Add custom function in ZOHO CRM

$10-30 USD

Закрито

Опублікований

over 6 years ago

$10-30 USD

Оплачується при отриманні

We need a simple custom function on ZOHO CRM. Here's the explanation: We have a custom module called "Claims". It has fields: - System case No. - Claim description - Status - Total Claim Cost - Claim cost paid by company A etc. It also has a related module called "Claim Cost Log". Fields include: - Cost Amount ($) - Description (txt) - Cost Paid by (option: company A, company B, company C) - Claim case (lookup)------linking with module "Claims" Now we would like to make a code so that the system can calculate value for field "Claim Cost Paid by Company A". Criteria should be: 1) Claim Cost Log. Claim Case= Claims. System Case No. 2) Claim Cost Log. Cost Paid by= "Company A" Calculation should be triggered whenever: any creation or edit happens in module "Claim Cost Log"

CRM

PHP

Zoho

ID проекту: 15492557

Про проект

6 пропозицій(-ї)

Дистанційний проект

Активність 6 yrs ago

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6 фрілансерів(-и) готові виконати цю роботу у середньому за $30 USD

@fairchance

Hi Sir, I can write your custom function as per given detail in job post as i have wrote different kind of functions in many CRM Accounts of my valuable clients. Relevant Skills and Experience I am Top Zoho Expert and i working in Zoho Suit of apps since last 3 years. The work will be done perectly Proposed Milestones $55 USD - Custom Function Creation Please increase your budget.

$55 USD за 2 дні(-в)

4,9

(50 відгуки(-ів))

6,1

@yaminisurender

Personal Details: My name is Yamini and I am an Indian based Zoho Certified Consultant. I love Zoho and I have five years of extensive experience in Zoho Products. I have done customization, automation and integration in all Zoho Products as follows: Zoho Creator, Zoho CRM, Zoho Books, Zoho Invoices, Zoho Projects, Zoho Survey, Zoho Sites, Zoho Reports, Zoho Mail, Zoho Campaigns, Zoho Forms, Zoho Projects, Zoho Support and Zoho People. Customization: I have customized the Zoho Products as per the requirements and deliver the best design quality and enhance the existing system with my knowledge. Integration: 1. Zoho CRM with Zoho Creator, Zoho Books, Zoho Invoices, Zoho Reports, Zoho Survey, Zoho Sites 2. Zoho Creator with all Zoho Product Apps. 3. Zoho Reports Integration 4. Zoho Creator/CRM with Mail chimp. 5. Zoho Creator with QuickBooks Online. 6. Zoho Creator with Payment Gateway like PayPal, Stripe and Converge gateways. 7. Integration as per company requirements using third part application like Zapier and etc, 8. External API Calls 9. Integration with RingCentral, Twillio and other phone based integrations. 10. Integration with Zoho Mail like Gmail, MS Office 365 and other MS office Setup. Automation: 1. Workflow rules, Auto responders, Email Templates Creation. 2. Follow Up Task,Alerts,Custom functions 3. Automatic Rules, Reminder Setup, Notification via Email and SMS. 4. Dashboard Creation, Scheduled Reports with multiple formats. 5. Webhooks calls. While I am certain there will be others who underbid me on this project, I can assure you several things. · I work extremely fast. · I have a great knowledge on Deluge scripting and Integration. · I can ensure quality communication in regards to the project. · I'm passionate towards the work. · I will complete the work as much as earlier and will do my best effort. · I will deliver the work on time with 100% quality. Support: I will give support for 24X7 for any kind of bugs/fixes. This states that I will be more attentive during the project and post production support. Thank you and I look forward to the opportunity to work with you Thanks Yamini Zoho Certified Consultant

$35 USD за 1 день

4,5

(22 відгуки(-ів))

5,0

@cymetrix

We are expert in CRM implementation. We bid to develop with rate $17 per hour. We can deliver the project in fix price as well. Relevant Skills and Experience ZOHO CRM Proposed Milestones $22 USD - per person hour Additional Services Offered $15 USD - Integration with any platform

$22 USD за 1 день