(I have uploaded a Word Document copy of these specs as I keep losing formatting here in the Marketplace write up). I have detailed the application that I am considering doing with Zoho. One big limitation I need to get around in Zoho is the fact that the app is a public app, and therefore an unlimited number of clients (brides). I cannot create a user Id for every bride that interacts with the system and thus need some way to tie functionality to people by prompting them for their email adress. Below are details about the app, and some Zoho specifics or ideas I have gathered either from reading about Zoho, playing with it, or asking support people. As a Zoho resource, please take a look at the specs and provide feedback on how best to accomplish with Zoho. Or let me know if my suggested Zoho approach is the best approach. I will take your feedback and ideas as indication of whether I think you are a good choice for the developement project, and as whether I believe Zoho is the correct development choice. Here are the application specs as I have written them up: Overview: I have a business where I match wedding clients (brides) to wedding vendors based on event_date, vendor type (dj, photographers, etc), and vendor availability on event date. I am looking to have built some application which will be Smart Matching of Brides Requests to Vendors services. More details below. In addition to the online piece above, I will need some automated Email capabilities that I'm calling Intelligent Emails. This will include the ability to automatically follow up and email both clients and vendors based on logic that I can specify. Similiar to an auto sequential responder but with intelligence. Zoho scheduler, deluge, and sendmail task seems like it would work for this ?? Application Functionality: Vendors will : 1) Create or maintain a Vendor Profile 2) Maintain (add/update) an availabliltiy calendar currently called bookings. This table will track each Vendors availablitlity dates whether Open or Booked. Each Vendor should be able to easily maintain their own Calendar. I see vendor_email as the key to the table. Clients (brides) will: 1) Create a simple Client profile 2) Enter their client requests: want a (vendor_type) dj, photographer, ON event date for Price. Match Clients to Vendors: 1) Present the Client with a View of Vendors = vendor_type, and status = open and bookings event_date = client event_date 2) Allow Client to select Info tab, which directs to Vendor URL for info, OR pops up Vendor Info. 3) Allow for client to select ability to contact one or more vendors from the view. a) This can be a popup contact form per vendor (passing all needed vendor and client data) b) An indicator X, that the client checks on multiple vendor view lines. 4) Emails a) Email both client and vendor(s) for any client requested contact from View in Step 3 above. Email to include essential client request form data. b) Email client a LINK to the above view in step 3, so that they may return later to the view and execute more client contacts. c) Possibly individually email all vendors who ALSO fit clients requirements. d) Send auto emails to clients at day intervals reminding them of their choices with US. These will be generic type reminders , possibly containing the clients original request info. Application Processing Specifics (with some Zoho features implied) Databases indicated with starting Capital Letters All fields names are lower case There are sample Database layouts at the bottom of this write up. 1) Vendor Profile form industry_type is a dynamic look up on Industry vendor_type is a dynamic look up on Type_of_Vendors filtered by industry_type price_range is a dynamic look up on Price_Ranges filtered by industry_type, vendor_type avg_prices is a dynamic look up on Price_Ranges filtered by industry_type, vendor_type Prompt for vendor email address Retrive vendor profile data if already on database allow for add/chnge/delete functionality button for submit. Zoho specifics: retrive vendor_view using Open URL filtered by entered vendor_email. Allow all normal view capabilities. 2) Create a booking_update form Need some easy way to do add/change of bookings records via vendor_email address. prompting for vendor_email, Zoho specifics or ideas: Below is just my idea for how to do this in Zoho. There may be a better and easier way ??? 1) Use bookings_maintenance form to select groups of dates, and set status. 2) Write a fetch and update script, which can run on update for now, then later put in scheduler fetch bookings_maintenance for create_date = today insert or update data in bookings table 3) Need to also populate fields in bookings table from vendor table (this is due to Zoho restriction about combined views only based on 2 tables, therefore load vendor info into bookings table so that the Smart Match view will have all needed data. Write fetch and update fetch bookings table where date_created = today for each bookings row from above select vendor table where Vendor vendor_email = Bookings vendor_email populate vendor_type, price_range, vendor_name, vendor_url, average_price. into Bookings table from Vendor table. This is needed so that a combined view later (Client Vendor Match) on Client_Request and Bookings will contain all of the needed information. Add "on user input" script to auto populate the hidden fields from vendor table, based on the Input vendor_email to populate the Bookings table. Please refer this kbase topic for more information 3) Client Interactions - Smart Matching I see possibly as being a 2 or 3 dynamic view page. a) feeds b) and b) filters c). a) Client will enter basic info into Client Form about their event-type and event date. industry_type is a dynamic look up on Industry Client table is inserted or updated if already there. b) Client will enter Client_Requests form for services. client_name, client_email, client_date, event_type should be populated from Client table above. Client will ENTER vendor_type(s) and price_range. vendor_type is a dynamic look up on Type_of_Vendors filtered by industry_type price_range is a dynamic look up on Price_Ranges filtered by industry_type, vendor_type Client_Request table is inserted or updated if already exists. c) Client_Vendor_Match view displays. At this point the client should see a Combined View of data showing vendors where Bookings vendor_type = Client_Request vendor_type and Bookings event_date = Client_Request event_date and Bookings status = Open From here , client can: 1) click on custom action to popup client_contact_req , passing needed client and vendor data from view. OR 2) again with custom action, allow client to indicate contact for vendors he wishes to contact. Either of above actions should result in an email send to both client and selected vendor(s) auto containing needed details (client and vendor follow up info). 3) Also would like a URL link send to client to allow them to return to the Combined View discussed above. Discussion is needed to handle Client return to the site, or client parameter changes. Client probably has to reenter their Client data in form 1 (unless can reload from entered client_email). Then hopefully form 2 and the Combined View will dynamically redisplay. (My thinking is that form1 and form2 will UPdate data with any new requests or data). Zoho specifics: On submit of the client request in the client request form, you can use the "open url" Deluge task to open the Booking view which will display the records that matches the clients specific needs. Add a custom action button to the Booking view which when selected by the client will execute a function to send the vendor an email with the client info and also send mail to the client with contact info for vendors. Question: will the custom action button be able to pass all the needed data from both the client and vendor to the contact form so the client really has nothing to enter ? How do I also send the customer a URL link in email so they could get back to the view later? Other Zoho questions: 1) can I order a lookup list ? (put in alpha order) 2) If I have a field set up as hidden from a public user, if they do an add or edit in view mode, will those hidden fields still be hidden ? Databases: Vendor list Vendor_View { displayname = "Vendor View" show all rows from Vendors ( industry_type as "Industry Type" vendor_type as "Vendor Type" vendor_name as "Vendor Name" vendor_id as "Vendor ID" vendor_email as "Vendor Email" vendor_url as "Vendor URL" vendor_image as "Vendor image" vendor_bio_info as "Vendor Bio Info" price_range as "Price Range" avg_price as "Average Price" vendor_phone as "Vendor Phone" ) } list Bookings_View { displayname = "Bookings View" show all rows from Bookings ( event_date vendor_email as "Vendor Email" vendor_type as "Vendor Type" price_range as "Price" status as "Status" vendor_name as "Vendor Name" vendor_url as "Vendor URL" average_price as "Average Price" ) filters ( event_date ) } Client: list Client_View { displayname = "Client View" show all rows from Client ( client_name as "Client Name" client_email as "Client Email" event_type as "Event Type" event_date as "Event Date" client_phone as "Client Phone" receive_vendor_emails as "Receive Vendor Emails" vendor_contact as "Vendor Contact" ) filters ( receive_vendor_emails vendor_contact ) } list Client_Request_View { displayname = "Client Request View" show all rows from Client_Request ( client_name as "Client Name" client_email as "Client Email" event_date as "Event Date" event_type as "Event Type" vendor_type as "Vendor Type" price_range as "Price Range" ) } Misc: list Industry_View { displayname = "Industry View" show all rows from Industry (wedding or party) ( industry_type ) } list Types_of_Vendors_View { displayname = "Types of Vendors View" show all rows from Types_Of_Vendors ( industry_type as "Industry Type" vendor_type as "Vendor Type" ) } list Price_Range_View { displayname = "Price Range View" show all rows from Price_Ranges ( industry_type as "Industry type" vendor_type as "Vendor Type" price_range as "Price Range" ) sort by ( industry_type ascending vendor_type ascending price_range ascending ) } list Average_Price_View { displayname = "Average Price View" show all rows from Average_Price ( industry_type as "Industry Type" vendor_type as "Vendor Type" average_price as "Average Price" ) } End databases: