Customers
What is a Company in Zoho FSM?
In Zoho FSM, a Company represents a business entity or organisation (e.g., Greenfield Services Inc.) that your business provides services to. It serves as a record to which multiple Contacts can be linked. This means that several individuals (e.g., ...
How do I create a Company in Zoho FSM?
To create a Company in Zoho FSM: Go to Customers > Companies. Click the Create button. Fill in the required Company Details: Account Name Website Email Phone Mobile Account Type Currency (only if multi-currency is enabled) Enter the Address Details: ...
How do I create a Contact record?
To create a Company in Zoho FSM: Go to Customers > Companies. Click the Create button. Fill in the required Company Details: Account Name Website Email Phone Mobile Account Type Currency (only if multi-currency is enabled) Enter the Address Details: ...
How do I associate a Contact with the Company?
You can associate a Contact with a Company either while creating the Contact or by editing the Contact later. While Creating a Contact: In the Company field, select the Company from the drop-down list. To Add the Company later: Open the Contact ...
Can I link existing Contacts to a Company?
Yes, you can link an existing Contact to a Company. To Add the Company: Open the Contact record. Click Edit. In the Company field, select the Company from the list. Click Save.
How to handle multiple addresses for a single customer?
In Zoho FSM, you can add multiple addresses to both Contacts and Companies. To add an address to a Contact or Company: Open the Contact or Company record. In the Addresses tab, Click Create. To create a new address, fill in: Address Name Street 1 ...
What is the billing address and service address?
In Zoho FSM, each customer has two types of addresses: Billing Address: The customer's office or residence address. Service Address: The physical location where the service is actually performed. These addresses can be the same or different, based on ...
If I modify the address of my Company or Contact, will that reflect in the invoices created?
No, modifying the address of a Contact or Company does not update the address in already created invoices. Invoices retain the address details that were present at the time they were generated. Future invoices, however, will use the updated address.
What is Account Owner? How do I change the owner of the record?
In Zoho FSM, the user who creates a record becomes the owner of that record by default. However, you can assign another user as the owner if needed. To change the owner of a record (contact): Open the contact record. From the drop-down next to the ...
Is it possible to restrict access to certain Companies or Contacts based on users?
No, Zoho FSM does not support record-level restrictions. Access is controlled at the module level (e.g., Contacts, Companies) through profile-based permissions, but you cannot restrict access to specific records within those modules.
Can I have different currencies for Contacts and Companies?
No, you cannot have separate currencies for a Contact that is associated with a Company. If a Contact is linked to a Company, the Contact will automatically use the Company’s currency. If the currency you select while creating the Contact doesn't ...
How to resolve "Customer and Company cannot have different Currency?"
When associating a Contact to a Company, both must use the same currency. If the currency you select while creating the Contact doesn't match the Company's currency, the system throws this error: "Customer and Company cannot have different Currency." ...
How to check the pending/overdue invoice status of a customer?
To check the pending or overdue amount for a contact or a company: Go to the Contact or Company record. Navigate to the Billing tab. Under the Invoices section, you’ll see the list of all invoices with their statuses—such as Draft, Overdue, and Paid. ...
How to add custom fields or sections in the Contact module?
To create custom fields or sections in the Contacts module: Navigate to Setup > Customization > Modules and Fields. Select the module (eg. Contacts). On the Module Builder page: Drag and drop fields from the New Fields tray into the layout. Set its ...
How to de-duplicate a Company? How to merge Companies?
If duplicate Company records exist in Zoho FSM—due to data import or sync—you can merge them to maintain clean data. Merging lets you combine details from multiple records into a single master Company record. Steps to Merge Companies: Open the ...
Can I delete a contact or company?
Yes, you can delete a Contact or Company. However, records linked to active Requests, Estimates, Work Orders, or Service appointments cannot be deleted. Contacts/companies can be deleted either from the list view page or the contact details page. To ...
What happens if I delete a Contact that is associated with a Work Order or Appointment in Zoho FSM?
You cannot delete a Contact if it is associated with active records such as Work Orders, Service Appointments, Requests, or Estimates. Zoho FSM will prevent the deletion and display a message indicating that the Contact is linked to active ...
How to resolve the Error: "Contact with this email ID is already associated with this Company?"
This error occurs in Zoho FSM when you try to add or link a Contact to a Company, and a Contact with the same email ID is already linked to that Company. To resolve: Check if the Contact already exists under the same Company. If the Contact exists, ...
Can I add Notes or Attachments to a Company record?
Yes, you can add Notes and Attachments to a Company record. To add a note for a contact/company : Open the contact/company record. Go to the Notes tab and click Add Note. In the Add Note dialog, enter your note. (Optional) Click Add Title to give the ...
Do Work Orders created for a Contact automatically link to the Company?
Yes, if the Contact selected while creating a Work Order is linked to a Company, the Work Order will be automatically associated with that Company as well. Example: While creating a Work Order, if you select Henry Oliver (a contact linked to the ...
Is there a way to track all activity for a Company?
Yes, you can track all activity for a Company record using the Timeline section in the Company record. It displays a chronological list of updates made to the Company and its related records—such as Contacts, Work Orders, Estimates, Assets, Service ...
What is a Contact in Zoho FSM?
In Zoho FSM, a Contact refers to an individual—someone who receives services from your business. Contacts can be: Standalone customers (e.g., a homeowner, tenant, or individual client) Example: Emily Ross, an independent customer- with no associated ...
What is the difference between a Contact and a Company?
A Contact is an individual under a company (organisation), such as a manager, on-site coordinator, or owner, whereas a Company represents the organisation. A contact can either belong to a Company or exist as a standalone record. A Company represents ...