iFreelance

simple code for zoho crm
Estimated Budget:
Between $500 and $999
Category:
Programming / Database Development
Subcategory:
Software Design/Architecture
Description:
We are implementing a CRM in Zoho CRM and I need to automatize a few functions that apparently are not offered as such by the software. So I need simple code for Zoho CRM that allows the following actions :

1. We have the modules Accounts (= clients), to which is related the module Machines (=products owned by the clients). To the module, Machines is related to the module Inter (= intervention on a specific product). The link between the module Inter and the module Machine exists (meaning from Inter we know on which machine was the intervention). BUT I cannot find the way to trace back to the module Accounts (in order to know who is the client related to this intervention). I need the name of the client to appear automatically in the module "Inter" based on the machine, and I need to be able to use the field "name of the client" in reports based on the module "Inter".

2. For each Account, we have 2 addresses: the invoicing one and the delivering one. So far only part of these addresses is populated. I need to make sure that 100% of the addresses fields are filled by performing the one-time action below :
a. If “delivery address” is empty and “invoicing address” is filled, then duplicate the “invoicing address” it in the “delivery address”
b. If “invoicing address” is empty and “delivery address” is filled then duplicate the “delivery address” in the “invoicing address”

3. In the "Inter" module, there is a series of 10 checkboxes that need to be checked by the user in case a specific action has been performed during the intervention. I need to display these in an email report created based on the "Inter" module. If possible these fields should be displayed in the form of a checked or non-checked box.

Please send me your estimated time and fee and any question you may have
Announcements:
Work Onsite:
No
Bidder Location:
India

Bidding Details

Ends:
10/7/18 4:36 AM PDT
Remaining:
0 minutes
Began:
9/17/18 8:58 AM PDT
Bids:
Sealed:
Yes
Awards:
None Issued
Bid #
Status

Project Employer

anuragh mohan

Location:
Other, India
Rating:
   
0
Projects Posted:
2

Public Project Discussion

This project has not been discussed.
Discussion Not Permitted
To participate in this discussion, you must be logged in.
The freelancer has not yet submitted a review of the employer.
Reviews can only be submitted after project work has been completed.
The employer has not yet submitted a review of the freelancer.
Reviews can only be submitted after project work has been completed.
View Timing & Location
These charts allow you to visualize how often and from within what countries this project has been viewed during this project's bidding phase.
Bid Timing & Location
These charts allow you to visualize the timing and country of origin of all bids submitted for this project.
Project Match
These charts allow you to visualize how well the bids submitted for this project match the preferences defined by the employer.

iFreelance is a great way to hire Freelancers, find work and get your goals accomplished.

iFreelance is the premier place for independent professionals looking for freelance work. Whether you have experience in proofreading, art jobs or data entry, iFreelance is the hub where you can meet entrepreneurs and sell your freelancing skills.