Zoho Creator
Budget: $200 – $500 AUD
I am looking to edit an existing application on ZOHO creator. The current software relates to debt recovery claims, and I need assistance for the following:
• To remove / hide existing forms, reports and scripts which are no longer needed or necessary (I will let you know separately which ones are no longer needed).
• Update the current scripts so they work with what I need i.e., emails being sent to new addresses / automation etc.
• Create a portal for clients who are signing up with my company (this will allow them access to a dashboard and their own files with live updates as my team and I are working on them). This portal will also allow the clients to upload documents and see notes etc.
• Create a dashboard with all the relevant and important information (I will provide this later).
• Create a separate link / host where the clients can complete the claim forms digitally (the form has already been completed, it needs some slight edits with scripts and the content).
• To update the application to the newest ZOHO Creator.
• I would also like to add new forms and reports to the current application.
• I would also like to link the current application of zoho to my actionstep application (e.g., when we create a file on zoho it creates a file on actionstep with all the relevant details and reference number).
• I would also like to create further automation in the current system and would like your assistance with this.
Please let me know if you are able to complete this and the estimated timeframe you expect it will take.
Look forward to hearing from you soon. Thank you.
• To remove / hide existing forms, reports and scripts which are no longer needed or necessary (I will let you know separately which ones are no longer needed).
• Update the current scripts so they work with what I need i.e., emails being sent to new addresses / automation etc.
• Create a portal for clients who are signing up with my company (this will allow them access to a dashboard and their own files with live updates as my team and I are working on them). This portal will also allow the clients to upload documents and see notes etc.
• Create a dashboard with all the relevant and important information (I will provide this later).
• Create a separate link / host where the clients can complete the claim forms digitally (the form has already been completed, it needs some slight edits with scripts and the content).
• To update the application to the newest ZOHO Creator.
• I would also like to add new forms and reports to the current application.
• I would also like to link the current application of zoho to my actionstep application (e.g., when we create a file on zoho it creates a file on actionstep with all the relevant details and reference number).
• I would also like to create further automation in the current system and would like your assistance with this.
Please let me know if you are able to complete this and the estimated timeframe you expect it will take.
Look forward to hearing from you soon. Thank you.