Zoho Books
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67 results found
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Sync primary contact only from Zoho CRM to Zoho Books
Don't need all contacts, only the primary contact
3 votes -
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 -
Books and Motivator - use the existing technology from motivator and make it available in zoho books
1 vote -
1 vote
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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 -
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 -
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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