import/filter/export project
I have a csv file listing inventory. I must get that file into my ecommerce website. the db for my site is structured differently. I need to be able to import the inventory csv file daily. problems: the inventory csv file includes product names, categories and descriptions - but i have much of that info set up differently on my site - so i don't want the imported file to override that info. however, the inventory file has new products so i must be able to import the names and descriptions of theCharity needs help with our Form
We need an interface so that users can log in (via unique username and password) and view and update their data. It's for parents of children with disabilities who attend our holiday programmes. The parents give us medical info and contact details via the form. The form can be seen at: http://www.deencityfarm.co.uk/06_HolidaySchemes/06_04_PCF.html We can't pay much, but we can promise a few pounds and a million thank you's. Budget : $250 | Duration : Two weeks To leave a private message, please clickSafety Audit
Would like a web portal that is password protected, there would be multiple log in and passwords and each client would only have access to their data. Registration to access system. Upload files. Various fields to be populated. Compile data into a PDF format. Budget : $500 | Duration : One Month To leave a private message, please click the link for private response in post Action section.Automated Email System
We schedule classes nationally for our contract insturctors. Class info is contained in a CRM "potential" to include the date, time, instructor name, location, sponsor of class etc. 30 days prior to each class we manually email the sponsor a press release using a template to pull in the above information. We would like to automate the manual part of this work. In other words, have the system watch the calendar and send the press release 30 days prior to class date and pull in the details. BudgetAd Campaign Tracking and Reporting Application
Simple database application that tracks advertising campaigns for real estate firm across various media types (e.g. Print, Web, E-mail). Data is entered manually as ads are submitted to publishers, noting which clients and client properties are included in the ads. Three types of reports need to be generated. 1. Client Advertising Frequency Reports. Showing Marketing Director simple list of clients with total number of ads client appeared in, ranked by frequency (most frequent at top) over a user-specifiedZOHO CREATOR TO CRM LINK
I am looking for someone to create a way to push information from a ZOHO Creator Form into a specific ZOHO CRM Potential Budget : ?? | Duration : 3 weeks To leave a private message, please click the link for private response in post Action section.EduKit Order Form
Create a form with output similar to the attached document. The areas in yelow are data entry fields as follows: SCHOOL LOGO - need to be able to insert the logo from the school if applicable PROGRAM INFO TEXT (Left Side) Free flow text SCHOOL SUPPLY KIT INFORMATION Need to be able to have varying number of lines as this changes by school Kit Description field Kit Cost Field EXTRA SECTION Need to be able to have varying number of lines as this changes by school Kit Description field Kit Cost FieldIntegrated System
We are looking to build a simple system to store files for different business procesess and alert workflow, there should be ability to upload upto 5 files in a section and also provide comments for each section. Budget : $100 | Duration : 6 days To leave a private message, please click the link for private response in post Action section.Rental Property Database
Looking for someone who can develope a rental property database that can be used on the web Budget : ? | Duration : 2 weeks To leave a private message, please click the link for private response in post Action section.Relational Database development
I have two sets of data that need to relate. One set will be customer generated in form fields/questionnaire results, and the other is a product database. I need the databases built, then I need the product database to be filtered based on the results of the customer data, and generate a smaller product subset that meets customer requirements. Budget : ?? don't know what's required. | Duration : 2 months To leave a private message, please click the link for private response in post Action section.Report Builder for kindergarten
Aim for this project is to build online tool for creating report builder software that will help teacher to prepare a report about child learning progress in a kindergarten run by a charity. Budget : 50 US$ | Duration : 5 days To leave a private message, please click the link for private response in post Action section. Download AttachmentsPayPal App
I need to figure out how to link a Zoho-hosted form to allow users to enter a gift certificate amount they would like to purchase (already done), and then to have that amount along with their information automatically sent to PayPal and a new window to open up to process the order. Finally, an email confirmation needs to be sent to both myself and the client after the payment is processed. (Not a PayPal generated email, but rather one from Zoho) All I need is the code linking my Zoho form to Paypal;Database
Need a database that is similar to: https://www.hrnms.com/demo/ I refer home improvement contractors to property owners that place request via online request form. Also must have email list for both contractors and home owners and billing to contractors incorporated in database. My website is www.thehomepronetwork.com Budget : 400-800 | Duration : 3 weeks To leave a private message, please click the link for private response in post Action section.Small Electronics Distribution Business
We are a small electronics distribution business and we need to customize Creator along the following lines using the CRM module as a foundation to cover the following main elements of our business process: Generate Quote to Customer Receive Sales Order From Sales Rep Compare Sales Order Against Inventory Generate Purchase Orders to Fill Sales Order Receive the Products Generate Pick List to Fulfill Order Generate Packing Slip, Invoice, and Other Int'l Shipping Documents Manage Tracking Numbers ForNeed a List View Created
I have a table of contacts (approximately 6k or so), and I have a table of donations these contacts have made, including the Donation Campaign this donation applies to. I have a client request to create a view that would show all Clients and Address who have NOT made a donation to a particular campaign. In theory I should be able to just link the 2 forms together in a list view, and then use the simple zoho filtering tools, but I have been unable to do so. Budget : | Duration : 2 days To leave aProposal Submit
an application where clients can submit their proposals, and admin can approve them or discard them, or forward them to another user. Budget : 1000$ | Duration : 3 weeks To leave a private message, please click the link for private response in post Action section.DB Lead Capture
I have a salesforce.com account, and a constant contact account. I use the salesforce.com account to manage sales leads, and the constant contact account to manage my newsletter subscriptions. I am looking for someone who can create a way for me to populate these two databases at the same time from one sign-up sheet. Everyone who clicks the submit button will go to salesforce.com, and only those who check the newsletter subscription will go to both salesforce.com and constant contact. Any takersWinery Database
I need help finishing a database solution for our winery in northern california. prefer someone in the area. I need someone to make the data relational. Budget : 2500 | Duration : 2 weeks | Location Preference : Lodi in United States [Pin : 95242] To leave a private message, please click the link for private response in post Action section.Nutrition Club Database
Need to create an application that tracks new members (generate unique id, First Name, Last Name, Invited By, Inventory Charge) and records daily visits by members. Also needs to include an Inventory Group that includes Name(linked to Inventory charge), Inventory on hand(subtracts based on Daily Visits) adds based on separate input (increments in multiples of 30). Need to generate reports based on Member, Daily Visits, and Inventory. Have a Power Point slide show that gives more detail. Will acceptAssist Creation of DBMS for CRM and Health Care Marketing and Sales
We are looking to set up a Zoho based DBMS and CRM system for a new Home Health Care Agency. We are also looking to integrate website forms into Zoho, with email follow ups to the appropriate manager. We are looking to have the data set sync to Outlook, and ical so that our Blackberries and Macs will also be able to mirror the web site data. Health Care DBMS experience is helpful. Contact: Mark Grossmann, Abbott Home Health Care, markg@abbottcare.com p: 781.344.0344 c: 617.880.9104 e: markg@abbottcare.comPrep Quiz
Develop an online quiz. We currently have the pdf published on our web site for students to use, but would like to integrate a web-based quiz. http://www.cooperinstitute.org/documents/CoursePreparationQuiz.pdf Budget : neg | Duration : 4 weeks To leave a private message, please click the link for private response in post Action section.Customer Database
I need a customer contact database. Basic contact information to include:- Company name address Tel and e-mail and platform* Contact 1, position, name e-mail Contact 2 position name e-mail Contact 3 position name e-mail Ability to add further contacts at a later date. *platform will be one of the followoing from a drop down menu... Prospective Contacted Buying Regular Does Basement Waterproofing already Products currently used Budget : $1,000.00 | Duration : 6 weeks To leave a private message, pleaseView Filtering
I have a Zoho creator database and need two views created. One is a simple search on the database that will be for a public website. The other is a filter where public website users can filter the database by any combination of three filters at the same time. Need this As Soon As Possible Budget : $200 | Duration : 1 day To leave a private message, please click the link for private response in post Action section.Retained Call Tracker
A simple system is required which will allow the number of calls a person attends to be logged. When attending a call a person’s attendance at a call will fall into one of the following categories. Initially 2 forms and associated tables are all that is required. Work is required to be completed ASAP. A document with specs will be sent on request. Budget : $100 | Duration : 1 Day To leave a private message, please click the link for private response in post Action section.Customer Service 3.0 Customized for us
I want someone to help me take the current Customer Service 3.0 free template here and help me customize it for our business. Tehn help me embed it into our website. 3 main features I am concerned about. 1.) Customer's ability to sign in and see their status. 2.) Ability to marriage the look and feel of it to our website. 3.) keep it within a very very low budget. This is a temporary fix. We will be investing in EAutomate within less than 8 months so a very simple editing scenario which anyone couldTutoring session tracking
I want to input the duration, subject, notes, rate, and method of payment for reach tutoring session. I want to develop reports for each student that show notes, total hours, and total pay. Budget : $15 - $30 | Duration : two weeks To leave a private message, please click the link for private response in post Action section.Sales_Income
I am wondering if this is possible, I have external vendors who do sales. I need a application that can do the following. - register external vendor to my application. - register vendor sites - allow vendor to update daily sales list per site. I want to have this sit behind my website. Budget : $1 | Duration : 1 week To leave a private message, please click the link for private response in post Action section.Payroll submission page
I want to offer my clients a secured page where my client(s) fills in there email address and a password and they get to a page with a list of thier employees names and they can submit hours and over time worked, (optional) hourly rate and comments. and a Link to a page where they can add a new employees information with Name Address Phone SSN Number of expemptions Direct Despost info Bank Name Address Phone Routing Number Account Number I will need admin access to delet, add a and change infromationsupply chain management for commodity distribution
Managing the stocks available in the industry avoiding overflow or demand for stock.Analyzing the suppliers of the stock and automatically sending a email to the supplier by automatically analyzing the stock details in the database. Budget : $1 per hour for 50hrs/week [10 Days] To leave a private message, please click the link for private response in post Action section.Image Processing
Image Processing I need a simple CRM with basic contact information that someone (anyone) can log in to, pull up records (that are shared with other callers so I need to be sure mutltiple people can be logged in at same time sharing database) call, put the information in or complete a form, hit submit and back to the next record in the database. There is a very robust CRM that emulates SalesForce on here but it is too heavy for what I need. Budget : $500000 per hour for 40hrs/week [10 Days] To leaveXCOM Database
Thank you to everybody who replied to this request. It is greatly appreciated. For the moment we have entered into an agreement with a developer who is doing the project described below so I don't need any additional contact. Thank you very much, Michael Coates Hello developers, I own and run a very small manufacturing company which makes a two-way radio (in very limited quantities) I'm having some trouble accurately tracking the repairs that come into our business. I have tried to make our own databaseCRM/Simple/Dialer
I need a simple CRM with basic contact information that someone (anyone) can log in to, pull up records (that are shared with other callers so I need to be sure mutltiple people can be logged in at same time sharing database) call, put the information in or complete a form, hit submit and back to the next record in the database. There is a very robust CRM that emulates SalesForce on here but it is too heavy for what I need. We do both B2B and B2C so I need forms that are easily customizable withIn need of some development help
I have setup a simple construction budget and payment control system. I have already setup the construction items and budget, just need to develop a simple form to complete the application that would allow the controller to track payments against the budget already in the system. If you think you might be able to help. Please reply. Budget is open for a proposal. Thanks, JasonWork Experience Program
I work at a small private school with a some what robust work scholarship program. We have several departments that students work in and they work periodically through out the day - in between their classes.. making scheduling, and keeping track of those schedules a pain. Also, there are different work requirements for different students, and every week those work hours need to be evaluated. It would be really helpful to have a database to keep track of placement, scheduling, and hours. Budget :Sales Metrics
We have an existing sales metrics database on Lotus Notes. We would like to port this across to Zoho. The forms etc could port relatively easily, what we need is development of equivalent reporting to those we have in our current solution. Budget : $500 | Duration : Two weeks To leave a private message, please click the link for private response in post Action section.IUE-CWA Local Union Database
I have one primary table with 310 records and 75 fields which I would like to share online with 35 users. Each record represents all the pertinent data about a local union, say "Local 365". This local number is a key linking field so to speak but we are not using multiple tables this way. There would three groups of user rights 1 Admin - Can edit and change\build anything 2 Regional Manager - Can view all but only edit one field 3 Staff - Can view all and edit anything except the one field that RegionalCRM with Email Marketing
I need to setup a crm that will capture the new customer signups from my website. Setup drip email campaigns. Capture Email Newsletter Signups Create a professional email template in zoho Can i send out more than 250 emails iwth zoho Budget : tbd | Duration : one week To leave a private message, please click the link for private response in post Action section.Search Function
I am using Zoho Creator to create databases of searchable information that I am embedding in my website. I need to use the summary view so there is no horizontal scroll bar but when I choose summary view I lose the search functionality. I need to make the summary view searchable. Budget : $100 | Duration : 1 day To leave a private message, please click the link for private response in post Action section.HCP Work Assignment
I have to assign in-home visits to contracted nurses around the country. We need an application where we can upload patient contact information and attach a document to the contact information. The nurses need to login to see what visits need to be completed, assign themselves the patient, and have the documents and email information sent to them. Nurses can only have access to documents and patients within their assigned geographic service area. When the visits are completed the nurse should uploadregistration
Need to create interactive online registration for sporting event. A customer will enter their age, expeirence, ect and the form will allow them to select the eents they qualify for (The events are stored in an excel database). The form must be able to support payment intregration i.e. ypal and authorize.ne. Budget : $00 | Duration : 1 day To leave a private message, please click the link for private response in post Action section.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