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Zoho Books

Welcome to our feedback forum!

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

Feel free to post your ideas, comments, or suggestions in this space.

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.

Before posting, please ensure the following:
  1. Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com


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67 results found

  1. Sync primary contact only from Zoho CRM to Zoho Books

    Don't need all contacts, only the primary contact

    3 votes
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  2. Allow attachment of file while creating lead in Zoho CRM.

    Allow attachment of file(s) while creating lead in Zoho CRM. If you have noticed that it's only possible after creating lead. As of now for attaching any file, we have to open created lead and then attachment facility is activated.

    1 vote
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  3. 1 vote
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  4. 1 vote
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  5. 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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  6. 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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  7. 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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