I am using ZohoCRM to build a business intelligence platform and deliver additional data from an external database. For example for each company listed in the Leads list I need to show related data about patents, publications, and other sources related to the company. This data is currently hosted on a Ubuntu server running Mongo DB.
You may use either approach, please be clear in your proposal. Also view the attached powerpoint fiel to see how the rendered user interface should look. Scalability in the design is not an issue as we are only planning ot have 10-20 concurrent sessions for the forseeable future.
This project will have a first milestone to demostrate the proof-of-concept of the approach and the work will only be done on the Leads list view with the PUBLICATIONS icon and associated data table. If this project is successful, the freelancer will be awarded further work through remaining milestones on extending this functionality to four other tables/icon pairs and the Accounts and Contacts views.
The data sources and associated icons to display are:
1. Scientific publications by a company, stored in PUBLICATIONS table
2. Patents by a company, stored in PATENTS table
3. FInancial disclosures stored in SEC table
4. Employees stored in EMPLOYEES table
5. News items stored in NEWS table
You do not need to do anything to create the database, it already exists with some sample data for testing purposes.
For this project I will grant you temprary access to my Zoho account and log in access to the Ubuntu server console. As stated Mongo DB, Python console, and Docker are already installed. A webserver can also be installed of your choice.
I encourage developers to discuss with me before submitting a proposal. Proposal will be awarded to developers who have experience with Zoho REST API and who can deliver the first milestone in 48-72 hours. For questions, I am best available from 3pm to 11pm Eastern time.