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Php (some js) adjustments on a current site.
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WordPress Expert✮Shopify Expert✮Graphic Designer✮AutoCAD 2D & 3D✮CV Writer & Designer✮Fullstack developer
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Description
Experience Level: Entry
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There are 11 relatively minor tasks/adjustments that need to be made to a small crm system which is built upon adminlte templates. You should be familiar, or prepared to familiarise yourself with adminlte.
Adjustment 1
Records are entered into our crm via a lead input form, we require an additional free text field creating within the lead input form, the content of the free text, will need to populate into a currently unused/empty text field once the form is submitted. The other content on the form (name, phone number etc) already populates correctly. This task is simply to add a free text field, which populates upon submission, onto the lead record.
Adjustment 2
If you refer to adminlte live example site, you will notice that there is a default avatar for the user in the top left of the screen. When we create a new user account, the avatar is blank/empty awaiting a user upload. We require a holding image to be placed here by default as without any image selected is looks untidy.
Adjustment 3
At the moment, when we create an entry into a users calendar (associated to a CRM record), the entry has a pre-set 1hr period of time, this needs to be 15minutes by default, with the option of selecting 15/30/45/60mins if needed. Also, in the adminlte example, users have the ability to drag and drop appointments, this is not currently enabled with our version and we would like it to be.
Adjustment 4
When we open a calendar entry - we have a pop up with some summary information on display. I'd like the content adjusting so it displays the last entry record from the crm 'notes' about the customer and an opportunity to add/update a new note.
Adjustment 5
We display each CRM customers data via tabs across the header of the screen. We'd like a new tab building for the purpose of client specific document upload/deletion. Simple format, upload a document, enter a short description. User view would be a list of docs and the descriptions with the ability to DL or Delete.
Adjustment 6
In one section of our Calendar, the dates are in US format and this needs changing to UK.
Adjustment 7
User level Kanban Board implementation (usable template available with adminlte)
There are 11 relatively minor tasks/adjustments that need to be made to a small crm system which is built upon adminlte templates. You should be familiar, or prepared to familiarise yourself with adminlte.
Adjustment 1
Records are entered into our crm via a lead input form, we require an additional free text field creating within the lead input form, the content of the free text, will need to populate into a currently unused/empty text field once the form is submitted. The other content on the form (name, phone number etc) already populates correctly. This task is simply to add a free text field, which populates upon submission, onto the lead record.
Adjustment 2
If you refer to adminlte live example site, you will notice that there is a default avatar for the user in the top left of the screen. When we create a new user account, the avatar is blank/empty awaiting a user upload. We require a holding image to be placed here by default as without any image selected is looks untidy.
Adjustment 3
At the moment, when we create an entry into a users calendar (associated to a CRM record), the entry has a pre-set 1hr period of time, this needs to be 15minutes by default, with the option of selecting 15/30/45/60mins if needed. Also, in the adminlte example, users have the ability to drag and drop appointments, this is not currently enabled with our version and we would like it to be.
Adjustment 4
When we open a calendar entry - we have a pop up with some summary information on display. I'd like the content adjusting so it displays the last entry record from the crm 'notes' about the customer and an opportunity to add/update a new note.
Adjustment 5
We display each CRM customers data via tabs across the header of the screen. We'd like a new tab building for the purpose of client specific document upload/deletion. Simple format, upload a document, enter a short description. User view would be a list of docs and the descriptions with the ability to DL or Delete.
Adjustment 6
In one section of our Calendar, the dates are in US format and this needs changing to UK.
Adjustment 7
User level Kanban Board implementation (usable template available with adminlte)
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Rob J.
100% (32)Projects Completed
47
Freelancers worked with
44
Projects awarded
33%
Last project
20 Mar 2024
United Kingdom
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