Urgent Zoho CRM Editing and Reporting
Budget: $15 – $25 USD
PLEASE DO NOT CONTACT US DIRECTLY. WE WILL NOT HIRE YOU IF YOU DO. ALL COMMUNICATIONS MUST BE DONE THROUGH FREELANCER.
We are looking for a freelancer who is experienced in Zoho CRM editing. The job involves making necessary modifications to our existing Zoho CRM system to meet our specific needs. The freelancer should be familiar with the functionality and customization options within Zoho CRM. The responsibilities of this job include updating fields, layouts, and modules, creating custom fields and workflows, and integrating third-party applications. Additionally, the freelancer should have knowledge in data migration, data cleaning, and report generation.
Relevant skills:
- Zoho CRM customization
- Field and layout updates
- Custom field and workflow creation
- Third-party application integration
- Data migration, data cleaning, and report generation
DETAILS OF WHAT'S NEEDED NOW
1. Based on the screenshots auth-error-1.png and auth error-2.png, zoho won’t send an email with aquabluewater.ca email because the domain has not been authenticated. We’d like you to help us authenticate it. We need to have a few emails from aquabluewater.ca authenticated as needed. I can add any code or modify records as needed. Just send me what is needed to do on the site.
3. When you look at current orders, you find 4 orders that went through properly. But these 4 orders have each 2 entries. One order entry shows the right order name but no products. The other entry shows the products ordered but not the right order names. That remained the same even after I’ve confirmed the order. See order named “Wrench” as I’ve confirmed it and still remained with the wrong name. Make sure not to disrupt any of the customizations and systems.
4. We created a new email template to immediately notify anyone who placed an order that we received the order and they’ll receive an email confirmation once the order has been processed and confirmed for delivery. The name of the template is "Order Received but not yet Confirmed or processed”. When that email is sent, it says “Dear Jeff Naylor” on all emails instead of using the FIRST NAME of the client. We need that fixed. I couldn’t fix it. I think it’s because the template says it’s for the “leads” module instead of “orders” module and I don’t know how to change that.
5. The leads in the lead module and the contacts in the contact module now get an email notification 2 days before delivery date so they can place their order. The 2 email templates are called “
a. Leads Reminder Email Before Delivery Date 1.
b. Contacts Reminder Email Before Delivery Date 1
We need these emails to be sent 3 days before delivery date instead of 2 days before. So I went into the rules and change the following rules:
a. Email Notification 3days Before D’date (for contact)
b. Leads Email Notification 3days Before D’date (for leads)
First: I changed the time we send the email from 2 days to 3 days. Please verify that it was done right.
Second: For some reasons, I see that the rule for the email notification to be sent 3 days before delivery date to contacts is turned off. I don’t know if I’m confused about which rule was created to send the notification to contacts 2 days before, but I can’t see any other rule that that would fit that action. Can you verify if it was turned off by mistake. It was not turned off by Gloo. I think it was turned off by the other email programmers.
We are looking for a freelancer who is experienced in Zoho CRM editing. The job involves making necessary modifications to our existing Zoho CRM system to meet our specific needs. The freelancer should be familiar with the functionality and customization options within Zoho CRM. The responsibilities of this job include updating fields, layouts, and modules, creating custom fields and workflows, and integrating third-party applications. Additionally, the freelancer should have knowledge in data migration, data cleaning, and report generation.
Relevant skills:
- Zoho CRM customization
- Field and layout updates
- Custom field and workflow creation
- Third-party application integration
- Data migration, data cleaning, and report generation
DETAILS OF WHAT'S NEEDED NOW
1. Based on the screenshots auth-error-1.png and auth error-2.png, zoho won’t send an email with aquabluewater.ca email because the domain has not been authenticated. We’d like you to help us authenticate it. We need to have a few emails from aquabluewater.ca authenticated as needed. I can add any code or modify records as needed. Just send me what is needed to do on the site.
3. When you look at current orders, you find 4 orders that went through properly. But these 4 orders have each 2 entries. One order entry shows the right order name but no products. The other entry shows the products ordered but not the right order names. That remained the same even after I’ve confirmed the order. See order named “Wrench” as I’ve confirmed it and still remained with the wrong name. Make sure not to disrupt any of the customizations and systems.
4. We created a new email template to immediately notify anyone who placed an order that we received the order and they’ll receive an email confirmation once the order has been processed and confirmed for delivery. The name of the template is "Order Received but not yet Confirmed or processed”. When that email is sent, it says “Dear Jeff Naylor” on all emails instead of using the FIRST NAME of the client. We need that fixed. I couldn’t fix it. I think it’s because the template says it’s for the “leads” module instead of “orders” module and I don’t know how to change that.
5. The leads in the lead module and the contacts in the contact module now get an email notification 2 days before delivery date so they can place their order. The 2 email templates are called “
a. Leads Reminder Email Before Delivery Date 1.
b. Contacts Reminder Email Before Delivery Date 1
We need these emails to be sent 3 days before delivery date instead of 2 days before. So I went into the rules and change the following rules:
a. Email Notification 3days Before D’date (for contact)
b. Leads Email Notification 3days Before D’date (for leads)
First: I changed the time we send the email from 2 days to 3 days. Please verify that it was done right.
Second: For some reasons, I see that the rule for the email notification to be sent 3 days before delivery date to contacts is turned off. I don’t know if I’m confused about which rule was created to send the notification to contacts 2 days before, but I can’t see any other rule that that would fit that action. Can you verify if it was turned off by mistake. It was not turned off by Gloo. I think it was turned off by the other email programmers.