Our Work

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.

Business Benefits & Key Results


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Our Previous Works

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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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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

Our Clients