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I'm actually part of a bigger team at Ascent Business Solutions where we have support technicians and project consultants. Support is for smaller technical fixes but this can include developments, reports or integrations; depending on the size of the task. Projects are for more time-consuming developments such as revamps of the Zoho Suite of apps or on-site training. The advantage of a team is that if I am out-of-office for a day or so, there is always someone at Ascent Business Solutions who can deal with any queries/issues you may have.

Our support rates can be found and purchased at http://ascentbusiness.co.uk/zoho-support-2. A support bundle doesn't have an expiry date. So whether we can do what you want within the bundle and a year later need further support, if there are minutes left on the bundle then there is no additional charge.

Our project rates for bigger developments can be found at http://ascentbusiness.co.uk/crm-solutions/zoho-crm-packages-prices and will involve a dedicated project consultant along with developers who will hold your hand through the development process.

If you want help building a solution for one of the Zoho Apps in the Zoho Suite, contact us on 0121 293 8140 (UK) or by email at info@ascentbusiness.co.uk. You can also visit our website at http://ascentbusiness.co.uk.

I regularly build and specialize in 2-way API integrations for Xero, Shopify and eBay.

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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Kind Regards,

Joel Lipman
www.joellipman.com

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