Help with Customisation
We've been using Zoho Creator for about 12 months and need some customisation done to streamline things a little. I've done the basics, but need some help doing the following: - creating an invoice - creating a booking form (same type of info. as the invoice) - doing conditional lookups - 2 way flow of data on some forms - Using sub forms correctly. I've attached a little diagram that explains the overall system (it's not big, I just want it streamlined), and I'm after some quotes for assistance.Costume Inventory Database
I am trying to convert a MS Access DB that I sell to hundreds of organizations. I am trying to re-create most of it in Zoho. I need instruction on using ZoHoCreator, creating buttons to run queries, create import/export routines, import graphics files, etc. The hours per week would vary with a lot of hours initially and fewer as I gain more experience with the product. Budget : $75 per hour for 25hrs/week [2 months] | Location Preference : United States To leave a private message, please click theOnline Notepad
I need a online notepad app that allows you to use it in a browser and export the data to Zoho Docs as a Word file. Budget : $0 | Duration : Any To leave a private message, please click the link for private response in post Action section.Estimate, Invoice, Tracker & PDF
We need to create a custom made forms: 1. Estimate (we already did it, but we need a more advance coding) that will do generate this Estimate into PDF and also convert it to invoice with option to mark as a deposit receive. 2. After Invoice been generated we need another form where we could put (from list of 10 companies) where we did order this products with few option. 3. We need a dashboard that will going to show the statistics about how many orders been placed this months, who was the referral,Sales & Telemarketing App
I have a group of telemarketers that need to be able to access a pool of leads. We should be able to define different groups of leads and who can access those groups. Once permission has been assigned for a telemarketer to access that pool, they are randomly presented a lead to call and after assigning a disposition (no answer, not interested, etc) they get assigned another random lead to call. If a follow-up is necessary, the telemarketer can take “ownership” of the lead and will have their ownOnline Product Database
We are an import export company. We buy from many suppliers, running into a few hundred. From every supplier, we have many products, so total products we have can run into a few thousand. We want to create a price list of every product, which can be available online. We need to have multiple users who have different rights, such as entry etc. So, we are looking for a ready made project which can be fine tuned for our use. We want to expand on this in future. Budget : $500 | Duration : One Month |application improvement/upgrade
We are looking for someone with very good knowledge of zoho creator application building to partner with us going forward to make changes/improvements to our applicaton as needed. The application is one that we created ourselves which is specific to our business and has been constantly evolving since its creation 6 months ago. Initially what is needed is automatic email of pdf from a button in a report/view. Based on the cost/success of this there would be many more modifications necessary over theTravel form
Need to have a travel form where the users register their particulars for planned travel. - destination of travel - name of accomodation - duration of stay - home base - Users manager - Passport number - Visa number - Jobnumber - Reason for travel The most important thing is that when the person picks one location, an email gets sent to a specified group of people depending on the location. Say, if the person picks angola as destination. Person A, B and C is notified. If the person picks UAE, Personslales and marketing Realestate
an application or templates for the use of real estate brokers(master brokers) marketing builders projects as well as selling other clients properties also by appointing sub brokers ,by keeping the records of all the projects,builers staff ,sub brokers staff detail and to bill builders by adding service tex as well as paying to sub brokers by deducting TDS etc. mkdhawan -09310997953 mkdhawan@yahoo.com Budget : per hour for -Select-/week [-Select-] To leave a private message, please click the linkTravel agency customization
i want to customize for the use in a travel agency with two branches, with the ability to run independently but can still collaborate with each other. Budget : $400 | Duration : one /two weeks To leave a private message, please click the link for private response in post Action section.Cruise, Tour Travel Agency CRM
We are looking for a CLOUD based CRM solution that will manage all contact details, travel history by type i.e. Cruise, Tour, Air, Resort etc (tabs to be created on the fly) and ability to store PDF or images of documents issued by the supplier such as Cruise confirmation etc. The CRM should have the ability to add multiple family members under a Lead (Client) as well as store in Tabs: • Credit card numbers • Frequent Flyer numbers • Special needs requests • Misc. other info such as travel requests,Cruise, Tour Travel Agency CRM
We are looking for a CLOUD based CRM solution that will manage all contact details, travel history by type i.e. Cruise, Tour, Air, Resort etc (tabs to be created on the fly) and ability to store PDF or images of documents issued by the supplier such as Cruise confirmation etc. The CRM should have the ability to add multiple family members under a Lead (Client) as well as store in Tabs: • Credit card numbers • Frequent Flyer numbers • Special needs requests • Misc. other info such as travel requests,ZOHO Recruit - Employer (Client) portal
We need our Clients (Employers) to have a web-portal in which they can view and select/decline applicants which we associated with job and deemed qualified. Once the client selects the candidate the system would have to mark them in Zoho Recruit as selected so they are removed from the applicant pool. Budget : please quote | Duration : asap To leave a private message, please click the link for private response in post Action section.Salesforce knockoff
I want a cheaper version of the basic capabilities of saleforce. Does anyone already have this built and could share it with me? Budget : negotiable | Duration : ASAP To leave a private message, please click the link for private response in post Action section.Volunteer Program
Basically we are looking for something very simple to manage our volunteer database. Volunteers will have access to 3 things : • Volunteer registration Form. • Volunteer Profile Edit. • Calendar of Events (to register themselves in volunteer events). Admins (max. 2 people) will have permission to : • Categorize/search Lists(database) of volunteers. And export lists. • Add events to event calendars and edit those (Specify date, location, time and hours needed). • Check availability of volunteers basedInternational characters gets scrambled when publishing the text description of the application being published
When publishing an application to Marketplace there is a problem with the characters in the published text. I design mode using International text - such as Swedish åäö, and ÅÄÖ is working. When saved/published all the characters is converted to a scrambled unreadable text - a string representing another character. This problem is for all international characters affecting many characters in different countries languages. Tommy Hägvall - Born2ITOnline Directory
I'm looking for assistance with a searchable online directory of speakers/experts for a small professional society. I've got the basics, but am having trouble with two areas. (1) Creating a publicly accessible search for users to find people in the database. (2) Allowing people in the directory to access and edit their existing information. Budget : No budget set | Duration : As needed | Location Preference : United States To leave a private message, please click the link for private response inVolunteer Program
We are a non profit organization, and we are currently looking for a volunteer database management applications with these main functions: Sign up for volunteers (and ability to edit info) Volunteer event calender that enables users to register in a certain event on their own (can be linked to our website) Database management that tracks: volunteer hours, events participated. Along with search functionality. So basically it would be very similar to Zoho Campaigns but has these functionalities. CouldJob Costing Enhancement
We are curious if it's possible to develop a custom job costing/estimate app to extend Zoho CRM Budget : $500 | Duration : 2 months+ To leave a private message, please click the link for private response in post Action section.Customize Product Details
I need to be able to customize the Product Details area of Zoho so that specific information shows on quotes, sales orders and invoices for each product listed. Example: Manufacturer part number, Date Codes, etc Budget : Quote Me | Duration : 1 Week To leave a private message, please click the link for private response in post Action section.Develop CRM App for Sales in the SMB market
I would like to create a CRM Tool for Sales Funnel Account Management for small to medium sized companies in the US and Canada marketplace. I have used Zoho, Zoominfo, Sugar CRM and really enjoy using it so why not try and use my Sales and Business Development ability to market it. I am open to suggestions and I just want to get something up and running and make tweaks from there. I am looking for Company, Contact Information email setup, address, phone etc. I am also looking for spreadsheets withResearch project: Survey tool with complex back end data
I am a researcher for University of Minnesota and I am developing a database to collect survey data, but it is too complex to use typical survey tools. I have prototyped using a survey tool, I will provide this below to show a very detailed outline for each form and field. You can imagine our objective as a tool to do online brainstorming (this is pretty close to reality). We recruit people online from marketplaces like Amazon Mechanical Turk. WITHOUT LOGGING IN, users begin the survey, see an intro,Vendor Lookup By County
From list of counties/states, the user can view the vendors available in that county. The user may also add vendors to county or county to vendor with price applicable to each vendor/county pair. Budget : $500 | Duration : Two Weeks To leave a private message, please click the link for private response in post Action section. Download AttachmentsTyre Company Sales Record
Simple Form to collect data and then produce a report for daily sales. Only need to capture customer name, mobile number, landline number and e-mail. Then enter type of tyre sold and quantity A discount field A Total Field Need a Daily Report Button for admin to list all sales for that day. Only admin can view the report to print Sales People must login and then enter sales for their site. There will be multiple sites to enter data for. Again only admin can see All sites User Login must be restrictedZOHO CRM Customizations
We are needing some modifications and enhancements for our ZOHO CRM. We will need things like auto-populating custom fields and more for a travel company. Currently we use Zoho's CRM almost exclusively as a sales order entry solution. Budget : $1000 | Duration : A few days To leave a private message, please click the link for private response in post Action section.Survey calls tracker
Database to track calls made to respondents to ask if they will complete surveys. Budget : Not sure | Duration : Not sure To leave a private message, please click the link for private response in post Action section. Download AttachmentsTreatment Center and Contacts
I need someone to take my current forms, tweak them ever so slightly and create a search form based on one of the forms that has already been created. Probably 2 hours of your time tops if you are decent. Would need to phone interview Budget : $200 | Duration : 1 Day | Location Preference : United States To leave a private message, please click the link for private response in post Action section.Contracts Database
I need help putting together the views/pages and reports for a contracts database that has multiple relationships between tables. Hard to explain, would prefer an initial consultation telephone call. Budget : $1000 | Duration : 1 week To leave a private message, please click the link for private response in post Action section.Tracto Test
I want how to read document data (which for consist with Header & Row level Data) like Sales Order or Invoice. through the zoho creator read XML API. I capable for header data like custumer name,address, date like this but row level data Item name, Qty, Rate, row total this field as not get in XML format. response XML code give the line reference code in response XML. please suggest me how I can read all the data. Budget : $1 | Duration : 1 days | Location Preference : Pune in India To leave a privateNew Website with Zoho API
Design a new website to pull information from Zoho CRM. The website will use two (2) Zoho Databases/Accounts. Zoho#1 Database holds our projects (aka Deals) Zoho#2 Database holds our customers (aka Accounts) Pages to Design: - Home Page to list a few records found in Zoho, and links to other pages (login link, help page, contact us, etc) - A series of pages to signup/subscribe. Capture name, company, email, etc and store it in Zoho#2. The subscription page also sends confirmation emails to usZoho Web Solution
Need to cloud-based/website built that integrates Zoho Sites, CRM, Creator, and Assist, for my IT Support company. If possible, in place of Assist, a third party remote control tool like Teamviewer or LogMeIn. Budget : $1000 | Duration : 3 Weeks To leave a private message, please click the link for private response in post Action section.Auto Fill Forms
Need a way to upload image files (tiff, png, etc) to page as back ground so I can merge data from my application into predefined fields. I would like the flexibility to replace the forms myself as well as place and format the fields myself. Budget : $1,000 | Duration : 4 weeks To leave a private message, please click the link for private response in post Action section.Search Form
We have a form that needs to be searched by one field and display another field.. Eg Search "Service ID . Display Service Status... Budget : $20 | Duration : 1houy To leave a private message, please click the link for private response in post Action section.Website
Looking for a website to be built out of Zoho Sites Budget : $1000 | Duration : 2 weeks To leave a private message, please click the link for private response in post Action section.Website in Zoho Sites
I am looking for a website to be built within the Zoho platform of Zoho Sites. I am not very interested in the templates. Can they be altered to my needs? Budget : $1000.00 | Duration : two weeks To leave a private message, please click the link for private response in post Action section.Commercial Real Estate Banking
We run a commercial real estate mortgage bank. We have a number of lenders and investors with varying programs -- that change regularly. We get calls from developers, owners, brokers, lawyers, etc. that have specific projects for us to finance. We would like to be able to match our lenders/investors with projects, and keep track of all the information flow (notes, etc.). We keep track of all the referring sources so that we can update them and pay a finder's fee at closing. Budget : $1,000 | DurationDatabase
I just need help on how to add the totals of sub forms which I created and inserted on the main form. My purpose is to have a grand total of the sub forms in the main form. Budget : $10 | Duration : .5 days To leave a private message, please click the link for private response in post Action section. Download AttachmentsOrder Management and Loyalty Solution
I am looking for an Order management and loyalty solution for my retail business. I have tried the order management app in the market place but it has some limitations. My requirement is similar with an added module of customer loyalty. The app will have a product database, a customer database and the ability to add orders. Each order will have certain loyalty points to be awarded to the customer. The app should work seamlessly on mobile and tablets. Budget : Can be discussed | Duration : 4 weeksZoho CRM and Zoho Books intergration
I would like to be able to view all estimates and invoice that are created in Zoho books in my Zoho Crm under the contact or lead record. Budget : Please provide proposal | Duration : Now To leave a private message, please click the link for private response in post Action section.IT Services Business Management Software
Hello, We are looking to develop a simple, yet stable, powerful and reliable application within ZOHO creator to handle our business operations as an IT services MSP. The App needs to address the below key components : * Customer Support Mgmt (ITIL bsed) * Centralised Customer Database across all apps * Centralised Supplier Database * Ability to access this centralised customer & supplier database into Sage Peachtree + Quotewerks, RMM tools Please get in touch via mohammed@poonawalla.me if interested.Next Page
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Introducing Kanban Board Extension for Zoho CRM
Zoho CRM has been helping you with your business in many ways. The foundation of it all is that it is keeping all your data well organized and maintained. It makes work easier for you but what if that was not all. Yes! That is not all; we now provide the Kanban Board extension that provides a visual management for your CRM data. It is a great way to view all the records segregated the way you want to see them. Be it based on deal status, lead pipeline stage, or campaign type or any other pick listWhat's new on Zoho Marketplace
You can now find newly published "What's new on Zoho Marketplace" articles on Zoho Marketplace's Knowledge Base. Work smarter by adding new capabilities to your Zoho apps with business solutions from Zoho Marketplace. Explore Zoho MarketplaceHere's what you can do with your DocuSign Extension
Contracts, agreements, and other documents have always been an integral, concluding part of any sales process. With the free DocuSign Extension for Zoho CRM, we've made certain that your signing process is entirely digital, and there is no need for copies,Contact Info Extractor Chrome plugin
Just trying out the Contact Info Extractor plugin and had a quick observation. Since a target website for this plugin would be LinkedIn, I'm very surprised that the plugin cannot determine that if the selected text in question includes... Joe Smith Vice President at ABC Corporation ... the plugin can recognize the name and title but not the company. I'd assume that the term "at" would give it the needed clue but on several contacts I tried to add, it's just not catching it. Would love to see theEasily send documents from Egnyte to your leads in Zoho CRM
Understanding your customers and educating them about your product are two sides of the same sales coin. During a sales process, to educate your potentials about your product, you may have to send them user guides, help documents, comparison sheets, and