Requirement Overview A custom UI within the Zoho CRM Portal needs to allow patients to easily access key healthcare services from a single interface. Through this UI, patients should be able to: Fetch prescription records without navigating across ...
Requirement Overview A custom UI within Zoho CRM to update the status of Zoho People, Zoho SalesIQ and Zoho Voice. To provide sales, support, or hybrid teams with a centralized interface inside Zoho CRM to update and reflect their current working ...
Business Use-case: A business wants to quickly view consolidated information about a contact from multiple Zoho applications—such as Zoho Books and Zoho Desk—directly from the contact’s record in Zoho CRM. This includes: Checking if the contact is a ...
Requirement Overview User should provide the reason before deleting the record in Zoho CRM. Use-case When a record is deleted, the record owner and Zoho CRM super admin should be notified along with the reason, which was provided by the user while ...
Requirement Overview: Our partner needs to generate invoices for tasks marked as "Closed" in Zoho CRM, where these tasks are linked to a "Case" record. To achieve this, they want to: Automatically create Sales Orders in Zoho CRM for each relevant ...