Seeking an experienced vtiger specialist/consultant to help customize our vtiger database for sales. We are using vTiger 5.4 on Ubuntu dedicated server in combination with vicidial.
1. Transfer lead from vicidial into vtiger.
2. Convert a lead to an account/organization (not to a contact)
3. PBX manager setup to allow calls out of vtiger.
4. Create custom mailmerges to PDF. Already using open office mailmerge (oomerge)
5. Import existing ACT databases from CSV format.
6. Make imported databases private to users/teams.
7. Dashboard gadgets for each vtiger user based on production goals.
8. Create a document manager GUI on the vtiger menu link to upload and delete documents for word, pdf, excel. Ability to add custom menu links like in "our sites" stock menu.
9. Remove stock vtiger buttons. (To be determined…)
Skills: pdf, import, pbx