Hello.
We have built a Zoho system, and now, when trying to implement some features, are running into most basic mind-boggling problems. Our main module is products- we run a school, and products are our courses students take. Everything revolves around the courses- students and teachers are on related lists, but courses are the core.
I have discovered that there are many features that do not work with products-. mailmerge, webmerge, creating standard workflow rules etc etc.
Can someone explain to me pls why is that the case that thsi module is so limited, , and what workaround have people found around it?
We have created a clone - custom module that copies data from the products module so we are able to use mail merge, but it copies data as plain text fields, rather than lookups, so related list are unavailable.
I have considered buildiong a custom module to migrate all the records to it, but then we would be unable to use the invoices function for billing and having an overview of the financials.
Any advice?
Thanks vm,
Kat