Hi,
My name is Mann Faroqui and I am posting this on behalf of Adam Malseed.
We need help with the following:
1. In the ‘Opportunities’ module, is it possible to view contact details (to be specific, phone numbers) of ‘Contacts’ or ‘Leads’, when we move the cursor over the ‘Account name’?
2. We need to be able to archive emails from outlook to sugar in ‘Reseller Module’ (It’s a module that does not show up in the ‘Modules to search’ field) preferably to reseller accounts/contacts.
3. Is it possible to color code Leads, Contacts, Accounts, and Opportunities modules in sugar (e.g.: Yellow for Lead, Orange for Contact, Green for Opportunities, etc)? The purpose behind this to give the user a visual reminder as to which module they are currently using. Just so that it stands out!!!
4. Is it possible for a ‘Caution message’ to pop up every time a user tries to modify a lead after having converted a lead into a contact? The objective behind this is, refrain users from modifying LEADS where CONTACTS exits for the same lead. (We need users to manage and build the Contacts and leave the Lead once it has been converted)
I would appreciate if you can send me a draft on how you are going to approach these issues including a quote in USD. We need a lot of work to be done on Sugar in future. But, for starters we need someone to fix these issues.
Kind Regards,
Mann Faroqui | Business Development Executive | +617 3710 8777
Tel 1300 655 598 Fax 1300 733 398 Mobile 0406 690 505
Website www.alphalinegroup.com.au Email mannf@alphalinegroup.com.au


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