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How to manage Milestones in vtiger
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georg



Joined: 23 Dec 2005
Posts: 5

Posted: Fri Aug 15, 2008 3:49 pm    Post subject: How to manage Milestones in vtiger  

Dear all,

I am using currently only the most simple CRM functions of vtiger.
However, I would like to be able to manage Project Milestones with vtiger. Unfortunatelly, I don't have a clue how to do it :(

This are my details:
We are a tiny company that sells mainly consultancy services to customers.
Vice versa, we are also buying consultancy services from sub contractors.

The process for this, is that we have a contract with somebody that states clearly the milestones of a project. Each of this milestone is then linked with a payment.
I would love to be able to manage this milestones with vtiger.

I would like to know how many milestones are outstanding in general or specific to a project or customer. Currently, I have only found a way to manage specific products. But milestones are different. They have all different payments linked to them. And they are governed by a individual contract.

Is there the possibility to manage such milestones with vtiger ???

Looking forward to some suggestions

Best regards

Georg
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