Is there a way to assign a client to a project with out giving them access to the project and able to select a client company from our CRM Accounts.

Let me explain our scenario:

We provide on job support for the consultants working in US on hourly basis. We have the temporary Developers or freelancers who help our consultants in US to clear the issues faced in their jobs. I want my employee to update the daily tasks freelancers work on the tasks given by the Consultants to the Freelancers on a daily basis.

Please consider the various scenarios we face during this business process. Kindly suggest how we can use the Zoho Projects in solving this business process.

1) Need to identify and maintain all the details related to the Consultant and Freelancer who works for that particular project. If we want need to give access to the developers / consultants to the projects they are assigned to . Please suggest how we need to assign them either to portal / client users.

2) Projects start date is based on the consultants project start date. Based on the start date we need to automate the payment process by sending the payment reminder either when they consumed 50% of the committed hours or 15 days of the start date, which ever condition satisfied at the earliest.

3) Zoho Projects should be integrated with the Books so that Accountant will followup regarding the payments to be received and paid to the freelancers.

4) We expect that we maintain the consultants as Contacts and Freelancers as Vendors in Zoho CRM

5) When I have integrated the Zoho Books, Zoho CRM & Zoho Projects - the sync is taking much time between the 3 modules . When I want to create an invoice from the Zoho Projects it is asking to add a Client Company and It makes sense if it is connected to Contacts & Accounts.

Can someone help me how to use the Zoho Projects in mapping the business scenario.

Is there a way to assign a client to a project with out giving them access to the project or creating an account. Can you confirm if there is a way to be able to select a Client Company from our CRM Accounts list or a workaround for resolving this.

Thank you

Pavan

Access your files securely from anywhere

Zoho Developer Community

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Tout forum

France ZUGs

Zoho SalesIQ Resources

Topic Participants
pavan
Emmanuel Benoit
Monica P

Sticky Posts
Tip: How to print the Gantt View
Though we move from the traditional project management system (using papers) to an online project management system, we still prefer to have a printed copy of the activities/tasks that are to be done in the project. This way, we can carry the to-do lists with us for the meetings and refer when we are offline. The print option, available at the right side of the page, allows the users to print the project information across all the modules. However, this option failed to print all the tasks & milestones
Project Management via Emails in Zoho Projects
We write mails to communicate. In Zoho Projects, we can write mails to collaborate. Yes, Zoho Projects supports Email based project management. The mails that you send turn into tasks, bugs, project comments, forum replies, etc. The following are some of the frequently asked questions that might be of some help to you. What are the pre-requisites to manage my projects through Emails? You need to have a personal / business mail ID that is registered and confirmed with accounts.zoho.com To learn more
Four types of task dependencies
"Nothing is particularly hard if you divide it into small jobs." - Henry Ford Projects, small or large, are driven by simple work units called tasks. Monitoring standalone tasks might look simple but as the workflow becomes elaborate, tasks may start relying on one another. In project management, this relationship between tasks is termed as "Task Dependencies". Dependency between tasks arise
Task and Project numbering
Zoho Projects now generates a unique number for each project, task, and issue added. The auto-generated ID is a combination of a prefix and a number which is assigned by Zoho Projects. The unique IDs for projects, tasks, and issues will be useful to track, identify, and search easily. You can modify the settings to enable or disable the Project and Task IDs. Learn more on how to modify Prefix & ID settings for projects and tasks. Issue IDs cannot be disabled, only its prefix can be changed (tasks
Task Inline Editing Enhancement
Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.