Zoho CRM - Zoho Projects
According the the user guide, you can associate a Zoho Project with an Account, Contact or Potential record in Zoho CRM.
How come it's not possible to associate a record with a SalesOrder? Here's an example scenario:
Lets assume I'm an SEO consultant offering several packages.
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How come it's not possible to associate a record with a SalesOrder? Here's an example scenario:
Lets assume I'm an SEO consultant offering several packages.
- Customer chooses a package (in the CRM I attach a new Sales Order to my customer's CRM account record)
- Now I need to manage the SEO process using Zoho Projects.
Using this scenario,
- Wouldn't it make sense for me to be able to associate a project with a sales order?
- The client may choose several SEO packages for their several client's they are web developing for. It would make sense to associate the Sales Order (package they chose) with the Project that is needed to fulfill this order.
Any advice please.
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Building extensions #10: Fetch customized user inputs, store them globally at the app level, and access them across entities
This data storage concept enables you to store data related to your extension for both entity properties and extension properties. In our previous piece, we looked at how to store data for entities using entity properties. In this post, we'll look atBuilding extensions #9: Store, retrieve, and access entity-specific data in widgets using data storage
Data storage - Overview Storing data related to the extension you are working on is essential. It can be saved as key-value pairs for an entity or extension, known as entity and extension properties, respectively. Data can be saved for the following entitiesBuilding extensions #7: Create custom widgets for a simplified end-user experience
Discover the benefits of using widgets! We explored the significance of widgets, prerequisites, and the availability of JS SDK methods as part of our previous post. In this post, let's go over a detailed example of using widgets along with certain ZohoBuilding extensions #6: Custom user interfaces with Widgets
Welcome to our post on Widgets for Zoho Projects! In our last post, we explored the significance of the connections feature, showed how to use it, and provided an example use case. In this article, we'll look at the importance of widgets, another featureBuilding extensions #5: Integrating applications with Zoho Projects through Connections
In our last post, we discussed the essential features that a Zoho Projects extension can provide. Starting with this post andin every subsequent post going forward, we'll go through each of those features in depth, one by one, with an example use case.
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