Associer un même contact à plusieurs comptes - CRM à Books

Si vous utilisez à la fois Zoho Books et Zoho CRM, il y a des limitations à identifier un même contact principal pour plusieurs comptes, dans la mesure où l’intégration native ne comprend pas cette logique. 


Nous vous proposons une solution détaillée étape par étape à faire soit même , avec tous les éléments incluant le code deluge de la fonction afin de réaliser vous-même cette optimisation dans votre environnement Zoho.  
 
Nous pouvons également le mettre en place dans vos applications CRM et Books.
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Prérequis :

Option 1:
Avoir Zoho One (Entreprise edition) où Zoho Books et Zoho CRM sont intégrés.
Option 2:
Avoir Zoho CRM & Zoho Books en applications stand-alone (Entreprise edition) et intégrés.

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A detailed answer to provide information about your business, build trust with potential clients, and help convince the visitor that you are a good fit for them.
A detailed answer to provide information about your business, build trust with potential clients, and help convince the visitor that you are a good fit for them.
A detailed answer to provide information about your business, build trust with potential clients, and help convince the visitor that you are a good fit for them.
A detailed answer to provide information about your business, build trust with potential clients, and help convince the visitor that you are a good fit for them.
A detailed answer to provide information about your business, build trust with potential clients, and help convince the visitor that you are a good fit for them.
A detailed answer to provide information about your business, build trust with potential clients, and help convince the visitor that you are a good fit for them.
A detailed answer to provide information about your business, build trust with potential clients, and help convince the visitor that you are a good fit for them.
A detailed answer to provide information about your business, build trust with potential clients, and help convince the visitor that you are a good fit for them.
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