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Opportunities section customization

proposal opportunities

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#1 lotus

lotus

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Posted 05 February 2017 - 02:02 PM

Hi All,

 

I am looking forward to customize the Zurmo as per requirement.

 

What I want is that I can convert "opportunities" to "proposals" and a new section will be created for that. Once I go to the proposals section, I will see all the proposals, and default folders and sub folders for the proposals. Though the folder structure will remain same for all the proposals, but I can upload documents for corresponding proposals and send them as attachment to the clients.

 

When I re-visit any of the proposals detail view I will see the folder structure, but only documents uploaded for that proposal should be visible in that view. I should not be able to delete the default folders from the server, but able to add/delete own folders and upload documents to server.

 

Any help from experts here!!!

 

Please reply.


  • LarryHah , Mobykit , klbykit and 2 others like this





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