features in the Worksuite
Open
Project ID: DEV_000175
Willing to pay Fixed Cost
($800 - $1000 USD)
- Posted: 12 Jan, 2024
Hello!
We would like you to develop the following features in the CRM for us.
1. We want the filed "Lead Value" to be populated with the price of the chosen product. (See Screenshot 1)
2. When we generate an Invoice from Estimates, it does not take the discount %. (See Screenshots 2,3,4)
3. Receive email notifications (for clients/leads) should be set to "NO" by defalt.(See Screenshot 5)
4. We should be able to see "PRODUCTS" column in the table view ot "LEADS" and "CLIENTS" section. We should be able to search, filter and sort LEADS/CLIENTS by products. (See Screenshots 6,7)
5. Filters should stay active until we manualy clear them. Right now, if I apply a filter, and then click to edit a LEAD/CLIENT, when I
Flexible
Urgency Level
🛠
Developing or Designing
Project Type
Svetoslav Vasilev