A reputed organization requires custom configuration and setup of their Zoho software as per documented business requirements. The selected freelancer will be provided with a detailed specifications document outlining the custom fields, workflows, forms and reports required to be developed within Zoho CRM, Projects, Recruit and CLIQ apps as per the client's unique processes.
The project aims to implement complex custom objects, relatonships, calculated fields and roll-up summaries to model the client data appropriately within Zoho's flexible framework. Workflow rules with various criteria and time-triggered actions need to be designed and coded to automate routine tasks. Forms need multifaceted validations along with conditional visibility of sections. Configurable views and dashboards integrating data across modules also require development.
Testing the extensive customizations exhaustively against documented test cases as well as real world usage scenarios is integral. Comprehensive documentation of the solutions developed including screenshots and step-by-step guides for administrators and end-users must be provided. Continuous support and fixes for any bugs arising post-deployment may also be required on a case-to-case basis.
Working closely with stakeholders, the freelancer is expected to thoroughly understand processes, leverage Zoho’s capabilities optimally and deliver a robust customized system catering to all current and foreseeable future requirements of the
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