XRMS tuning

XRMS is a sales force automation tool from It is based on company contacts and not individuals, tuning to track individuals has already started but the following changes need to be completed.

I will provide a zipped copy of the existing files and database dump. GotomyPc can also be used to demonstrate the needed functionality.

Pictures of the web pages are included below.

## Deliverables

**[url removed, login to view]

**Should display leads with oldest callback date first

The contacts with the oldest callback date should display when the page loads.

Last Contact date should be a column

Mail and Bulk email features should work here.

**[url removed, login to view]

**Needs a “Follow up?? section by Close and Schedule.

Follow Up section needs a calendar to pop up with a call back date.

Follow Up section needs a drop down selection for why they can’t schedule now.

(Money, time, ask somebody, price.)

Sales prompts need to be in Database instead of hard coded on page

If licence B,Bp,dlt is selected Sales prompt should ask: “Do you have a job lined up. We can help??

“Go to Schedule?? should do a SAVE before proceeding to next page.

Make it prettier.

**[url removed, login to view]

**Use 2 columns for [url removed, login to view]

Mail merge function should work.

Use 2 columns for data

Activities function should save and display activities for this [url removed, login to view] Form

Contacts from the web page are put in the database but not assigned to a salesperson.

**Xrms/private/[url removed, login to view]

**Should display unassigned contacts from the web form.

Double clicking will open the contact and allow assigning.

Each contact should have a checkbox to allow reassigning in bulk

**Admin/[url removed, login to view]

**Under Types and Statuses a table edit for the various sales prompts.

Under Types and Statuses a table edit for the various new drop downs.

**Activities/[url removed, login to view]**

This section should work instead of generating SQL errors. Help is available on the XRMS forum on [url removed, login to view]

1) Complete and fully-functional working program(s) in executable form as well as complete source code of all work done.

2) Deliverables must be in ready-to-run condition, as follows (depending on the nature of the deliverables):

a) For web sites or other server-side deliverables intended to only ever exist in one place in the Buyer's environment--Deliverables must be installed by the Seller in ready-to-run condition in the Buyer's environment.

b) For all others including desktop software or software the buyer intends to distribute: A software installation package that will install the software in ready-to-run condition on the platform(s) specified in this bid request.

3) All deliverables will be considered "work made for hire" under U.S. Copyright law. Buyer will receive exclusive and complete copyrights to all work purchased. (No GPL, GNU, 3rd party components, etc. unless all copyright ramifications are explained AND AGREED TO by the buyer on the site per the coder's Seller Legal Agreement).

## Platform

Windows 2000, IIS, PHP5, MSSQL 2000

Skills: Engineering, MySQL, PHP, Software Architecture, Software Testing, SQL

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Project ID: #3666541

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