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Zoho Creator App Completion

Published on the April 25, 2019 in IT & Programming

About this project

Open

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.

Category IT & Programming
Subcategory Web development
What is the scope of the project? Medium-sized change
Is this a project or a position? Project
I currently have I have specifications
Required availability As needed
API Integrations Other (Other APIs)
Roles needed Developer

Delivery term: Not specified

Skills needed