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We are an established insurance brokerage company based in Kuwait, with over 28 years of experience in the industry. As intermediaries between clients and insurance companies, we earn commissions from insurance providers. To enhance our operations, we are seeking to implement a comprehensive system that ensures the accurate recording of daily insurance data, including policy amounts, sales staff commissions, salaries, and employee residency information. This system should seamlessly integrate with an accounting platform to generate detailed statements of profits, commissions, and expenses, along with producing essential reports on a quarterly, semi-annual, and annual basis.
Additionally, we aim to develop a website and a mobile application to facilitate customer sales operations. We would like to know if you have the capability to provide such a solution. We kindly request your prompt response to discuss this further.
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Building extensions #10: Fetch customized user inputs, store them globally at the app level, and access them across entities
This data storage concept enables you to store data related to your extension for both entity properties and extension properties. In our previous piece, we looked at how to store data for entities using entity properties. In this post, we'll look atBuilding extensions #9: Store, retrieve, and access entity-specific data in widgets using data storage
Data storage - Overview Storing data related to the extension you are working on is essential. It can be saved as key-value pairs for an entity or extension, known as entity and extension properties, respectively. Data can be saved for the following entitiesBuilding extensions #7: Create custom widgets for a simplified end-user experience
Discover the benefits of using widgets! We explored the significance of widgets, prerequisites, and the availability of JS SDK methods as part of our previous post. In this post, let's go over a detailed example of using widgets along with certain ZohoBuilding extensions #6: Custom user interfaces with Widgets
Welcome to our post on Widgets for Zoho Projects! In our last post, we explored the significance of the connections feature, showed how to use it, and provided an example use case. In this article, we'll look at the importance of widgets, another featureBuilding extensions #5: Integrating applications with Zoho Projects through Connections
In our last post, we discussed the essential features that a Zoho Projects extension can provide. Starting with this post andin every subsequent post going forward, we'll go through each of those features in depth, one by one, with an example use case.
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