A Zoho CRM expert or developer
- or -
Post a project like this3587
£12/hr(approx. $15/hr)
- Posted:
- Proposals: 4
- Remote
- #503959
- Awarded
Description
Experience Level: Intermediate
General information for the business: We manufacture wooden play equipment
Kind of development: Customization of existing program
Description of requirements/functionality: We currently use Zoho CRM and we wish to improve and develop our use of the software, we are looking for someone to work with us on the following:
Basics - Page layout of existing templates, we are finding that it cuts off information at the bottom of pages/where it goes to 2 pages. Our customers advise they have problems opening the invoices when emailed and when they can it does not print on their paper it appears it prints over margins and information is cut off.
More advanced - We want to use the system to more effectively generate and manage our production process. At present we receive orders by email c.10 per day which each have to be manually printed and entered on to Zoho, we want to try and streamline this system.
When we produce a quote and convert to sales order and invoice, if we have to make any amendments such as to the quote, this information does not automatically cascade through to the sales order and invoice, thus leading to some errors.
There are a few of our current development areas.
Specific technologies required: Zoho CRM knowledge
Extra notes:
Kind of development: Customization of existing program
Description of requirements/functionality: We currently use Zoho CRM and we wish to improve and develop our use of the software, we are looking for someone to work with us on the following:
Basics - Page layout of existing templates, we are finding that it cuts off information at the bottom of pages/where it goes to 2 pages. Our customers advise they have problems opening the invoices when emailed and when they can it does not print on their paper it appears it prints over margins and information is cut off.
More advanced - We want to use the system to more effectively generate and manage our production process. At present we receive orders by email c.10 per day which each have to be manually printed and entered on to Zoho, we want to try and streamline this system.
When we produce a quote and convert to sales order and invoice, if we have to make any amendments such as to the quote, this information does not automatically cascade through to the sales order and invoice, thus leading to some errors.
There are a few of our current development areas.
Specific technologies required: Zoho CRM knowledge
Extra notes:
Simon W.
100% (3)Projects Completed
3
Freelancers worked with
3
Projects awarded
43%
Last project
28 Apr 2017
United Kingdom
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