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Zoho...CRM and Books organizational hierarchy.

$15-25 USD / hour

Terminado
Publicado hace alrededor de 6 años

$15-25 USD / hour

I need to focus on the organizational hierarchy. Account Managers should only see and have access to their leads, contacts, accounts, and deals. In Books, they should only see sales orders and invoices of their accounts. As for Regional Managers, they should only see the information of the Account Managers directly below them. In Books, they should only see invoices and sales orders of the Account Managers below them also. Currently, a regional manager can see all the information from all the Account Managers. Also, in Books, the Regional Manager sees all transactions, including Purchase Orders and Item costs.....I don't want them to see any of that information as it is only for the Administrators to see.
ID del proyecto: 16768643

Información sobre el proyecto

15 propuestas
Proyecto remoto
Activo hace 6 años

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Hi Sir, How are you? Hope you will be fine and enjoying good health. I have got invitation now and applying. Kindly approve the bid and deposit milestone payment. Thank you Shehbaz H.
$22 USD en 10 días
5,0 (85 comentarios)
7,0
7,0
15 freelancers están ofertando un promedio de $21 USD /hora por este trabajo
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Can you share access to your already developed CRM? Can you share list of requirements? We've 5+ years of experience in CRM development. Please initiate chat to discuss further. Thank you
$15 USD en 40 días
4,8 (113 comentarios)
8,3
8,3
Avatar del usuario
Hello Our team can develop a hierarchy access permission in you crm system. We have customized a crm system for our needs and we have similiar hierarchy: system admins have access to the majority queues, developers to other queues, etc. We have possibility to permit/restrict access to a definite user or to a group of users. We have a great experience in CRM integration. Moreover, we have developed a CRM for our needs on basis of Sugar CRM. Our main specialization is LAMP stack of technologies (Linux, Apache, MySQL, PHP) but our developers have experience with Python, Node.js and javascript ES6. Our team has valuable experience in outsourced software development and managing servers and networks. If you choose our team, You will find reliable partner with prompt and good communication as well as skilled management. If you are interested in my proposal or at least you want to discuss some points, please, contact me in a chat. Kind regards.
$20 USD en 40 días
4,9 (69 comentarios)
7,2
7,2
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Yes , we can help you. Our abilities : - CMS : Wordpress, Joomla, Drupal - PHP Frameworks: CakePHP, Core PHP, CodeIgniter, Zend, Symfony - eCommerce: Magento, Woocommerce, OScommerce, WordPress estore - Back end: MySql, SQL server - CRM, Angular.js, node.js, Bootstrap, Larvel, MVC, - ASP, Javascript, Jquery, CSS3, HTML5, AJAX,J2EE , JSON,XML, XSLT - Web Service,WCF Service, AWS, RestFul API Integration and implementation - Can do any type of easy or complex work in WordPress in any theme or template or customised - Convert PSD to WordPress, integrate with any theme in WP - Can develop new website, theme/template - Can develop fully customized website, theme/template - Can develop eCommerce/online store in woo commerce, wordpress e-store, customized store - Can develop plugin theme based and customized also. - Can fix any issue and can do tweaking in wordpress Can we discuss more about requirement ?
$22 USD en 40 días
4,8 (32 comentarios)
6,2
6,2
Avatar del usuario
Hi, It is possible if we can setup something called Designations and roles . Roles are what played by the person to the company and the Designation is what is his rights on that role. So if a Front office Logs in, he is a Staff and has limited rights and access to screens , suppose a Biochemist logs in, he can see only the Reports from that Department, but if a Lab Manager logs in, he can see all his departments Similarly we can setup filters and restrictions based on designations and roles, I have also wored on ZOHO and can implement the same, Please buzz when possible and can tell you how to do it also Looking forward for your reply, Best regards, Shakthi
$22 USD en 40 días
4,6 (11 comentarios)
4,1
4,1
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hello as per i read your job description you need a Zoho...CRM and Books organizational hierarchy. we have a good team of the CRM works and zoho. thank you nubeorb
$22 USD en 40 días
4,4 (1 comentario)
1,2
1,2
Avatar del usuario
Hi, This is saleem Shahid. I a professional accountant working in the field for last 12 years. I am an associate member of a professional accounting body PIPFA (Pakistan Institute of Public Finance Accountants) and qualified MBA majors Finance and Banking. My specialization is bookkeeping, accounts receivable and payable management, bank reconciliations, accounts reconciliations, accounts finalization, financial statements preparation etc. I have experience of using QuickBooks, Wave accounting and Xero of 3 years for different clients in local market. Looking at your requirements and my skills and knowledge I feel that I can be a right person for this job. I look forward for an interview to further discuss this job and complete it as per your requirements. Regards, Seleem Shahid
$16 USD en 40 días
0,0 (0 comentarios)
0,0
0,0

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Bandera de UNITED STATES
Westminster, United States
5,0
13
Forma de pago verificada
Miembro desde feb 6, 2018

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