Hi,
I'm currently working with a client, who's looking to administrate his hotel & resort with Zoho CRM.
The system is mostly defined. The problem is the products module.
My client has 3 types of products (Services, actually):
- Activities
- Transports
- Rentals
Activities and transports are easy to administrate. Problem is with rentals.
A rental can be either an Accommodation (The whole section of the hotel), a building (A house or a building), and rooms.
I need all 3 of them (Accommodations, buildings, and rooms) in the products (Services) module, because I need to be able to add them to quotes, S.O., and invoices.
I'm currently using layout rules to define what fields will be visible/mandatory, according to the type of service selected.
The Problem
Rentals have to be linked to customers who play the "Tenants" roles, including their check ins/outs for each rental. There's 2 days to do this that I know of:
1. Subforms (Including the lookup field to the customer, and then the rest).
2. Linking modules (Since I can put all the info about check ins etc in them).
Then I need to be able to add new rentals from a creator form, so I need to do this via API.
I found that Creator functions cannot add linking records to CRM modules.
I still need to try with subforms. Problem with subforms is that they cannot be hidden with layout rules.
Do you have any advice?
I have to say, if Zoho allowed heritage and creation of sub-modules (For example having different modules for products, with different related lists and all), it would help so much.
Right now I'm forced to make the products share all the same related lists, even though they shouldn't (For example, a Room service shouldn't have a related list called (Buildings).
Thanks, Christopher.