Multiple products per account issue
We are currently looking to move to Zoho CRM from another package. I have a need to be able to track multiple lines of the same product for an account. For instance, we track the product (concurrent user license) for every time a customer orders an additional license. I need to track the date they bought the license, the amount, the maintenance amount, etc.
I tried to setup a multiple lookup record, linking the account module to the products module. However it only let's me select 1 of each product.
Is there a way to setup a "custom" table whereby I can track a 1 to Many association between my account and many lines of product purchases?
Topic Participants
paperlessenvironments
Sunderjan Siddharth
Brent H
Ishwarya SG
Tony Tinaglia
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