Hi,
I'm building a customer claim module in CRM, to allow my colleague to record product returns from our customer. I came to this solution from the requirements. However I'm currently stuck with the number of fields allowed per record in a subform (max 8 fields, where we need 12).
I'm still looking at other ways to do that. If you have any idea, you are welcome.
- a claim is composed of a document (PDF) listing a header (5 fields) and a number of product claimed.
- each claimed product has it's own set of data (12 fields)
- in the future, the customer could / would do it himself through a web page (very likely)
- in the future, the customer could / would do it electronically through an API (likely, but still far away)
- the product claim is for one department and not the whole organization. Meaning it should not mixed with other data and reports.
I thought using Zoho Desk for that, but the number of claimed product make the process painful and we need to keep the whole claim as one document, but work at each product return level. AFAIK, there is not grouping possible.
I thought of using the CRM Cases module, but same as desk, one case would group sub cases. And the Solution section / module has no point in this case.
I though using a Creator application, but integration with CRM as module is still not working properly, and adding a new record in the subform with so many field is not very friendly. I wish there was a modal windows instead, and workflow / Deluge script was also active.
The current best solution would be my custom CRM module with a higher field limitation in the subform (let's say 16 instead of 8). But is it ? Will Zoho add more fields ?
Thoughts are welcomed :)