Zoho CRM - account custom field data be loaded in SalesOrder creation.
$10-30 USD
Paid on delivery
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.
Project ID: #37331304
About the project
Awarded to:
Buen día. Soy consultor Zoho especializado en CRM y Automatización con Deluge Script, el lenguaje de programación de Zoho. Leí sus requerimientos y me resulta sencillo de utilizar. Parece ser una tarea sencilla de 1 o More
11 freelancers are bidding on average $28 for this job
Hello there, Hope you are doing well! I just went through the requirement and it seems like you are looking for a freelancer who can assist you with loading custom field data into the SalesOrder creation in Zoho CRM More
Hello, my name is Humaira and I am excited to learn more about your project and help you with your custom field data loading in Zoho CRM. With over 8 years of experience in Zoho CRM and its customization features, as w More
GooD DaY ! My services: (a) Zoho CRM custom functions development (b) Zoho CRM blueprints and workflows setup (c) Zoho CRM API development (d) Zoho CRM integration with Shipstation, TypeForms, Bexio, Quickbooks, W More
Being a Zoho One developer I work mostly on CRM customizations and integrations. Being a part of a sales driven environment, my expertise would come handy for you in realizing your requirements.
