Zoho Books

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  1. Integrarte CRM & Books/Invoices at Quote/SO level rather than potential

    Current,y Opportunities are synced to create invoice/estimate through Trigger. However, there is no point as there is no detail on it - so I suggest you do it at Quote and/or Sales Order level. This keeps sales out of books or won't require them to start quoting through books/invoices.

    21 votes
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      1 comment  ·  Zoho CRM Integration  ·  Flag idea as inappropriate…  ·  Admin →
    • Salesperson should not see the entire company's numbers

      Sales people should not be able to see the entire company's sales figures. They should only see their numbers so they will know how far they are at achieving their quotas.

      Sales people should see their own sales and receivables but certain user levels (sales managers) should see the total figures for their team.

      18 votes
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        0 comments  ·  Zoho CRM Integration  ·  Flag idea as inappropriate…  ·  Admin →
      • Info should sync completely between "Items" in Books and "Products" in CRM.

        Information such as Manufacturer and Product category should sync between Items(in Books) and Products(CRM)
        it should also display the info when you are trying to create an Invoice and selecting the items for the invoice.
        for example if I sell Potato chips but I have three different brands I should be able to tell which is which when I am selecting them in the "Item Details search box"
        currently it would display "Potato Chips" three times but I would have no way of knowing which is which because it doesn't display info such as manufacturer

        14 votes
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          1 comment  ·  Zoho CRM Integration  ·  Flag idea as inappropriate…  ·  Admin →
        • CRM/BOOKS: Attach a Specific Books Estimate to a Potential

          The use of a Trigger to Create an Estimate in Books is perfect but we also need the ability to attach a Potential to existing Estimate in Books.

          8 votes
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            0 comments  ·  Zoho CRM Integration  ·  Flag idea as inappropriate…  ·  Admin →
          • Appointments

            Ability to connect with an online appointment or scheduling app like Bookeo or Acuity

            6 votes
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              0 comments  ·  Zoho CRM Integration  ·  Flag idea as inappropriate…  ·  Admin →
            • provide real-sync between Zoho CRM contacts and ZBooks

              Please make sync between CRM contacts and Books real-time, or at least hourly. Or make the forced sync a non-admin level feature for a user. We use Subscriptions, and would like to set up a subscription immediately after converting a lead in CRM to an Account. Today, we need to wait 1 day, or have an Admin force the sync from CRM Setup, which is silly. Why can't this be real-time or a User profile setting that anyone could force to sync??

              5 votes
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                0 comments  ·  Zoho CRM Integration  ·  Flag idea as inappropriate…  ·  Admin →
              • Integrate personalized fields form Zoho CRM

                Need to sync personalized fields from CRM with Books so I don't have to type the same field twice.

                4 votes
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                  0 comments  ·  Zoho CRM Integration  ·  Flag idea as inappropriate…  ·  Admin →
                • Bad translation of ZOHO Book (or not translation)

                  Hello

                  There are some very bad translation in French that are confusing for our customer:

                  1- Link Potential (when you create a quote (devis) This should be : Lié à une opportunité

                  2- Facture impayé >> This is a wrong term

                  You have Facture en retard (that should have been paid)
                  Facture à récevoir (which is Invoice to be paid)

                  Impayée is a non sens word for an invoice which shall be paid for the futur.

                  Please if you do this, this could help our common customers.

                  Regards,

                  Thomas

                  4 votes
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                    1 comment  ·  Zoho CRM Integration  ·  Flag idea as inappropriate…  ·  Admin →
                  • Multiple Estimates Added to a Potential

                    In regards to the CRM integration allowing you to link an estimate to a potential. Currently you can only link 1 estimate per potential, we need to be able to add more than 1 estimate to a potential.

                    3 votes
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                      0 comments  ·  Zoho CRM Integration  ·  Flag idea as inappropriate…  ·  Admin →
                    • 2 votes
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                        0 comments  ·  Zoho CRM Integration  ·  Flag idea as inappropriate…  ·  Admin →
                      • 1 vote
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                          0 comments  ·  Zoho CRM Integration  ·  Flag idea as inappropriate…  ·  Admin →
                        • Zoho CRM and Slack

                          The notifications that are triggered based on your sales team actions in crm gets simultaneously pushed into your preferred Slack channel (#general, #random, etc.)

                          1 vote
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                            0 comments  ·  Zoho CRM Integration  ·  Flag idea as inappropriate…  ·  Admin →
                          • Docusign

                            Docusign is integrated into CRM, but not Books. We choose to integrate books and CRM, and therefore we are penalized for using more of your products. In the current scenario my sales rep will be forced to take extra steps in order to send quotes via docusign. This negates the whole point of automating our sales force.

                            1 vote
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                              0 comments  ·  Zoho CRM Integration  ·  Flag idea as inappropriate…  ·  Admin →
                            • Please allow Quots to be converted to WorkOrders and Invoices inside of the CRM Module

                              Please allow Quots to be converted to WorkOrders and Invoices inside of the CRM Module

                              0 votes
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                                0 comments  ·  Zoho CRM Integration  ·  Flag idea as inappropriate…  ·  Admin →
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