Access to Zoho

Access to Zoho

We have some intensive Access databases that we are looking to convert to Zoho applications. We are currently thinking about using Zoho CRM and Creator. We will need to break this out in phases. We'd like to work with a developer to understand our current structure and then help us move that into to a more robust web solution. We are a service-based company so the billing functions in Zoho CRM do not work for our line of work. Our "item list" for billing will need to be developed in creator and then linked to CRM...or create a CRM in creator. We'd like feedback on what the optimal structure would be. Developer would need extensive experience in Microsoft Access. We would likes solutions on exporting orders into a mapping/routing program (we have a transportation business segment.) Integration with Quickbooks or GreatPlains or other accounting software. Customer portal creation that limits access of information not just to a form but to information related to only their account. Site inventory integration with our item list in creator that allows us to run an inventory with age of inventory and cost. Inventory needs to be able to perform lot tracking where one item gets bulked into a larger lot. *Must be able to get data in Zoho creator to populate a blank form that is printed on preprinted shipping papers. Creation of forms is very important. We may have to have Access push into Zoho and also the reverse, please provide work experience where you have had these systems sync. We want to develop a long-term arrangement where we continue to receive support when needed and funnel new projects to the developer. At this time we're just looking to receive your company information / project experience and then we can work out the details.


Budget : 10K - 20K | Duration : TBD

To leave a private message, please click the link for private response in post Action section.

    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      Zoho CRM Plus Resources

        Zoho Books Resources


          Zoho Subscriptions Resources

            Zoho Projects Resources


              Zoho Sprints Resources


                Zoho Orchestly Resources


                  Zoho Creator Resources


                    Zoho WorkDrive Resources



                      Zoho Campaigns Resources

                        Zoho CRM Resources

                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner




                          Zoho Writer Writer

                          Get Started. Write Away!

                          Writer is a powerful online word processor, designed for collaborative work.

                            Zoho CRM コンテンツ




                              ご検討中の方