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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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275 results found

  1. How do I write a dating personal ad for a specific type of storyteller?

    To write a dating personal ad tailored for a specific type of storyteller, focus on crafting a narrative that resonates with their style. Start with an engaging headline that sparks curiosity, like “Seeking a Wordsmith to Co-Author Life's Adventures.” In the description, highlight your appreciation for storytelling by sharing a glimpse of your own: a funny anecdote, a memorable experience, or your favorite story genre. Use vivid, relatable language to showcase your personality while aligning with the storyteller's passion.

    Include details that reflect shared interests—mention books, movies, or life experiences that inspire you. Be authentic and concise, avoid clichés, while…

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    1 comment  ·  Customers  ·  Admin →
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  2. Uniform manufacturers dubai

    Smart Choice Uniforms is a well-known brand in Dubai that makes stylish clothes that can be changed to fit many different needs. Not only do we sell school uniforms, but we also sell cricket uniforms, sports uniforms, green fabric uniforms, and organic fabric cloth uniforms. We know how to make building uniforms that last, stylish hotel uniforms, and useful restaurant uniforms that look good and do their job well, all while keeping you relaxed and making you look professional. Because we care about quality and the environment, we only use high-quality materials to make eco-friendly options that meet your needs.…

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  3. Property Trends Real Estate Rates & Prices in India

    Discover the latest property trends, real estate rates, and prices in India. Stay updated on market insights, city-specific developments, and emerging investment hotspots. Make informed decisions with expert analysis of residential and commercial properties. https://propertytrends.in

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  4. Find the Best Flight Deals with Momondo

    Looking for an easy way to book your next trip? Momondo is your go-to platform for finding the best flight deals online. With Momondo Reservations, you can compare prices from hundreds of airlines to secure the most affordable options. Simply visit the Momondo website or search for Momondo flights to get started. Whether you’re planning a quick getaway or a long-haul journey, Momondo Air offers flexible options to suit every traveler.

    The Momondo Fly feature ensures you get real-time updates on fares, helping you make informed decisions. Explore the latest deals on Momondocom and save big on your bookings. With…

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  5. Professional Web Designing In Usa

    Professional Web Designing In Usa
    Are you looking for a professional web development company near you? Whether you're a startup, small business, or enterprise, we specialize in creating stunning, high-performing websites tailored to your needs.
    📲 +91 7983028075, 9711298311
    website - https://multisofttechnologies.in
    Contact on whatspp - https://wa.me/917983028075

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  6. I would like to add a secondary email address to a customer

    As a peripatetic instrumental music teacher, it is important to be able to both address and send invoices, via email, for lessons to both parents. Be they married or divorced. Having only one email address available for customers on the free version of Zoho for 14 students is a great inconvenience.

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  7. How to Login to Your Netgear Orbi Router

    If you're having trouble logging into your Netgear Orbi router, don't worry — we’ve got you covered. Here’s a quick guide to help you access the router's admin panel and manage your network settings.

    Solution:

    Connect to Your Orbi Network: Make sure your computer or mobile device is connected to the Orbi WiFi network, either via WiFi or Ethernet cable.

    Open a Web Browser: Launch your preferred web browser and type orbilogin.com into the address bar. Press Enter.

    Enter Login Credentials: You should be redirected to the Netgear Orbi login page. By default, the username is admin and the password…

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  8. Put the total amount received back onto the customer summary screen

    Hi, the total amount received / billed to a customer used to be displayed on the customer contact summary screen. Since the timeline has been added this has disappeared. Could it be added back in as our staff found it useful to see what a customer had spent with us when talking with them on the phone.

    Thanks,

    Rob

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  9. Merge contacts funtion should be controlled through user privilege

    Facing an issue with a user who has merged multiple contacts and there is no provision to reverse this. This feature to be controlled by user privilege since many users has given access to update contacts. Please consider this and do the necessary changes

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    0 comments  ·  Customers  ·  Admin →
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  10. Salesperson set customer level

    Wholesale businesses use a specific salesperson for each customer. Each customer's salesperson is used every order and every re-order that the customer places whether the order is placed with the salesperson themselves, by fax, placed customer service or even if it is placed with a different salesperson.

    Because of this, when creating a new customer record, we need to be able to set the salesperson in that customer record and then each time a new order or invoice for that customer is created the new order will set to the default Salesperson which was setup in the Customer record.

    This…

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  11. specific customer can be seen by the certain salesperson

    Hi
    Please add 1 feature in which some specific customer can be seen by the certain salesperson.

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  12. Create Custom View for Portal/Create Summary Template for custom View

    I would like to recommend a feature that will enable to Create a Custom for Portal(If portal is not accepted) and also to have a export option that will only export the a template for Custom View that is Selected or Created. This will feature will be used for compiling purposes and will help track the customer.

    Hope this feature will be implemented.

    Thank you

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  13. Setup contact

    Currently a contact must be either a Vendor or Supplier. No other choice. There should be "free"contacts that are not tied to particluar currency or sale or purchase. For example, shareholder, employees, counterparties. This will allow much more flexibility when associating transactions.

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  14. Sales & Purchases - Should be Customers & Suppliers

    I am not sure why on ZoHo books - Customers are called Sales and Supplieres are called Puchases??? This root is adding 2 extra clicks 100's of times each and every day we use books. We have to click on sales then on customers and the same thing for the suppliers.

    You should replace Sales with Customers - when clicking on customers tab then the tab will open with Estimates, Sales Orders, Packages Invoices etc.

    Can zoho team make this change asap as it will save zoho users hours of work for every user each year????

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  15. Add alphabet search bar for customer and vendor views

    On the Zoho Desk App, there is an alphabet on the right side of the screen for the customer tab. You can click on a letter and it quickly pulls up all the customers that begin with that letter. It would be great to have the same function in Zoho Books. Then I wont have to always use the search bar to find customers. I can click on the letter, and then scroll down using my mouse. It would be quick and save time. I get tired of using the search bar to find everything in zoho books.

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