Dissapointment: Projects and CRM
I just don't understand how this feature isn't available. We are consultants in large long term construction projects. Our Projects are being set up in Zoho so the Tasks match Construction Contracts broken down into sections. The Project Manager would divide the contract amount across all tasks at his discretion. We bill our clients incrementally based on the percentage of each Task that is complete.
For example, Task #1 Site Evaluation may be two visits several months apart. After the first visit, we would bill 50% for that task amount only. Regularly monthly visits may include percentages of 1 or 5-6 different tasks, totalled for the monthly bill for that project.
What I need to do is be able to send the data from Project to Books, or use Books and draw the data from Project directly. Creating an invoice from scratch doesn't improve our process at all.
I am looking for some ideas on how to accomplish this. Maybe through the CRM, or through the Deal module? There must be a method to doing this.
I'm a little pissed at Zoho. They just said "sorry to dissappoing you, We cannot do this."
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Automation Series: Auto-create Dependent Task on Status Change
In Zoho Projects, you can automatically create and assign a dependent task when a task’s status is updated. This helps teams stay aligned, ensures reviews happen on time, and reduces manual effort. In this post, we’ll walk through an easy setup usingTime Log Reminder
Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keepIntroducing the Zoho Projects Learning Space
Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,Update on V2 API End-of-Life Timeline
Dear Users, Earlier this year, we shared the launch of the V3 APIs and requested users to migrate from the older V2 APIs by December 2025. We have received valuable feedback from our users and partners regarding their migration timelines. We are happyAutomation Series: Auto-update Phase Status
Hello Folks! You can auto-update your phase's status based on status of underlying tasks using custom functions. In this series, we will showcase how to create and run custom functions, using Deluge, with ease. Follow the steps below and automate your
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