We have a SugarCRM instance in which we've created a custom module called Referrers. This module links with Opportunity so that when a Lead is converted or an Opportunity is created and "Referral" from Lead Source (drop down) is selected as or a Contact is selected in a Referred By pick field it automatically creates a Referral record.
We need to change the Referred By pick field from Contact to Account. Once this is done, we would not only like the referral record to create as it currently does but when we view the account for which was selected we would like to see the referred opportunities from this account. Same applies to all accounts and opportunities or converted leads.
The custom development up to the point of the changes required has been completed by a trusted freelancer already. Sadly, their resource is now not available so am looking for someone to pick this up and complete as soon as possible.
Hello, I have reviewed your requirement and understood your expectations & vision of required SugarCRM Developer for custom changes. I am very much capable of fulfilling your requirements. Some of the work done Daha Fazla