Added New UI Type Date & Time in Custom Field for vTiger Updates
CRMTiger implemented modules for a company that wanted an option for the vTiger Convert Sales Order to Project or Ticket module, which will allow you to convert a sales order into a project or multiple tickets.
To convert a Sales Order into a project, you will need to select each of your Sales Order items that you wish to convert into a Project Tasks and assign each of those a start and end date.
After setting each product date, check the Convert button and a new Project with the new tasks are created.
This module is very helpful for businesses that have to create projects from Sales Orders. Having this feature will cut down your time to do so by 99%. It only takes a few seconds to convert a Sales Order to Project.
Sales Order to Ticket:
Sales Order to ticket conversions works the same way as the SO to project conversion, but, in this case, a new ticket will be created for each of your Sales Order Lines.
The new actions in the SO view:
Select the items you will be adding to the project:
Select the items you will be creating a ticket for:
Sales order to project:
Your newly created project:
Feel free to contact us. We would be happy to assist you.
Hope you found this blog useful.
Please contact us on info@crmtiger.com if you needed further help from us.
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