Zoho CRM - account custom field data be loaded in SalesOrder creation.
Budget: $10 – $30 USD
I am looking for a freelancer who can assist me with loading custom field data into the SalesOrder creation in Zoho CRM.
Custom field data in differente modules are not easy shareable by Zoho Crm.
- Special Tax code - Custom field
- Special Zip code - Custom field
Requirements:
- The custom field data need to appear in the SO creation, so we can have that data available in SO module
- The data should be triggered to load only on order creation.
- I only need assistance with this specific task and not in setting up the entire Zoho CRM.
Ideal Skills and Experience:
- Proficiency in Zoho CRM and its customization features.
- Strong understanding of working with custom fields and data loading in Zoho CRM.
- Experience in creating triggers and automating processes in Zoho CRM.
If you have the necessary skills and experience, please submit your proposal.
Custom field data in differente modules are not easy shareable by Zoho Crm.
- Special Tax code - Custom field
- Special Zip code - Custom field
Requirements:
- The custom field data need to appear in the SO creation, so we can have that data available in SO module
- The data should be triggered to load only on order creation.
- I only need assistance with this specific task and not in setting up the entire Zoho CRM.
Ideal Skills and Experience:
- Proficiency in Zoho CRM and its customization features.
- Strong understanding of working with custom fields and data loading in Zoho CRM.
- Experience in creating triggers and automating processes in Zoho CRM.
If you have the necessary skills and experience, please submit your proposal.