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I'm actually part of something bigger at Ascent Business Solutions recognized as the top Zoho Premium Solutions Partner in the United Kingdom.

Ascent Business Solutions offer support for smaller technical fixes and projects for larger developments, such as migrating to a ZohoCRM.  A team rather than a one-man-band is always available to ensure seamless progress and address any concerns. You'll find our competitive support rates with flexible, no-expiration bundles at http://ascentbusiness.co.uk/zoho-support-2.  For larger projects, check our bespoke pricing structure and receive dedicated support from our hands-on project consultants and developers at http://ascentbusiness.co.uk/crm-solutions/zoho-crm-packages-prices.

The team I manage specializes in coding API integrations between Zoho and third-party finance/commerce suites such as Xero, Shopify, WooCommerce, and eBay; to name but a few.  Our passion lies in creating innovative solutions where others have fallen short as well as working with new businesses, new sectors, and new ideas.  Our success is measured by the growth and ROI we deliver for clients, such as transforming a garden shed hobby into a 250k monthly turnover operation or generating a +60% return in just three days after launch through online payments and a streamlined e-commerce solution, replacing a paper-based system.

If you're looking for a partner who can help you drive growth and success, we'd love to work with you.  You can reach out to us on 0121 392 8140 (UK) or info@ascentbusiness.co.uk.  You can also visit our website at http://ascentbusiness.co.uk.

Zoho CRM: Permission Denied for Quote Conversion Mapping

What?
A really quick article for anyone experiencing the same issue: As a super admin in CRM, I am denied permission to access the Quote Conversion Mapping page...
Zoho CRM Issue: Permission Denied for Quote Conversion Mapping: the Error

Why?
I wanted to map a billing street 2 and shipping street 2 from the Account module to the Quote module, then on convert, to map these to the Sales Order in CRM. As my client's sales team would only create sales orders in CRM and don't use the invoice module (that's for their finance team using ZohoBooks), we disabled the CRM Invoice module.

How?
Therein lies the reason. For the quote conversion mapping, it needs the CRM Invoice module as well.

Step by step fix:
  1. Login to ZohoCRM, go to Setup
  2. Under "Customization", select "Modules and Fields"
  3. Click on "Organize Modules"
  4. Enable "Invoices" (by ticking the box and clicking on "Save")
    Zoho CRM Issue: Permission Denied for Quote Conversion Mapping: Enable Invoices Module
  5. Hover the mouse over "Quotes" and select "Quote Conversion Mapping"
  6. Map your fields that you want and click on "Save"
    Zoho CRM Issue: Permission Denied for Quote Conversion Mapping: Enable Invoices Module
  7. Re-click on "Organize Modules" and disable the "Invoices" module.
  8. Test converting a quote to a sales order and check the fields mapped correctly.

Source(s):
  • the amazing Zoho Support team

Credit where Credit is Due:


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Joel Lipman
www.joellipman.com

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