I had hoped that it would one day be possible for Zoho to become more suited to our business based on booking entertainment for various events.
In the years I've been with zoho I had hopes that one day it would be possible to map fields across all CRM modules but why on earth this is not possible is beyond me.
So then some time back you guys came out with workflow rules which sounds great but it really only allows me to create a few field updates and the things hat would really make a difference are only possible if I hire a web developer or someone who can code.
I'd love to be able to click a button on an invoice and have all the custom fields instantly populate the fields in a new event however it doesn't seem possible. I've asked support about this via live chat every now and then and always the same answer - "not possible".
Is there by chance a video that I can view that shows how I would go about creating a workflow that does this?? I've seen the basic video about work flows but it doesn't go into a great amount of detail and there's not a lot I can use to get exactly what I need.
I realize there a lots of different requirements from many different people but surely this is something that would be quite useful to most users of zoho CRM?? At the very least the flexibility to map the
custom fields between invoices and events so that events can populate at the click of a button from the invoice itself.