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We had many calls from our existing customer to generate the Dynamics report in vTiger CRM to display the combined report of leads and organization.

Generally company who using  vTiger has the process to convert the leads from the organization OR some company create new organization from the leads so company name in leads and organization would be same so they needs report to display output combined of both.



Example :

Leads

Lead# CompanyName Status
 1 Variance Infotech Hot
2 Google Warm

 


Organization
Org# Company Name Source Employee size
 1 Variance Infotech Online 50
2 Google Internet 1000

 

Output

Lead – Organization

Org# Company Name Source Employee size Status
 1 Variance Infotech Online 50 Hot
2 Google Internet 1000 Warm

For this requirement  we changed the report module of vTiger CRM where we added code to display field of leads and organization on field selection screen of report. because leads and organization is not the related modules in vTiger.

Let us know if you needs more information on the same.

Happy programming.!!!!!  feel free to contact us any time…



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