Our Work


Updating the Leads Assigned To User to-Meetings Assigned to User when creating and updating(in line editing) a Meeting in a sub panel.

Industry: Financial solutions

Country: South Africa

Banking Organiszation

Challenges & Results

=> 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.
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.
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KTree worked on hundreds of Web Application projects which can be further classified broadly into Web Application Development, SaaS application development, Single Page Applications, Portal Development, Ecommerce Development, ERP Implementation, Mobile APP Development, Point of Sale etc..

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KTree, a Global IT Company

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Having worked on hundreds of Web & Mobile Application projects, KTree teams tremendous knowledge & expertise gives very good head-start for projects which helps clients save many man-months

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KTree development team follows Agile methodology because of its suitability to web and mobile application development. Scrum helps improve Agility due to its simplicity and flexibility

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