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CiviCRM Developer & Training

$10-30 USD

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已发布将近 9 年前

$10-30 USD

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Hello - I'm looking for a developer to help me with a CiviCRM task. Basically: 1. Guest fills out a Webform that creates a new contact 2. Administrator goes in and "approves" or "declines" the referral. This is currently a custom field with the dropdown options. 3. If approved -- a case will be created where the administrator puts the start date and assigned a relationship to another user. If declined, the administrator must answer the next question why it was declined. I would like to make the workflow easy for the administrator (e.g., when accepting/declining the referral, the accept/decline fields are conditional. Also, I am interested in using TeamViewer to see the setup process.
项目 ID: 7775226

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活跃9 年前

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UNITED STATES的国旗
Los Angeles, United States
5.0
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会员自6月 20, 2013起

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