I've found an issue with the mapping of QuoteWerks products to Zoho CRM when using the default of:
ManufacturerPartNumber -> Zoho Name
Zoho Name is not a part number but usually a Name in the format of "Manufacturer Product Description"
If I use this mapping, it can therefore mean that I get ManufacturerPart and ProductName as identical in Zoho and it uses Description as the product description.
The default for setting up a product in Zoho is Product Name is unique not Product Code, however in QuoteWerks you're unable to map the Description field to Zoho Name.
You can however map a CustomText field to Zoho Name, is it possible to add a script / auto-enter so that a products Description can be Auto Entered or used in one of the CustomText fields? Without needing to manually update all products?
Dan Herbert
I've found an issue with the mapping of QuoteWerks products to Zoho CRM when using the default of:
ManufacturerPartNumber -> Zoho Name
Zoho Name is not a part number but usually a Name in the format of "Manufacturer Product Description"
If I use this mapping, it can therefore mean that I get ManufacturerPart and ProductName as identical in Zoho and it uses Description as the product description.
The default for setting up a product in Zoho is Product Name is unique not Product Code, however in QuoteWerks you're unable to map the Description field to Zoho Name.
You can however map a CustomText field to Zoho Name, is it possible to add a script / auto-enter so that a products Description can be Auto Entered or used in one of the CustomText fields? Without needing to manually update all products?