Zoho One issues

Zoho System – Issue & Requirement List
1. Department Boards Setup (Zoho CRM)
• Create separate boards/views for each department to manage their tasks and records.
• Ensure each department can track their own leads, deals, and activities.
• Implement clear workflow stages for different departments.
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2. Permission & Access Control Issues
• Review and configure user roles and permissions.
• Restrict access so employees can only view/edit relevant modules and records.
Define permissions for:
• Admin
• Sales Team
• Finance Team
• Operations
• Management
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3. Lead Module Issues
• Review the Lead module structure and fields.
• Fix issues with lead assignment and tracking.
• Improve lead status stages and follow-up tracking.
• Automate lead conversion process to Deals / Contacts.
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4. Deals Module Issues
• Configure the Deals pipeline properly.
• Ensure deal stages reflect the actual sales process.
• Fix issues related to deal updates, ownership, and progress tracking.
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5. Partial Payment Tracking
• Implement a system to track partial payments within deals.
Record:
• Total deal value
• Amount received
• Remaining balance
• Link payment records with deals or invoices.
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6. Custom Fields Addition
• Identify missing custom fields required by departments.
Add fields for:
• Deal category
• Ensure fields are properly visible to the right teams.
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7. Reports Creation
Build custom reports for:
• Lead conversion
• Sales performance
• Payment tracking
• Department activity
Ensure reports are automatically updated.
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8. Expense Reporting & Real-Time Monitoring
• Implement expense tracking within CRM or integrated system.
• Provide real-time monitoring of expenses.
• Generate expense reports by department or project.
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9. Reports & Dashboards
Create central dashboards for management.
Key dashboard metrics:
• Total leads
• Deal pipeline value
• Conversion rates
• Payment status
• Department performance
Provide visual charts for quick monitoring.
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HR System Configuration
10. HR Management Setup (Zoho People)
Configure Zoho People for employee management.
Tasks:
• Employee database setup
• Department and designation structure
• Attendance and leave management
• Employee onboarding workflow
• Document management for employees
• Employee access permissions
Reports Required:
• Employee attendance reports
• Leave balance reports
• Department employee reports
• Monthly HR activity reports
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11. Payroll Configuration (Zoho Payroll)
Configure Zoho Payroll for payroll processing.
Tasks:
• Employee salary structure setup
• Allowances and deductions configuration
• Payroll cycle setup
• Overtime and leave adjustments
• Payslip generation
Reports Required:
• Monthly payroll reports
• Salary summary reports
• Employee payslip reports
• Payroll expense reports