simple code for zoho crm

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 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 are 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 check boxes 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 a email report created based on the "Inter" module. If possible these fields should be displayed in the form of a checked or non-checked bo

Habilidades: CRM, MySQL, PHP, Arquitetura de software

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Acerca do Empregador:
( 0 comentários ) Bengaluru, India

ID do Projeto: #17784644

13 freelancers estão ofertando em média $33/hora para esse trabalho


Hi, According to your job requirements, I have done many projects that are similar to yours. For more details you can review my portfolio, profiles and employment history where you will find projects similar to your Mais

$41 USD / hora
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Individual PHP/MYSQL DEVELOPER here. I need full access of ftp and cpanel and CRM admin login details too. Since i know PHP very well whatever type of coding it is i can handle and fix and add functions like you nee Mais

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Hi, Greetings from Appadurai of Yaali Bizappln ([login to view URL]) We are Zoho authorized development partner and Zoho certified professionals having successfully implemented many projects in Zoho creator integrated Mais

$25 USD / hora
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greetings, I can help you with what you need to improve in the crm, with workflow it is possible to do what you need estroy available for work

$28 USD / hora
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I have been in this field for more than 7 years. I have experience in C#, PHP, Perl, WordPress, Html, Postgres, Python, Ubuntu, Crontab, Web Services, Xero, Rest API, Zend, AWS API Gateway, Lambda, AWS Server, MWS API, Mais

$33 USD / hora
(13 Comentários)

Hi, I'm Mano from Chennai, working for past 4 years in Zoho Creator and customizing Zoho CRM for various business. Your requirements can be achieved by custom function in Zoho CRM. Requirement approach 1. can be sho Mais

$30 USD / hora
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I WILL DO THIS WORK AS PER YOUR REQUIREMENT AND EXPECTATIONS. With the experience of over 600+ web development projects including ANDROID , iOS , WEBSITES , WEB APPLICATIONS AND SOFTWARES . [login to view URL] Mais

$30 USD / hora
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Hello Dear Client, I am new on Freelancer but possess 10+ years of experience while working for several companies as a coder at various positions. Now I am full time Freelancer trying to help small businesses and c Mais

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Hello, Hope you are doing well. It looks like you are looking for a Web Development experts who can dedicatedly work to implementing a CRM in Zoho CRM and need to automatize a few functions that apparently are not o Mais

$25 USD / hora
(0 Comentários)

I have 4 yrs exp in zoho and done many functions so i can show you also live functions and many difficult functions also done that need to connect with other zoho products .

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We're a Dubai based technology firm functioning as premium partner of Zoho Applications in the UAE. We have a dedicated technical team who specialize in providing support to Zoho Users globally and have implemented mor Mais

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