms for users to request quotes for auto loan, new car, or insurance from someone in their area.
- User will be matched with dealer or insurance agent in their area.
- A thank you page and user receives e-mail confirmation of their submission.
- Registered dealers/agents should receive notification that there is a lead in their area but they will need to log into the site to view it.
- Dealer/agent should be able to access the leads via VTiger.
- Also need a way for dealer to make payments to access leads (or subscriptions) through VTiger. (Or maybe through Paypal via VTiger).
- I will need to be able to manage settings in the back-end: Dealer/agent access, add/remove car makes/models, and other information. Also, need to be able to track leads, dealer sales, etc.

Examples of price quote/lead generation systems for car loans, insurance quotes, and new cars and what I’m looking for are on the following example sites:
http://www.newcar.com/new-cars/quote/index.html?dis=94192638-21E2-444C-8736-20014B8CA10A&vehicle.model=&vehicle.make=&customer.address.zip=

http://www.newcar.com/car-loans/quote/index.html?dis=94192638-21E2-444C-8736-20014B8CA10A&

http://www.newcar.com/car-insurance/quote/index.html?dis=94192638-21E2-444C-8736-20014B8CA10A&

Looking for experienced programmers ONLY. My budget is limited so please don’t go overboard with the bidding. Thanks.

Thanks and happy bidding.

Categories: Joomla, MySQL, PHP Tags: , , , , , ,

Modify On Vtiger Crm

December 15th, 2009 Comments off

Hello,
i need a to modification to the vtiger crm, i need a system to make this:
I sell Advertising space on a newspaper, so when i load the contract on vtiger i need to insert also a date when the Advertising must be insert in the newspaper. So every day it show me the Advertising to insert in the newspaper (1 list with every Customers that this day have to insert the Advertising.)
Example:
customer A make 3 adv to 20th december and 2 adv to 22th december
customer B make 1 adv to 20th december and 1 adv to 22th december
the 20th december it show me:
date| name adv | customer
20 | test | A
20 | test1 | A
20 | test3 | A
20 | test4 | B
i hope is clear
thanks

Customize Vtiger

October 8th, 2009 Comments off

We are looking at an experienced vtiger programmer.

We would like to modify the Inventory Module to fulfill our requirements.
The program requirements as below:
1. Create/edit warehouse
2. Able to stock in with carton (system needs to record the amount of carton)
3. Internal transfer
4. Report damaged stock
5. View reports(daily/mthly report, moving/non-moving report, reject/damaged report)

If you interest in this, please contact us.

Bear