Suljettu

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

fairchance

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$500 AUD 7 päivässä
(145 arvostelua)
7.8
Aman2030

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$500 AUD 3 päivässä
(12 arvostelua)
4.1
suriya33

I am having an in depth knowledge in Zoho Platform. I have worked with Zoho partners and have completed many projects allocated to me. I have suggested numerous workarounds for the cases where default options were not Lisää

$375 AUD 3 päivässä
(12 arvostelua)
4.1
dheerajjshetty19

Hi, We would like to grab this opportunity and will work till you get 100% satisfied with our work. We are an expert team which have many years of experience on Zoho Please come over chat and discuss your requiremen Lisää

$280 AUD 2 päivässä
(3 arvostelua)
3.7
edwarddzi8f

Hi there, I will help you build an automation tool for your Zoho CRM, let me have more details about the project via chat. Thank you

$500 AUD 7 päivässä
(1 arvostelu)
1.7
Creaditech

Hello, I went through your project brief and would love to help you execute your project. I’m a web developer with an experience of more than 7+ years who has created websites that get traction and generate leads. I Lisää

$500 AUD 7 päivässä
(0 arvostelua)
0.0
AITSoft

Hello there, How are you doing? Just saw your project posted. I have good experience with Zoho CRM and Zoho. I read the brief details and I felt I could help you with it. Lets start the chat and discuss it in detail. Lisää

$750 AUD 21 päivässä
(0 arvostelua)
0.0
rexzetsolutions

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$600 AUD 2 päivässä
(0 arvostelua)
0.0
rohanpitre06

Full-Stack Developer with over 6+ years of working experience. Being an experienced and knowledgeable Full Stack developer, mastering almost all PHP and JS frameworks and languages, in coding and managing databases, I Lisää

$720 AUD 10 päivässä
(0 arvostelua)
0.0
abelmonzon

Dear Sir, I saw Your Project for Zoho CRM Expert. I am expert with Zoho CRM, Suite CRM, SugarCRM CE/PRO/Sugar 7(on Demand and on Site)/SuiteCRM and completed 75+ CRM implementation , customization, Integration, Data Lisää

$500 AUD 5 päivässä
(0 arvostelua)
0.0
SoftdevIndia21

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)
0.0
GungJaya94

Hi,my name is Gung Jaya. I have 2+ years of working experience in Zoho One Apps for Australian Companies. During the 2 years, I have helped so many companies implement Zoho One Apps in their business, either as an empl Lisää

$250 AUD 7 päivässä
(0 arvostelua)
0.0