This is a one time job as a "test" to see to start an ongoing bigger project. This "test" we are looking to create a macro button in Zoho CRM that would allow all the same functions that exist in the CRM for functions like sending email, add a tag, remove tag, etc send mass email to search results contacts related to properties. So, for example, we have a module for real estate property, each property has related contacts of which we want to be able to apply the same functionality of the contacts module but from the search results of the properties search.
We are looking for customizing our Zoho 40+ ap suite to our needs in real estate
Initially, we will do small things as a test to see how the relationship is working but it’s part of a longer project and possibly full time
Initially, we would like to see if there is a way to change the background colors of the Zoho CRM. Want to use black and text color of gold or white something contrasting
We also would like to have PDF documents uploaded in the Zoho system and fields from the CRM Contacts, for example, autopoluate a few fields so that you can mail merge and send out for digital signature
This is one document we would like to do to start. Don't need you to do all the fields just basic fields, to begin with, I can add the other ones just need it properly setup:
We later want to get into more things like Buyer and seller matching
Wanted to also see if you have access to the “what’s new” for 2018 like the new canvas feature
This job was posted on a mobile device, so please pardon any typos or any missing details.
I am willing to pay higher rates for the most experienced freelancers