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Our company is running an instance of vTiger, and uses it to guide activities for our field reps. We need a Management Portal to assist in coaching them through their activities. Here is how we need it to work:
A new field needs to be created in the user profile designating the user as a Manager. In the event the logged in user is a Manager, an icon needs to appear in the menu bar, near where the admin 'gear' icon would be. It should be shaped like a megaphone. In the event the manager clicks the megaphone a new window should popup.
The window should prompt for a date range. This range can be in the future, or the past. Once a date range is submitted, the Coaching Form should appear in the same window. It should contain the following.
For every person listed in the system as role 'TM/SPEC' there should be a header. The header, when clicked, should open on an email directly to that user. Under each header, each users calendar appointments, in date order, should be listed on the le...
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