I've been working with Zoho CRM for about a month now and am quite frustrated with the lack of integration between Contact and Account records. Perhaps someone can tell me a better way.
We are a software VAR and as such, we need to contact our clients through a variety of querys. For example, At the Account level, I'm able to add what Products the client owns. However, I can't create a query (or figure out how) that will select contacts for a blast where certain Products are owned. Our consultant wants to write a script that copies the data from Account to Contact which just seems unnecessary to me if there was tighter integration.
I'm open to suggestions on accomplishing this type of task. Perhaps I've missed something?
Thanks in advance for any suggestions.
Michael