***PLEASE NOTE - THIS PROJECT MUST BE COMPLETE WITHIN 7 DAYS - DO NOT BID UNLESS YOU CAN COMPLETE IN THAT TIMEFRAME***
In vTiger 6, when selecting an organization, you can click on the 'Quotes' tab to see all of the quotes that have been issued to that Organization. On that tab, we need a 'Reports' button added [see Report Menu Example attached]. Clicking the button will give several choices:
1) 'ALL OPEN' - each quote has a related opportunity (omit from report if none is listed). On that Opportunity, the Organization that was issued the quote is listed under 'Bidding Organizations'. There is a related 'Bid Status' for every Organization. Select all quotes where the status is NOT 'Closed Lost' or 'Closed Won'. (Report format follows)
2) 'UNREVIEWED' - same criteria as number 1, with the exception that only 'Bid Status' = 'Quoted' is to be selected.
3) '30 DAYS INACTIVE / UNREVIEWED' - same criteria as number 1, with the exception that 'Bid Status' = 'Quoted' OR the related...