1. Integration – Xero, CRM and Calendar
CRM expectations Track different metrics what will it look for.
2. Include Referral Source in CRM - (Create a dropdown box for different referral locations for example: Google, Website, Walkin etc.)
2. Accessibility - (Phone and other devices access) *
3. Calendar –
· Android Compatible Calender navigation not visible on Android
· Every Task created needs to create a calender event according to Due Date Entered
· Items that require Calendarisation are Install Date, Order Date, Consult Dates (Initial Consult, Colour Consult, Final Measure)
· CRM to Link to Calendar *
4. Dashboard –
· How many projects fit on dashboard screen. We will need to be able to fit at least 50.
· We would like an overview of projects/tasks *
5. Tasks –
· Rather than selecting dates we want to have preprogrammed timeframes (dates) set to a template. * What are the timeframes for each task, names of tasks
· Objective Templates inside Tasks*
· Option to show completion % of Tasks on the Project Page
· When in Task, Have Project Name Displayed so you know what project you are working on.
· Task Objectives – Completed doesn’t always show as completed! *
· Project to be in 1st Column in Task View
· “All Tasks” Tab – For each project it brings up all tasks
· Task Templates to auto add when setting up a project
· Task Due Dates to show in Calendar
6. Projects –
· Project No’s – Link to Xero
· Ability to change due dates in gantt chart
· Gantt Chart for all projects combined
· Auto Add Timer for Projects
· Ability to change Start/Due Dates in Gantt View for Project
Gantt charts need to be altered outside of scope at $
7. Leads –
· Social Media and Website Contact Form (Lead Link?)
8. Other –
· Simple Table showing – Quotes to Do, Orders to Do & Due Date. Each one to show Project Manager’s Name next to it. (See Picture attached to email.
28 freelancers are bidding on average $996 for this job
Dear Sir, Thank you for posting project. Our freelancer portfolio will speak all about our brand values of skills, experience, trust, quality, and reliability. Warm Regards, OM INFOWAVE
Hi there, I have checked the details I have rich experienced with Android, CRM, PHP, [login to view URL], Software Architecture. Please initiate chat so we can discuss this job.