Write Function Code for Zoho CRM

Job Description:

I have Zoho CRM and I have two related objects - Accounts and Revenues.

When I create a new revenue record I enter the related Account, Revenue Amount $ and the Payment Date.

I wish to roll up the Revenue from the Revenue Module to the Accounts Module (sum any qualified records).

Qualify the records where…

The Accounts module has two fields called AFC Start Date and AFC End Date.

I want to create a function/trigger when Revenue is created/edited/saved and where the Payment Date is between the AFC Start Date and AFC End Date roll up revenue.

And if AFC Start Date and/or AFC End Date are edited refresh the rolled up calculation.

Taidot: Zoho, Zoho CRM

Tietoa asiakkaasta:
( 1 arvostelu ) Melbourne, Australia

Projektin tunnus: #35884288

19 freelanceria on tarjonnut keskimäärin $501 tähän työhön


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$375 AUD 3 päivässä
(12 arvostelua)

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$280 AUD 2 päivässä
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$500 AUD 7 päivässä
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$750 AUD 21 päivässä
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$720 AUD 10 päivässä
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$500 AUD 5 päivässä
(0 arvostelua)

Hello, I understand that you wish to roll up the revenue from the Revenue Module to the Accounts Module, and to achieve this, we can create a trigger in Zoho CRM that would compare the Payment Date with the Start Date Lisää

$250 AUD 2 päivässä
(0 arvostelua)

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