I would like to hire a CRM Developer - very small project

Closed Posted 5 years ago Paid on delivery
Closed Paid on delivery

I have had a CRM solution created for us, but would like to make a few small minor adjustments / tweaks to the finished software. However I don't know how to do this and the original developer doesn't reply to messages / emails. So I just want to hire someone else for a few hours to do this work for us. It is not difficult or time consuming.

The tweaks required are:

- Fix the sync with Xero accounting software which has stopped working (probably because we have changed the Xero password). Also update the sync settings to reflect my preferred default settings when invoices are imported from Zoho into Xero.

- Figure out how to archive "tours" that are past tense (we use the CRM software to manage our travel tour products). I need some way for the software to automatically "archive" tours that have been completed (ie tours dated prior to today's date) so that they don't show in the upcoming tours listing at the top.

- Remove a double up module within the database, which currently shows "Customer Bookings" as well as "Bookings" - yet both sets of data are exactly the same. I'm not sure why we have both but it is confusing.

I can explain all of this better with screen clips showing exactly what I'm after. But its not complicated. There may be a few other small adjustments required, but I think that's mostly all that is required.

CRM

Project ID: #17010496

About the project

7 proposals Remote project Active 5 years ago

7 freelancers are bidding on average $208 for this job

yaminisurender

Personal Details: My name is Yamini and I am an Indian based Zoho Certified Consultant. I love Zoho and I have five years of extensive experience in Zoho Products. I have done customization, automation and integratio More

$222 NZD in 3 days
(18 Reviews)
4.9
aaravkiku

Hello, I will develop your application/software according to your requirement, So can you come online and lets discuss about the work!, Also we are available for start the work now and provide best to best soluti More

$155 NZD in 3 days
(0 Reviews)
0.0
hungvotan

with 10 years experience in Wordpress, PHP, Woocommerce, SEO. I can help you finish projects which you probose. we can communicate each other easily. we had several year 's experience in this area. set your min More

$222 NZD in 3 days
(0 Reviews)
0.0
sunilbhardwaj10

Hi , I have an experience of 5 years in CRM which makes me an ideal candidate for this proposal. I would welcome the chance to speak to you sometime on this. Regards, Sunil Bhardwaj +91-9953651121

$222 NZD in 3 days
(0 Reviews)
0.0
deepthivaidehi

Please lete know the exact requirement based on that this nay be negotiable

$233 NZD in 5 days
(0 Reviews)
0.0