Our Work

200+ Enterprises across globally trust KTree for their Web & Mobile application Development needs.See What We Do

Search
Request For Quote

Overview

Tracking the activities of the projects under the accounts. Providing filters for the modules and making the crm application more user friendly.

Suger CRM customization

Country: South Africa

Concrete Industry

Challenges



=> Activities are calls,tasks,meetings. We need to get its Related Account when logging an activity with Parent Type as Projects.
=> There has to be tracking of the activities of the projects related to the account in its record view.


=> There has to be a universal filter for each module which is accessible by every user where as  current sugarcrm 7 version supports filters which can be created by a user and used by him only.
=> Changing colors of sub panel header.


=> Creating custom schedulers to track the planned activities.
=> We have also customized such that the values of the modules comes in to the opportunities,accounts and contacts during lead conversion for custom fields.


=> The sub panels remain open or closed based on the last state in which  user has used them. This has to be opened for every time users logsin.

Project Solutions

Created a custom Related Account field in the activities modules. This field gets displayed only when the activities 'Related To' field is Projects and made it as a mandatory field on this condition.

Solutions-1
* Created a custom Related Account field in the activities modules.
* Created custom schedulers which tracks the planned activities and updated it in the Planned Activities Field.
* Created a custom dashboard on to the accounts record view to track the activities of the Projects related to the account.
Solutions-2
* Planned Activities Count is updated by custom Scheduler and the list are updated In a Custom Dashboard
* We have created filter definitions based on filter fields present in the crm application and created a separate filter for the requested modules which can be used by every user.
* We have implemented such that irrespective of what the state of the sub panel is the sub panel remains open when ever a user logs in to the crm for all the modules.
Solutions-3
* We have changed the colors requested by the client for the sub panel headers so that it looks more user friendly and attractive and subpanels are always open.
* Subpanels header colors have been changed and they are always open.
* We have also created custom sub panels to track the each activity separately.

Business Benefits & Key Results


Business Benefits

  • This process helps to keep the track of the activities of the project related to the account.

  • The users are provided with Universal Filter as in sugarcrm 6.

  • Made the crm application more user friendly and attractive.

Key Results-1

  • Custom Dashboards in record view of the accounts to track the activities of the projects related to it.

  • Using dependencies to hide and show fields and make fields mandatory.

Key Results-2

  • Universal Filter for all users.

  • Making the sub panels to remain open always and changing the sub panel headers colors as requested for all the modules.

Casestudies
See our work
  • vtiger
  • scheduler
  • subpanel e
  • subpanel e
  • subpanel e
  • subpanel t
  • subpanel t
  • sugarcrm
  • quote in s
  • custom sub
  • crm servic
  • create quo
  • create cas
  • create cas
  • create cas
  • case on fi
  • buttons in
  • disable ac
  • disable ed
  • php servic
  • on change
  • hide edit
  • fields in
  • field chan
  • field chan
  • editing re
  • disabling
  • audit tabl
  • audit in s
  • audit fiel
  • recurring
  • php
  • pagination
  • mysql
  • module con
  • jquery
  • javascrip
  • assigned u
  • accessing
  • top button
  • edit link
  • filter for
  • sugarcrm d
  • subpanels
  • subpanel i
  • subpanel i
  • subpanel e
  • change in
  • create vie
  • display fi
  • dependenci
  • customized
  • custom fie
  • custom dep
  • custom das
  • custom das
  • parent mod
  • parent mod
  • parent cha
  • top button
  • soap api i
  • rest api i
  • quotes tem
  • quotes in
  • quote temp
  • track fiel
  • user login
  • on subpane
  • leads in s
  • inline edi
  • end points
  • custom cha
  • change par
  • ajax in su
  • quote temp
  • customers
  • ubuntu
  • sugarcrm t
  • sugarcrm c
  • sugarcrm c
  • css
  • sugarcrm c
  • inbound ca
  • initiates
  • sugar crm
  • manage sal
  • flexible
  • yii framew
  • adding new
  • inbound an
  • complete c
  • call scree
  • call recor
  • call notif
  • custom top
  • sales mana
  • sales and
  • lead gener
  • history
  • customer a
  • cron
  • cron custo
  • custom scr
  • custom pop
  • custom pag
  • custom mod
  • custom edi
  • custom but
  • cron scrip
  • contacts
  • accounts
  • core sales
  • campaigns
  • campaign m
  • marketing
  • tracking o
  • support sa
  • shared cal
  • roi on mar
  • calendar
  • html edito
  • html
  • editor fie
  • dashboards
  • dashboard
  • dashboard
  • customized
  • html field
  • tinymce in
  • text edito
  • sugarcrm h
  • rich text
  • record vie
  • custom das
  • custom das
  • subpanel h
  • schedulers
  • record vie
  • open in su
  • open all s
  • hide show
  • hide field
  • filters in
  • subpanel i
  • subpanel k
  • creating m
  • create vie
  • content on
  • track acti
  • sugarcrm s
  • sugarcrm f
  • sugarcrm c
  • subpanel o
  • filter for
  • web and mo

Free Software Consultation with our Experts!

No Obligation!

Read More

Our Previous Works

Come See Our Exemplary Work Done {{ service ? 'On '+service:''}}

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..

No Records Found.. You can use search for to find.

{{casestudy.post_title | limitTo: charLimit}}{{casestudy.post_title.length > charLimit? '...' :''}}

{{casestudy.post_title}}{{casestudy.post_title}}
  • {{ tag.tag_name | limitTo: 20 }}{{tag.tag_name.length > 20 ? '...' : ''}}

{{casestudy.post_title | limitTo: charLimit}}{{casestudy.post_title.length > charLimit? '...' :''}}

Main Features

Read more about KTree

KTree, a Global IT Company

What and how the processes are structured in KTree?

KTree follows CMMi process to T. Defined and Mature processes for Coding, Code Reviewing Exercises, QA Process with focus on Performance testing & Load Testing

Where is KTree's Web and Mobile application Development done?

Most of our Development is done from our Hyderabad Development Center. Hyderabad is known for its rich heritage and exotic food apart from abundant IT Talent.

How KTree makes outsourcing project a positive experience?

True collaboration, transparent and constant communication, visibility and traceability are the key for success. The other major one being requirements engineering.

What is Success mantra of KTree, as one of the respected web development company?

Agile Methodology + Strong Documentation + Powerful Web & Mobile Frameworks + Solid KTree Team = Great Web & Mobile Applications within time.

Any other Differentiation which KTree has, which it can offer?

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

What Development methodology KTree follows and why?

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

  • We have received overwhelmingly positive feedback from external end-users and internal stakeholders regarding the improved functionality and usability of the new eCommerce site. KTree focus primarily on web & open source technologies, which was exactly what we needed. They made some extremely valuable recommendations, We recommend them highly.

    Ecommerce ManagerZEB​ (Fashion Retailer), Belgium

  • KTree really adds lot of value and they will give your more for your $. Our Project was complicated from day one as it involves integrating to our SAP ERP with work operations to create a production orders. It had number of rules & validations which KTree Successfully recreated in the web application. They really take challenges in their stride

    DirectorPrinting Giant from Hyderabad India

  • KTree is the company to look for education solutions. True partner wherein they have understood our requirements from day one and the project was completed well below the deadline. We recommend them for any Web Application Projects. We are using them for our other projects as well.

    Director Information & TechnologyInternational School, Hyderabad.

  • We are very satisfied with the Web Application & iOS app developed and launched by KTree. We have received only praise and positivism feedback for their iOS app from end-users.  KTree has brought exceptional flexibility and project management skills to the table.  KTree stick to their promises.

    Owner & FounderBEMI, Finland

  • KTree remains instrumental to the ongoing improvement of our cloud SaaS solution.  KTree's responsiveness, longevity, and varied skill sets set them apart. Their experience working with open source solutions is also a key differentiator.

    PresidentMicrobiz, USA

Our Clients

footer
Copyrights © 2008 -2018 KTree .com ® All Rights Reserved.