Hi there,

I've just started playing on a trial account & wanted to check and see if the functionality our company needs is available before signing up to an ongoing account.

We presently use an in house system written in access to store all of our sales & stock information.

My end goal with zoho crm would be to be able to open the "accounts" tab, select an account and possible within the "sales orders" panel, display the customers last 10 sales. My question is can i pull that sales info out of the access database?

I've tried uploading/migrating some test data to zoho records using the migration tool however the data in one of the 3 tables i'm uploading seems to all get pushed into one column within the table. If i upload the same database to zoho creator, all the information appears perfectly. I realise i'm limited to 2000 entries but i'm well below this. Is there a bug in the Migration program?

Secondly, if i can get all the data into zoho records correctly, once a user opens an account from the accounts tab, can i have a panel, possibly the "sales orders" panel auto populate with data from our access database? It would involve running a search in multiple tables within the database, matching the customer ID, & calculating the sum for each order.

Is this a possibility & if so, could you offer any advice on which Zoho package we would need to purchase to make this work and or provide any advice on the best way to proceed?

Many thank in advance!

Tony.