Create a standard Vendors module and integrate it with Zoho CRM

I'm aware that Desk was initially developed to handle support communications processes where ticketing is needed. However, through many client deployments, my experience with Desk is that it can be effectively utilized for almost any communication process with clients, vendors or even internal ones for employees.

More and more of my clients are using Desk to communicate with vendors regarding purchase orders, bills, shipments, returns, services or product-related queries. With most of my clients, these vendors are tracked in the CRM. I know that this level of integration can currently be achieved with custom functions and the CRM Vendors could be categorized in the Desk Accounts module as vendors. This approach makes the initial setup and any future changes more complex.

I'm also aware that the Desk development team is working on developing the custom modules functionality which could be used for a custom Vendors module. Even when custom modules become available I think that it would be great if Zoho would consider implementing Vendors as a standard module in Desk and add it to the CRM integration as a built-in option.

I wanted to add this as an idea to the Zoho Desk community forum as the only post I found on this topic was submitted as a question by Renaud Laurent on the link below.

https://help.zoho.com/portal/en/community/topic/integration-vendor-from-books-or-crm-in-desk

Hopefully, an idea topic will generate more support for this from the community.

Best regards,

Mladen Svraka

Zoho Certified Consultant and Advanced Partner

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