Hi -
I own a flower shop and place 'reminder calls' to people on the anniversary on previous purchases to get them to buy for mothers day or valentines day.... or whatever.
I wrote a Microsoft access database to track all the calls and the call result. I import sales history from my order system. .
Sooooo...... if I pull my customer, sales and call history over to Zoho, can I create a call list that brings all this data together onto one screen so I can see the history of this customer before I dial their number?
I attached a similar view as my current access database...