Ability to TOTALLY partition a Zoho CRM database
Hi there
The Territory Management capabilities in Zoho CRM are really good, in that we can control record visibility for Accounts, Contacts, Leads etc.
We have a need to go further. We want to create a single CRM database that is shared by multiple firms, each able to see only their firm's records, but I think we have an insurmountable issue. When choosing a record's ownership, we only want firm X to be able to see users who work at that firm. They must not be able to see users who work for other firms.
The reason for having a single database is that we need to be able to do analysis and reporting across multiple firms. We are acting as a central lead generator for them, and will allocate leads based on several parameters. Also, we have some common resource files that we need to update regularly, e.g. product lists, and don't want to have to do that to multiple databases if we had one database for each firm.
Any ideas would be most welcome!
Cheers!