Module customization for Zoho CRM excel file upload
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€25/hr(approx. $27/hr)
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- Proposals: 5
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- #2509777
- Awarded
Description
Experience Level: Expert
I am looking for a Zoho CRM expert to assist me with some custom modules I am setting up for a client. These two modules consist of a Building Project Module which contains building information, and a Related Roles Module which lists related roles for these projects - eg Architects, Developer, Engineer etc. The data for both these modules is to be imported from an excel file every couple of days.
When we view a Project -we would like to see the related Roles listed below in the Related Area - and also the same for Roles - ie when we see a Role such as an Architectural Firm , we want to see the Projects that architect is linked to.
I have started this customization already but need some more advanced help as I am not an expert in Zoho CRM. This may lead to more work on this project, which could include automatic uploading, and modifying of excel files using macros etc.
When we view a Project -we would like to see the related Roles listed below in the Related Area - and also the same for Roles - ie when we see a Role such as an Architectural Firm , we want to see the Projects that architect is linked to.
I have started this customization already but need some more advanced help as I am not an expert in Zoho CRM. This may lead to more work on this project, which could include automatic uploading, and modifying of excel files using macros etc.
Peter C.
100% (4)Projects Completed
5
Freelancers worked with
3
Projects awarded
29%
Last project
11 Sep 2019
Ireland
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