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SugarCRM customisation #1
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IT & Programming > Web Programming

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The client has made the following changes to the job.

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Date

Job awarded.

Jun 5, 2013

Bidding period extended.

Apr 27, 2013
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Job Description

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  • Posted: Sat, Mar 23, 2013
  • Time Left: Closed
  • Location: Singapore, Singapore
  • Client prefers freelancers from:
    Singapore, Singapore

    You are still able to submit a proposal for this job.

    The client prefers freelancers from
    a different location.

    You're still able to submit a proposal for this job, regardless of your location.
  • Start: Immediately
  • Budget: Not Sure
  • Fixed Price Job
  • Elance Escrow Protection
  • W9 Not Required
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We have a customised Sugar. mostly custom modules. v6.5, build with module builder. nothing too complex.

We are a small biotech business and treat patients. when a patient contacts us, they usually send some documents (diagnosis etc etc) and we send them important documents back either as

Information "I" (to be acknowledged),
as (legal) Documents "D" to be signed or
as letters "L" to explain the information we send them (e.g. clinical studies).

There are four packages consisting of different "I", "D" and "L"s which we send to the patient in sequence. in other words, we send them package 1, they read and returned signed docs, then we send them package 2, then 3, then 4 etc...

we need these documents to be attached to the patient und the detailview subpanel, so that we have an overview of what has been sent.

Receipt of docs from patient by email

At the moment its a bit awkward but we do use the email client and i...

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Job ID: 39404878
 
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