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If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

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While we cannot promise a timeframe for everything posted here, we'll definitely consider all your valuable suggestions and work on them based on their feasibility.

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68 results found

  1. 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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    2 comments  ·  Zoho Integrations  ·  Admin →
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  2. 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 Integrations  ·  Admin →
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  3. 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

    3 votes
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    0 comments  ·  Zoho Integrations  ·  Admin →
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  4. 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 Integrations  ·  Admin →
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  5. 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??

    81 votes
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    6 comments  ·  Zoho Integrations  ·  Admin →
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  6. 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

    33 votes
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    1 comment  ·  Zoho Integrations  ·  Admin →
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  7. 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.

    37 votes
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  8. 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.

    38 votes
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