I need two Custom Modules Developed in vTiger 5.4.0. The First Module is a Repair Tracking System and it needs to relate to all the Standard Modules already installed in vTiger. I am attaching a Screen Shots of Similar Modules I designed in Sugar CRM but I need this designed in vTiger. I need to be able to change all the field names, and add more options in drop down selections. Additional I need to be able to attach multiple files to the records created. i.e, photos of the device serviced and Documents related to that device, i.e. pickup and drop off receipts, etc. So I would need two fields, One where I can attach photos, and One where I can attach documents. This Module can be similar to the Trouble Ticket module already in vTiger, but I just need additional fields and to be able to attach multiple photos and documents to the record. This Module would need to be able to generate Custom Ticket Numbers like the Other Modules in vTiger, and the Custom Tick Number would be the only required filed but I would like the option to make other fields required
The Second Module would be a Document Generation System I have Several Word documents that I use as Templates, that I would like to be able to place in vTiger and make generated pdf documents out of them, that can be saved to a customer record, emailed, downloaded, and/or accessed through the Customer Portal. This module would be similar to Documents Module currently in vTiger but instead I would like it to be called "My Company Name" Documents. and in this Module I would be able to Select a the Document from a drop down and that is the Document would be loaded then I would be able to select a Customer and that information will populate in the module so that I can copy and paste the information into the relevant part of the document . The Document loaded would be visible in an Editor (Like the Editor that is Visible in the vTiger Documents Module where I could fill in the rest of the fields for that document. Once the document is completed, I would need to be able to generate it into a pdf that could be attached to the Customer's Record, emailed, downloaded, and/or printed. I would like to be able to upload my current Word Document Templates to a folder in the vTiger Module to use as the documents, this way if I revise one of my business documents in the future all I would have to do is upload the revision to the module's folder and it would replace the current version. Also if I create new Documents in the future, I would like to be able to upload them to the same folder and the would appear in the drop down of available in the drop down. I guess basically what I am asking for is to have a Word Processor in vTiger that I could generate or use existing documents that once saved would attach to the customer's record as a pdf. Where they could be emailed downloaded or accessed by the Customer through the Customer portal.
The zip file that is attached to this project request contains the documents I would need available in this module
About my Tiger Installation, I have vTiger installed on a Shared Hosting Server (Hostgator), I do not have access to anything other that the public_html folder on the Server, cPanel and FTP. The vTiger is installed in a subfolder in the public_html as my website runs in the root. I have vTiger 5.4.0 installed.
My budget is limited on this project, so please take this into consideration when you bid, If you do this project in your free time, and take your time that is ok with me, because I am just now implementing vTiger. The code you create would need to be able to survive a vTiger update, and if it can not I would need to be advise of this so I do not update from the version I am running. Please feel free to ask questions before you bid on this project.
6 years experience in working with CRM/ERP systems
7 freelancers are bidding on average $311 for this job
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