Contract won

wazenos

i am just wondering if there is a way that automatically when a sales opportunity status changes to contract won a new project will be opened with all won sales opportunity data or if i can have a list of won opportunities in the projects section when i choose the sales opportunity pulls all related data and could be saved as new project ?

thanks for your support

ajb

All of this can be done with a little chunks of the code. If you wish we could implement this for you as a paid support.

wazenos

ok, how does it work for paid support ?

ajb

You can buy premium support and ask us to do something, we'll estimate required time, let you know and we'll use necessary amount of time from your credit (may be more or less).
Or ask us to do some changes as a little project, we'll estimate price and you'll pay for those changes. For sure in such case I'll say that it'll take more time than in the first option, because I don't have a margin.

In your case it depends on exact specification. I'll say about 1hr to create separate module that will add button in opportunity view (action bar at the top) to create a project with preset fields copied (specified by you).

Best regards,
Adam

wazenos

Ok, Great that means if i buy support credit you can help me with any adjustments or support i need in the system, there are more than one thing that i need to adjust or i need an advice for.

wazenos

can you help me also with setting up our emails in the system ?? how does the email work ? are we going to start receiving and sending emails from the system as if it is outlook? if yes can the system handle all the data because we receive a lot of attachments ??

ajb

In EPESI we use Roundcube as email client, where you'll receive and send messages. Your account has to support IMAP protocol. Then each email that is important for your business can be archived, what means that it'll be copied to EPESI database (with attachments) and you'll be able to link this email to any record, where E-mail tab is visible. By default it will be in contact/company with corresponding email address. There is no auto-copy to EPESI, because of SPAM, etc.

And with premium support - you've got it right. If you've bought our time, we can do anything you wish (and we can).

Regards,
Adam

wazenos

Dear Adam

i have bought credit to get premium support, what should i do now ??

ajb

I'll contact you via email.

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