Overview
Updating the Leads Assigned To User to-Meetings Assigned to User when creating and updating(in line editing) a Meeting in a sub panel.
Requirements
Challenges
- The current sugar crm application can only manually update assigned to user.
- Assigned to user for the Leads module in the record view has to be changed based on the Meetings assigned to user during creation of the Meeting in the sub panel and edited in the in line edit of the sub panel.
- This has to be automated with out the page being reloaded and after the user creates or edits the Meetings records in the sub panel.
Business Benefits:
- Automated the process of the Leads assigned to User changing based on the Meetings(assigned to user) created or updated in the sub panel.
Results
Project Solutions
- We have customized the application such that the Leads assigned to user changes when the user creates a Meeting in a sub panel with out any page refresh.
- The application has been customized such that when ever the user in line edits the meeting in a sub panel it updates the assigned to user of the Leads with out any page refresh.
Key Results
- Updating the Field of the Parent module in record view based on the creation and editing record in its sub panel with out page refresh.
Read more about KTree
KTree, a Global IT Company
What and how the processes are structured in KTree?
KTree's processes follow CMMi to ensure consistent, high-quality outcomes. With a focus on quality coding , code reviewing, and performance and load testing in our QA processes, we deliver reliable, scalable, and high-performing applications to meet our clients' needs.
Where is KTree's Web and Mobile application Development done?
KTree's web and mobile application development primarily takes place at our Hyderabad development center. Hyderabad is not only abundant in IT talent but is also known for its rich heritage and exotic food.
How KTree makes outsourcing project a positive experience?
KTree delivers high-quality applications that meet our clients' needs, by prioritizing collaboration, communication, visibility, traceability, and requirements engineering. While we charge a little premium for our services, we believe that it is important to provide the necessary resources and expertise to ensure project success.
What is Success mantra of KTree, as one of the respected web development company?
The success mantra of KTree as a respected web development company is combining Agile methodology with strong documentation, powerful web and mobile frameworks, and a solid KTree team to deliver great web and mobile applications within a specified timeframe.
Any other Differentiation which KTree has, which it can offer?
KTree's tremendous knowledge and expertise, gained from working on hundreds of web and mobile application projects, gives us a significant advantage that allows us to provide a head-start on projects, saving our clients many man-months.
What Development methodology KTree follows and why?
KTree's development team follows the Scrum framework of the Agile methodology, which improves Agility through its simplicity and flexibility. This allows us to adapt to changing project requirements and deliver high-quality products within the specified timeframe.
Leverage the expertise of a Top Application development company for your enterprise web and mobile application needs.
Contact our solid KTree team to get started.
