Vtiger 5.4 development/integration requirements:
1. Ability to Import Arabic and Hebrew CSV (Support UTF-8) when Import operation is occurred in the system (Any with CSV file)
Ok. This should be working already.
2. Create relations between Accounts and Products, upon Account CSV file importing.
How to add data by CSV file - flow
a. First user will upload Products CSV file
b. Second user will Upload accounts CSV file
c. Upon new Account creation, Vtiger will look for Product name equals to Account name and create a relation between Product and Account (only one is allowed)
Product importing order is not an issue, once user is upload contact, Vtiger should find product with the same name and create relationship.
3. Relation between Account to Product
a. Each account has only one product
b. Each product has only one account
c. When User add new product to account (using UI) the user can choose only one product, only one product can be added to account (and vice versa).
d. If there is an exist relation between Product and Account, the Product won't be available for other Accounts (and vice versa).
e. If there is already relation between account and product and the user try to add additional product to account, Vtiger won't allow to add an additional product an will show the following massage to user: "Please remove the selected product before adding a new product to the account". If there is already relation between account and product and the user try to add additional product to account, Vtiger will remove the old product and add the new one.
is it ok with you?..
f. When linking new product to account insert field "Product_Name" to field "Account_Name"
If user is manually select product (in account view) Vtiger should copy the text from the field "Product_Name" and insert it to field "Account_Name"
g. Add relation history table to Accounts and Products view. The table should describe when the relation starts and when it ends.
User want's to see when the relation (between product and account) start and when it ends. we want to add a new table in product view, in this table we want to display the relation records. for example, when user select product from account view, new record will be shown on history table (presenting when (time and date)this relation record created.
Ok. I assume this will also work with the import. Consider the scenario when the old product is removed and new is added (during import), then this will be added as a history too.
a. Relation between Account to Product can be only One-to-One
i. Account can appear /be only once
ii. Product can be only one
5. Add to Ticket view new Fields - Account_x + Account_y , get the value by Account_Name from Accounts.
Upon ticket creation, user will select account name and vtiger should get the fields Account_x + Account_y from account module and add them to the ticket.
6. In Ticket view there is an option to select Account or Contact (combo box) we need to remove the combo box and make Account the only available option.
7. Install customer portal on vtiger 5.4
- Development will be on our Vtiger.
- milestone payment need to be add based on development process.
- 3 weeks warranty is required.