Help create Zoho application
Can someone help create the following?
DESIGN
- Client – Name, Address, Status (active or inactive)
- Supplier – Name, Address, Status (active or inactive)
- Contact -First Name, Last Name, Status (active or inactive) Client (lookup field to Client), Mobile Phone Supplier (lookup field to Supplier) Mobile Phone Model, Mobile Phone Contract start date, Mobile Phone Contract length in months
- Populate random data and create 5 Clients (2 inactive), 5 Suppliers (2 inactive) and 20 contacts (5 inactive)
- Ensure all contacts are assigned to a Client
- Ensure all contacts are assigned to a Supplier
TASKS
- Create scripts that will email send to davidwonder1@gmail.com :
- Automated script that will send an email 2 weeks before the contract ends for the mobile phone – the email must display:
- First Name, Last Name, Client, Mobile Phone Supplier, Mobile Phone Model, Mobile phone contract end date
- Automated script that will send an email daily at 9:00 AM that will send a summary of all current active agreements – email must display:
- First Name, Last Name, Client Mobile Phone Supplier, Mobile Phone Model, Mobile Phone Contract Start date, Mobile Phone contract length in months
- Create a Sub Form called Meeting Notes in Contact can we used for a record for meetings details per contact in the format of a one to many relationships. In other words, one contact with many meetings.
- Meeting notes and meeting date
- Setup three section names (this is also known as menu items) for views/reports to display data – Contact, Client, Supplier with each in list view report under each section:
- Report under each section (showing all fields/list view):
- Contact Active/Inactive – grouping active and inactive also showing the number count
- Client Active/Inactive – grouping active and inactive also showing the number count
- Supplier Active/Inactive – grouping active and inactive also showing the number count
- Report under each section (showing all fields/list view)
- Contact Active – grouping active and do not show inactive
- Client Active – grouping active and do not show inactive
- Supplier Active – grouping active and do not show inactive
- Report under Contact section
- Contact meeting notes – showing with link to meeting notes & contact name only