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Were looking to implement the following changes that we need for our vTiger database.
I have attached a file with illustrations to everything mentioned below, such as:
1. All fields in the Trouble Ticket (e.g. Fields in the “Custom Information” Box need to be movable (i.e. can move fields to other boxes) and also editable ( i.e. Ability to change labels [e.g. “Loan #” to “Loan Number:”])
2. In the Trouble Ticket there needs to be a workflow created when someone edits “Foreclosure Information” and marks either: “Resubmission,” “Sale Date” or “Hearing” and then selects a date for either of the following events, THEN there needs to be a task assigned to the group “Loss Mitigation” for the date they marked.
Further, under description should begin with the marked event (Resubmission , Sale Date or Hearing) and then the name of whom is related to the ticket (e.g. Sale Da...
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