Zoho Creator Jobs

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Hourly - Expert ($$$) - Est. Time: Less than 1 month, Less than 10 hrs/week - Posted
We are using different manual procedures to complete multiple tasks within a pharmacy. I would like to combine everything into a single solution. Below is what is required: FOR PATIENTS 1. Patient Profiles: Contacts, medical conditions, drug details 2. Record Keeping To be used to attach and store specific patient related documents and forms. Also have ability to store blank forms and allow patient to complete digitally. 3. Deliveries Ability to -build routes automatically -capture digital signatures upon delivery. 4. Schedule Similar to a calendar....Dates of when meds given/delivered. Next delivery date. Prescription expiry date. Patient Birthdays etc.. 5. Reminders System to automatically send text or call to remind patient to take medication. 6. Communication -To do list to be automatically generated from Schedule and ability to also add other tasks and prioritize as needed. -Communication Log and tool for employees. -Ability to communicate with patients and others(Drs.) via text, phone and fax.(integrate with ring central) AND log interactions. 7. Reports Patient list Preparation list etc., **Would like solution be linked with our pharmacy dispensing software or share screen within.. **want everything scanned to use OCR technology to be searchable
Skills: Zoho Creator CRM FileMaker Salesforce App Development
Hourly - Entry Level ($) - Est. Time: 3 to 6 months, 10-30 hrs/week - Posted
We are just looking at setting up zoho for our CRM to include Zoho, CRM, Books, inventory and creator. We are working on buolding our apps but need help with API's Webhooks and general implementation.
Skills: Zoho Creator Zoho CRM
Hourly - Entry Level ($) - Est. Time: Less than 1 week, Less than 10 hrs/week - Posted
I'm looking for an experienced Zoho Creator developer to help me build an app. I have prepared a detailed document explaining the app logic and workflow. I can share more information in the interview, so you get an idea of the project size and complexity.
Skills: Zoho Creator
Fixed-Price - Intermediate ($$) - Est. Budget: $100 - Posted
I am would like to create a CRM application in Zoho, Podio, or any another software application with internet and mobile phone access. Choice of application is based on ability to meet specifications and lowest cost for 3 users. We have 3 workers including 1 in a call center and 2 remote property managers. The call center worker takes phone calls from callers and enters data into a form with fields for First Name, Last Name, Phone Number, Desired Move Date, Desired Number of Bedrooms, Checkbox for Cats, Checkbox for Dogs, and Property Name. Once form is entered the caller is assigned status of "prospect." During the call, the call center asks if the caller would like to schedule an appointment. If yes, another form is created with fields for date, time, and email (for confirmation). When the details are saved, an alert is sent to one if the two property managers, and the status is changed to "Scheduled." If the caller is not interested, the status is changed to "closed" or if the caller may be interested in a future, the status is changed to "follow up." If an appointment is scheduled, the caller meets with the local manager and views a rental home. After the viewing the caller is not interested and status changes to "closed," or is interested and a new form is completed. As the form is completed, the status changes to “applicant.” Form fields include Yes or No interest, checkbox for application received, checkbox for application fee received, and any concerns. If checkbox indicates the prospect is interested, an alert is sent to the call center to initiate a background check. Reporting is necessary to show all calls, all appointments (name, time, date, and property), all interested prospects, and any follow ups.
Skills: Zoho Creator Podio Zoho CRM
Fixed-Price - Intermediate ($$) - Est. Budget: $50 - Posted
We have a need to come up with reports for an activecampaign client. We need to determine the feasabilty of using ActiveCampaign (current or beta CRM version) to get some of this data out in a reasonable fashion. We will add the client's fields but need to figure out the best approach to report. Can be via Zapier, API, Zoho Reports or some other tools. We need someone to create a solution (preferably off the shelf) for a very reasonable cost. CRM will be adding reporting some point but I cannot wait. Attached is wishlists from client. We are really NOT looking to switch CRM unless we absolutely have to. The CRM is fine, just the reporting is BAD. SAMPLE Reports Required: Leads by source (Referral Source) Leads by Month (Date) Leads by Tags: No Engage, No Contact Leads by Office Visit - no engagement Leads by Appt Date Budget is there only as a placeholder!
Skills: Zoho Creator ActiveCampaign API Development xml web services
Fixed-Price - Intermediate ($$) - Est. Budget: $70 - Posted
I need simple customizations in Zoho Recruit - you should have previously worked in Zoho Recruit and be able to let me know the level of difficulty of each task. Please quote each task with turnaround time and a fee: One-on-one session to explain how to customize main Candidates page and add or remove certain "columns" – Customization on “Candidates” view altogether Adding a list of all Job Titles – would you need a ready list from us or you have one? OR Add-on option for free text on Current Title when using "New Candidate" Candidates Search/Clients Layout Optimization Double entries – automatic recognition of existing email
Skills: Zoho Creator
Fixed-Price - Expert ($$$) - Est. Budget: $60 - Posted
Hi I am looking to hire someone who can write some simple deluge scripts in Zohos custom functions for me. They need to have experience with Zoho CRM. I initially had some created to update a field to a score in the event module based on the criteria entered into the event. This is what I had it wrtitten for below. This issue I have now is that I now need to calculate KPI scores for any call that is logged in the CRM and award 5 points for each call depending on the call owner that made it. This all needs to tie in with the existing KPI reporting on events. I am really looking for a way and have it done to have these all calculated together and be able to show it correctly on the same report. Here is the if, then statement / rule: On creation of event, If Meeting Type = Presentation (E) and NDM Present = Paul then set Paul KPI = 25 If Meeting Type = Presentation (E) and NDM Present = Scott then set Scott KPI = 25 If Meeting Type = Presentation (E) and NDM Present contains Chris then set Chris KPI = 25 If Meeting Type = Presentation (E) and NDM Present = Paul & Scott then set Paul KPI = 25 and Scott KPI = 25 If Meeting Type = Face to Face and NDM Present = Paul then set Paul KPI = 10 If Meeting Type = Face to Face and NDM Present = Scott then set Paul KPI = 10 If Meeting Type = Face to Face and NDM Present contains Chris then set Chris KPI = 10 If Meeting Type = Face to Face and NDM Present = Paul & Scott then set Paul KPI = 10 and Scott KPI = 10 If Meeting Type = Initial Meeting (Lead) and NDM Present = Paul then set Paul KPI = 10 If Meeting Type = Initial Meeting (Lead) and NDM Present = Scott then set Paul KPI = 10 If Meeting Type = Initial Meeting (Lead) and NDM Present contains Chris then set Chris KPI = 10 If Meeting Type = Initial Meeting (Lead) and NDM Present = Paul & Scott then set Paul KPI = 10 and Scott KPI = 10 If Meeting Type = Cold Canvas and NDM Present = Paul then set Paul KPI = 5 If Meeting Type = Cold Canvas and NDM Present = Scott then set Paul KPI = 5 If Meeting Type = Cold Canvas and NDM Present contains Chris then set Chris KPI = 5 If Meeting Type = Cold Canvas and NDM Present = Paul & Scott then set Paul KPI = 5 and Scott KPI = 5 If Meeting Type = Telephone Connection w/prospect and NDM Present = Paul then set Paul KPI = 5 If Meeting Type = Telephone Connection w/prospect and NDM Present = Scott then set Paul KPI = 5 If Meeting Type = Telephone Connection w/prospect and NDM Present contains Chris then set Chris KPI = 5 If Meeting Type = Telephone Connection w/prospect and NDM Present = Paul & Scott then set Paul KPI = 5 and Scott KPI = 5
Skills: Zoho Creator Scripting