There's been a LOT of talk about B2C in the past I see. I did find
https://www.zoho.com/crm/help/customization/customize-zohocrm-for-b2c.html and it helps.
I have a different idea how this should work for us though. We're a retail window and door dealer.
In my perfect world I simply renamed Accounts to Households (or Properties - either is fine) and figured all would work fine.
Turns out this now requires the Company field (can't edit the name even) to create an Account.
My perfect Company (or Household) name would be - "Street Address, City, Postal Code". I'm trying to avoid salespeople having to enter it manually though.
Is there any way to substitute a Formula field as the Company and then have that used to create the Account Name? (I tried without any luck)
If not would creating a custom module make this possible?
Just looking for a kick in the right direction.
Ron