I’m using Perfex CRM for my sales company, and I’m looking for a custom solution to add a separate calendar per user in the system. Currently, there’s only a shared calendar, but I would like each user (salesperson) to manage their own calendar for appointments and tasks.
Additionally, I would like the ability to add clients to these appointments, so that the salespeople can see where they need to go for meetings or visits.
What I’m looking for:
- A unique calendar for each user (salesperson) within Perfex CRM.
- The ability for users to plan and view their own appointments and tasks.
- Option to add clients to the appointments, allowing the salespeople to easily access information such as client location and name.
- Optional: Integration with external calendars like Google Calendar.
Does anyone have experience developing such a solution, or know of an existing module that can accomplish this? I am also open to hiring a developer if someone is interested in helping me with this.
Thanks in advance for your help!
