We have started the development of an app in ZOHO creator for use in our company, however have run out of time to complete! What we need doing to finish the customer portal which is being used for Task management, financial snapshot reports and meeting management:
- setup dashboard
- ensure customers can only see their own records
- setup multi licence access (admin, consultants, customers)
- setup reports which can be printed to PDF
- setup automation of reports being emailed to customers
- setup automation of update requests being emailed to customers and consultants
Attached is some doucmnetation which may help you understand what we are looking for...
- workflow (overview of how the reporting is to work)
- overview of the home page & fiancial snapshot page
The meeting management can come at a later date, the critical thing we need completed now is the financial snapshot reporting.
19 freelancer đang chào giá trung bình $622 cho công việc này
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