CRM Field Changes Case Study

The Business Problem

In early 2025 iTS needed to change the layout of key webCRM fields. The product name moved to a different field, the lead source moved too, and the pipeline levels changed. Every system that used these fields had to change at the same moment. If they didn't, quotes, orders, invoices and automatic renewal leads would be written to the wrong place or fail to read correctly. All of this had to happen without interrupting live quoting and invoicing.

The Solution

wildesoft.net prepared the portal, the Xero integration and the background services for a cloned webCRM instance. The work was done on a separate branch, so the live system kept running untouched while the changes were built and tested.

The product-name field was updated throughout. Lead source and pipeline levels were changed wherever opportunities, orders and renewal leads are created. The maintenance-contract job, which had used an older interface to webCRM, was reworked to use the current one. A few urgent pricing fixes were also applied to both branches, so nothing was lost while the work was in progress.

Once everything was ready, the branch was merged and the changes went live together. Later adjustments to pipeline levels and delivery status followed the same pattern.

The Result

iTS reorganised its CRM without a break in quoting, invoicing or renewal leads. Every connected system moved over at once, and the live system stayed safe throughout.

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