I am looking to develop an add on to the CRM of Zoho. I am running an Energy Efficiency Program and need to develop Energy Plans for each of my contacts. You can think of these Energy Plans like Exercise Plans that a trainer would design for you at a gym.
These 'Exercise Plans' are designed from a larger list of available 'exercises'. Each exercise has an associated point value and when the trainer selects that exercise to go into the customized contact plan - that point value should also be associated.
The trainer will select a range of exercises for the contact. These exercises will be checked off and completed as time goes on. As these exercises are checked off, the points associated to these exercises should be tallied and associated to that contact.
I need reports showing the status of the plan for each contact as well as reports showing me the aggregated results of all contacts and all of their energy plans.
I have never posted anything like this so please let me know if you need more information.