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Zoho...CRM and Books organizational hierarchy.

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.

Квалификация: CRM, Excel, PHP, Salesforce.com, Zoho

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О работодателе:
( 13 отзыв(-а, -ов) ) WESTMINSTER, United States

ID проекта: #16768643

Поручен:

fairchance

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 / час
(57 отзывов(-а))
6.2

17 фрилансеров(-а) в среднем готовы выполнить эту работу за $21/час

KESHAVINFOTECH

Hi There, Thanks for your valuable time. :-) Please check below points : 1. I need to focus on the organizational hierarchy. Account Managers should only see and have access to their leads, contacts, accounts, Больше

$25 USD / час
(647 отзывов(-а))
8.6
marketingmindz

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 / час
(113 отзывов(-а))
8.3
fullymagento

Hello, Hope you are doing Great!! I have seen your requirement of CRM and analyze your description and i just want to inform you that we have develop many CRM applications, so please come for the further discussi Больше

$27 USD / час
(82 отзывов(-а))
7.4
otssols

Hi, We are going through the details of your requirement of your CRM, As you mentioned like accounted, regional manager sales team should have access of their concerned details only and admin should have all the de Больше

$20 USD / час
(34 отзывов(-а))
7.8
itpathsolutions

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 Больше

$22 USD / час
(32 отзывов(-а))
6.2
Lavlu

Hello Sir, Please check our portfolio: [login to view URL] We have developed many custom CRM Systems for our clients and we can show you that for trust factor. I have few question related to the requirements and want Больше

$22 USD / час
(33 отзывов(-а))
6.9
hawkscodeau

Hello Dear, Hope you are doing well!!! I am Simon B. from Australia Having 8+ yrs of experience in web development and designing I am good in : Technology stack: Front End: HTML, CSS, Angular JS, React JS, j Больше

$20 USD / час
(12 отзывов(-а))
6.1
tangramua

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, devel Больше

$20 USD / час
(27 отзывов(-а))
6.0
Solitare123

Hello Hiring manager, I have carefully read your job description and I am very confident to accomplish all this task with taking care of all of your requirements. I am expert in Zoho crm module development,Customiz Больше

$22 USD / час
(24 отзывов(-а))
5.9
tgshakthi

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 Log Больше

$22 USD / час
(11 отзывов(-а))
4.1
pradeepdwivedi90

dear sir I can do make all restriction of crms Please connect me so we can discuss that i need to develop the crm from scratch or only to change Permission i have more than 15 years of experience in making web appl Больше

$22 USD / час
(4 отзывов(-а))
3.4
TTSL

Greetings! Proper Communication and a small samples before starting a work is the most important key to complete the project successfully , since its the most important parameter it has to be easy and clear. For thi Больше

$15 USD / час
(17 отзывов(-а))
3.6
syscraft8avi

Greetings, To introduce ourselves we are an established IT Service provider based in India with a team strength of 80+ and experience of 15+ years in the industry. Based on your description of the project we can deli Больше

$22 USD / час
(2 отзывов(-а))
3.1
nubeorbsolutions

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 / час
(1 отзыв)
1.2
saleemshahid1981

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 q Больше

$16 USD / час
(0 отзывов(-а))
0.0
wisethink333

Hi, We as a WiseThink are an associate partner of ZOHO and we have an expert team with more than 5+ Years of Zoho. We have expertise in all Zoho Products like Zoho Creator, Zoho One, Zoho CRM, Zoho CRM Pus, Zoho Rec Больше

$20 USD / час
(1 отзыв)
0.0