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All Jobs"Zoho Creator"IT & Programming

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Hourly Rate: Not Sure   |  Duration: 3-4 weeks  |  Posted: 9h, 40m ago  |  Ends: 14d, 14h  |   5 Proposals
Our company is looking for an experienced resource to help us create dashboards, reports, etc using Zoho Reports based on our company data. All data is in Excel files. Couple things about this project: 1) We have a file that we need to import daily; our team will download and manually upload the file to Zoho reports. Data would be appended to data in database. 2) We have multiple files that we need to cross reference to create reports. We have files that will need to lookup other files to match product codes, billable amounts, customers, employees, etc. 3) We need to setup dashboards and reports based on our company structure. 4) Reports will be created and automatic emails will be sent out to specific employees. We want someone that can also explain how we will move forward with the project after the initial work is complete. We will need to know how to upload data and replace what's there or when to overwrite it, etc. Our files are not that large. There are goi...
Category: Data Analysis       

u****hil
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| u****hil
|    United States
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Jul 02, 2015  |  Closed  |   6 Proposals
Hello, I got a small Zoho database and I need a little improvement. I would like some changes in Zoho in order to change sales people focus. I want them to focus on 2 things: A) calling back contacts regularly, minimum time every 6 weeks, maximum time 12 weeks. B) maintaining active contacts in same time with several people in one same company, instead of focusing only on one person. There should be a way to remind them to build contact up to 5 per company. Can you help?
Category: Software Application       
Preferred Location: India/Southern Asia

C****zet
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| C****zet
|    France
Fixed Price: Less than $500   |  Posted: Jul 01, 2015  |  Ends: 12d, 15h  |   11 Proposals
we need a new CRM solution for our newly forming company. The company will have 3 main objects 1) Investors Leads from: website / phone conversation / manual entery / email sign ups Name, Phone, Email, Bank account, deals invested in, signup date, singed up throught, list of events (phone calls histyory, emails, meetings...), files, Copy of ID, Signed agreements / files 2) Deals Locations (google maps), discreption, size ($), return (%), files, folders, presentation, financial model, deal summary, term, terms, securities, company cut, fees structure 3) Entrepreneurs Name, address, email, current open deals, historical deals, contact person 4) The company itself
Category: Database Development       

d****ury
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| d****ury
Fixed Price: $50 - $150   |  Posted: Jul 01, 2015  |  Ends: 12d, 14h  |   4 Proposals
Hi Would you be interested in helping me with a zoho project? If you are too busy with other projects I am happy to look for someone else to help. Each day I upload 200 pdf files to the webapp. These pdfs are then attached to customer shipments. I have some pdfs that do not have have customer emails so I would like to delete the pdfs that havent been attached to a customer shipment and delete the shipment records too. I have attached the report that contains the shipments with no email:   [obscured]  /davidacriswell/hds-2#View:AdminView_Customer_Shipments_Uploaded_Report Im not sure exactly how to delete the pdf uploads from:   [obscured]  /davidacriswell/hds-2#View:COA_BATCH_UPLOADS_Report ??Maybe we could make a copy of this batch uploads report and add a new file that would ref the missing customer email and then do a bulk edit? I look forward to hearing from you soon, David
Category: Web Programming       
Skills: Zoho Creator Programming       

D****ell
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| D****ell
|    United States
Fixed Price: Less than $500   |  Posted: Jul 01, 2015  |  Ends: 12d, 11h  |   9 Proposals
Hi, We run a small swimming pool, and just sing up for Zoho. We need to get started from scratch and set up all workflows and integrate the different applications to make it work to our needs. We require customer automation processes and payments and also back office workflow and data collection from different sources. We will share all the information regarding the processes that are required with the selected freelancers prior signature of a NDA. Thank you for your interest in our project!
Category: Other IT & Programming       

V****Com
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| V****Com
|    Spain
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Jul 01, 2015  |  Ends: 12d, 10h  |   7 Proposals
We are looking to implement a Zoho CRM solution for our molecular laboratory. We have very specific functionality we are trying to accomplish with this solution and want to integrate our other departments data into the new Salesforce solution. 1) Data from our LIS system (via API or .csv): includes patient demographics and test order information 2) Data from our Courier Services (automatic import from .csv): aka Inbound logistics 3) Data from our Billing Services (automatic import from .csv): includes collections Other functionality that we are looking for: - Inventory management system: users can place orders for supplies for specific accounts, Salesforce tracks their inventory - Account number generation when setting up a new account: follows a specific logic: <serialize number><single letter indicating the "type" of clinic><two letters for state abbreviation> (ex: 100001GMI) - Customer service "ticketing" or "case management" system: ...
Category: Software Application       

n****her
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| n****her
|    United States
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Jul 01, 2015  |  Closed  |   3 Proposals
Need help setting up creator forms, reports and dashboards. Need to create simple views to help track projects and production compared to labor and expenses.
Category: Other IT & Programming       
Skills: Zoho Creator, zoho reports       

j****unn
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| j****unn
|    United States
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Jun 30, 2015  |  Closed  |   14 Proposals
Zoho Creator I had an employee create a zoho application that we use for our company. The employee left, and I need updates to the app, plus some training on how to use the application, and help update / teach us how to maintain the app . Job Description: I had an employee create a zoho application that we use for our company. The employee left, and I need updates to the app, plus some training on how to use the application, and help update / teach us how to maintain the app .
Category: Mobile Applications       

G****pmt
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| G****pmt
|    United States
Fixed Price: $1,000 - $5,000   |  Posted: Jun 30, 2015  |  Ends: 11d, 3h  |   45 Proposals
For our organization we need to develop a Leads scheduler and allocation software. The requirements for the job are: a. A database that allows our staff to create Leads, monitor the status of the leads and receive feedback on the leads. This aspect of the database should also include a web interface that allows users to create and store leads in the database. b. A drag and drop interface that allows the generated leads to be allocated to different sales agents. This interface should have the following functionalities: 1. Auto allocate function, that allows the allocation of leads to different sales agents based on specified criteria 2. ability to show the time and distance between the leads(both allocated and unallocated leads) 3. Send emails to sales agents notifying them of the leads allocation 4. Post the allocated lead to the sales agents calendar 5. Include a dashboard to see the sales agents availability based on their calendar entries The selected candidate must show experience...
Category: Database Development       

V****ser
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| V****ser
|    Switzerland
Fixed Price: Less than $500   |  Posted: Jun 29, 2015  |  Closed  |   6 Proposals
We currently have a process where a new excel file being dropped into our dropbox everyday as shown   [obscured]  /s/w1tm0cnvghq0lg5/Screenshot%202015-06-29%2018.05.39.png?dl=0 Right now the format of the leads in the file look like this   [obscured]  /s/w3ng8esp7fiz5ge/Screenshot%202015-06-29%2018.06.36.png?dl=0 So they don't quite line up with a standard format where all the columns are labelled with their respective crm fields. Currently we have to run an excel macro with this file (which I can give to the selected provider). This excel macros formats this excel sheet to an Excel format that can be imported into Zoho CRM using the Zoho CRM import excel tool. Right now this is tedious. Process: 1. We want a script that will run once a day and check for the new excel file(s) 2. Script will take the file and import directly into the CRM for the desired fields (via the ZohoCRM API/Feed:   [obscured]  /crm/help/api/insertrecords.html ) 3. Output a daily l...
Category: Other IT & Programming       

****
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| Client
|    Canada
Hourly Rate: $15 - $20 / hr   |  Duration: Not Sure  |  Posted: Jun 24, 2015  |  Ends: 5d, 12h  |   15 Proposals
I am looking for an expert programmer who can quickly learn and develop on existing coding. Troubleshoot and fix coding. Looking for a long term coding partner who is responsive and hardworking to help us on an ongoing basis. need two crm functions built that are triggered at the same time. Looking for someone who is available immediately. 1. Update a field on quotes based on the total number of products for a specific product category 2. Update an Account Field to Active when a field inside the quote changes.
Category: Other IT & Programming       

B****ign
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| B****ign
|    Canada
Fixed Price: Not Sure   |  Posted: Jun 24, 2015  |  Ends: 5d, 10h  |   14 Proposals
I have a client in need of automating import of representative and client contact data from zoho to their salesforce system. While the client maintains the salesforce system, third party contractor reps maintain the zoho system. The data to automate import from zoho to salesforce includes: 1. representative identity, location, and contact information. 2. the representative's client's contact and business/sales related information. For now, the goal is concentrated on sales cycle management with the potential of later development related to the accounting cycle. The client also mentioned a desire for help with leveraging salesforce more fully for their business. In addition to your fixed project bid or any questions you have via PM, please alert me to your hourly rate just in case.
Category: Business Intelligence       
Preferred Location: North America

w****pen
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| w****pen
|    United States
Fixed Price: $1,000 - $5,000   |  Posted: Jun 24, 2015  |  Ends: 5d, 5h  |   29 Proposals
Create a mapping application that integrates with ZoHo. Integration can be built using ZoHo's API or it can be built using ZoHo Creator. (we are open to other suggestions as well) Our goal is to create a mapping tool that allows an address to be entered and then the 5 closest contacts illustrated as well as the 5 closest leads. (The closest should be measured using driving directions rather than straight line directions) The new application we would like to build could be in Ruby on Rails or PHP. It could also be built in ZoHo Creator if that is an option. We had an application built in Ruby on Rails that worked for a couple years but it recently broke. Images from our previously built app. are attached. The layout can be emulated as we really liked the look and functionality until it broke. We are heavy ZoHo users and succesfull completion of this task will result in future work.
Category: Web Programming       

m****son
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| m****son
|    United States
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Jun 21, 2015  |  Ends: 1d, 21h  |   12 Proposals
Hi, We are a graphic design company, and just sing up for ZohoCRM PLUS, Books, Projects, SaleIQ, We need to get started from scratch and set up all workflows, integrates ups, Customer portal and internal projects workflow. All integrated with book, ability to received data from Paypal purchases, and up load payments from different sources like Elance as example. More data to the pre selected providers. after an NDA is signed Look forward to your proposals Regards Ignacio
Category: Other IT & Programming       

T****orp
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| T****orp
|    Argentina
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Jun 18, 2015  |  Closed  |   10 Proposals
We are current user and subscriber of Zoho-Plus in need of a knowledgeable and creative sales and marketing professional with technical expertise in Zoho applications (CRM, Projects, Campaigns, etc.). Requirement is to advise and develop auto process (workflow) to enhance collaboration between our company's clients and employees. We have an immediate need for assistance in Zoho Campaigns to increase the rate of "opens" on email campaigns. We also have an immediate need for automation that allows every service we conduct to be followed with communication with our clients as well as taskers, reports and reminders of after action tasks to improve compliance and supervision of the utmost customer service and collaboration. These are the primary tasks but many more to follow, so an on going support relationship is anticipated.
Category: Other IT & Programming       

R****sto
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| R****sto *
|    United States
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Jun 18, 2015  |  Closed  |   9 Proposals
We are looking for someone to help us with Zoho Creator. We were working with a company that helped us create an order form through zoho creator that then linked to zoho crm and quickbooks. Diagram attached for you to understand a few of our moving parts. We need a highly motivated person to help us make the necessary changes not only to the form but to some of the back-end changes like adding more products or changing the auto response email.
Category: Other IT & Programming       
Preferred Location: United States

c****ile
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| c****ile
|    United States
Hourly Rate: $15 - $20 / hr   |  Duration: Not Sure  |  Posted: Jun 18, 2015  |  Closed  |   11 Proposals
I need to create my inventory system from scratch. I use zoho books to generate bills and run my inventory. We run a shoes business. I am interested in building the following using Zoho Books and Zoho Creator. The ideal work flow would be for 5 types of scenario: Sales Scanning items one by one for sale automatically populating the invoice on zoho books Generate the invoice Returns / exchange Being able to scan the item in and the item out and adjust inventory accordingly Warranty Scanning item that comes back to us a a warranty would populate a specific invoice called warranty - months. Purchase Scanning items one by one or per box when inventory comes in populating a purchase order or a bill on zoho books Inventory adjustment Being able to scan boxes (which contain 16 pair of shoes for example) to adjust my inventory during physical inventory From my understanding this is duable using zoho creator. It has to be really fast as we generate lots of bills. Can you help?(ID...
Category: Other IT & Programming       

f****jon
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| f****jon
|    Panama
Fixed Price: Not Sure   |  Posted: Jun 18, 2015  |  Closed  |   7 Proposals
Hi All, I need someone to help me with Function for Zoho Creator. I will then use this function to send SMS messages through my application 3rd Party SMS provider is Esendex. They have REST API support, fully described here:   [obscured]  /APIs/REST-API I will give you everything you need for Esendex access, but you will need to design Function in your own Zoho Creator and then let me know how to deploy it and how to call it Function should send messages with the following parameters: FROM, TO, BODY. This is described on the following page under "Send SMS message with a From address"   [obscured]  /APIs/REST-API/messagedispatcher Thank you, Alex
Category: Web Programming       
Skills: HTML, PHP, XML, Zoho Creator Programming, Zoho Creator       

A****hwa
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| A****hwa
|    United Kingdom
Fixed Price: Not Sure   |  Posted: Jun 18, 2015  |  Closed  |   3 Proposals
Setup and design integration software. Various alterations and configuration, as the system develops with constant changes to suit the needs
Category: Business Intelligence       
Skills: CRM, Zoho Creator, Zoho CRM, zapier, Affinity Live       

a****aes
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| a****aes
|    Australia
Hourly Rate: Less than $10 / hr   |  Duration: Not Sure  |  Posted: Jun 17, 2015  |  Closed  |   3 Proposals
I need application for ordering tailor services. Features: - order form - services price / quantity / total - clients - different statuses of the order - orders table with manageable filters - different reports - sms integration for the success order I need to automate all the process from picking the order. some very basic functionality added to some forms in Zoho Creator.. If user selects a certain radio button....a hidden group of questions appear.. if user adds Notes..the date and time is recorded.. and other small things like that.. I need someone who is FAST and can get on TeamViewer with me and get this done in next 48 hours!!
Category: Other IT & Programming       
Skills: Zoho Creator Programming, Zoho Creator       

m****ess
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| m****ess
|    Russia
Hourly Rate: $10 - $15 / hr   |  Duration: Not Sure  |  Posted: Jun 15, 2015  |  Closed  |   15 Proposals
We are bout to start a small ZOHO project where we incorporate ZOHO forms on our website we currently use RS FORM within joomla for many of our bookings however for simpler forms and capturing contact details from our landing pages I would like to integrate ZOHO forms. I am able to create the forms and the data needed my self using ZOHO this process is easy however the HTML coding to make the form align on our site is proving troublesome and I would like to find someone who can make the forms match the styling of our website and capture data from clients the correct candidate will be able to 1. Style the form within Joomla so that it matches our site design ? 2. Create a multilingual form in ZOHO? that maps to the correct fields ? 3. Make sure the form within JOOMLA is responsive and works correctly ? If you are interested in this project let me know. As we are in our infancy with ZOHO leads there may be scope for further development. Regards
Category: Website Design       

p****ice
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| p****ice
|    United Kingdom
Hourly Rate: $15 - $20 / hr   |  Duration: 1-2 weeks  |  Posted: Jun 15, 2015  |  Closed  |   3 Proposals
HI I am writing an application that has data entry (from my Customers), Reporting (graph) and SMS campaign. Each Customer has to edit/see his own data and has to view a Report (graph) based on his own records. The Zoho Creator application is mostly done, I can create the forms I need using Deluge. I am facing now problems with Reports/Charts. Each Customer has to view Graphics based on His own/data, but I cannot spend additional money to buy ZOho Reports accounts. The application has to be embedded in a Wordpress or other CMS site, hosted in virtual server. For the graph I would like to use Highcharts (  [obscured]  ) or similar. I need a support to set up the entire environment in order to understand the inter-work between Zoho Creator - Wordpress - Highcharts and then continue to develop by myself.. We are at the very beginning and the profit/loss plan is weak/instable. Can Your quote costs for the environment set up ?
Category: Software Application       
Skills: .NET Framework, Java, PHP, WordPress, Zoho Creator       

p****015
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| p****015
|    Italy
Hourly Rate: $15 - $20 / hr   |  Duration: 3-4 weeks  |  Posted: Jun 13, 2015  |  Ends: 9d, 6h  |   19 Proposals
Goal: We are locating skilled professional freelancers who are capable and competent to solve both basic and more advanced Zoho CRM tasks. You are to be skilled enough to be able to read a Scope/Usecase and derive at its requirements. You need to be able to estimate your work and provide Due Dates and Duration per task in the start of your working with us. // Our hiring process is strict and well defined to separate the "fake" low skilled from the higher skilled / higher billable freelancers. b) We are looking to locate 3 persons who have these skills and can work with us to take over workload as we expand our ZoHo practice area. Hiring Process; 1) You should have email & skype so we can assign you a Project Manager whom can interview and test you 2) Following we will contract you here in Elance for a set of small 3-8 hr tasks and see if you can truly complete them in the time you stated you needed If all goes well we will move you in time into the Hourly team ...
Category: Other IT & Programming       
Skills: Zoho Creator Programming, Zoho CRM, ZoHo       

D****sky
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| D****sky
|    United States
Hourly Rate: $15 - $20 / hr   |  Duration: Not Sure  |  Posted: Jun 12, 2015  |  Closed  |   5 Proposals
We are looking for a programmer that has experience integrating Zoho CRM with Quickbooks. We will ONLY hire programmers with a proven record and recent references for work performed in the U.S. Will only hire folks from South or North America, if you are in a different continent/timezone please do not post for this job.
Category: Database Administration       
Skills: Intuit QuickBooks, Zoho Creator, Zoho CRM       

a****csi
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| a****csi
|    United States
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