Zoho Books
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- 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
63 results found
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Please allow users / admins to delete only mail account not to close the complete account
Please allow users / admins to delete only mail account not to close the complete account, user / admin can create mail account by mistake, then he should have option to delete the same, it should not happen that he can't
1 vote -
ability to send test emails
After updating an email template I'd like to send it to myself to see if all parameters are showing correctly.
1 vote -
Logo placement in templates
Though is set the category to email templates. This is actually for PDF templates and templates in general.
WHe i was styling the template i noticed that when you add a logo without any white margin all the text below get cramped to the bottom of the logo.
Im a graphic designer so i know some tricks to solve this. I also adjusted the email templates so it loads a logo cross domain.
BUt the gross of the users of ZOho probably dont know how to adjust there own logo so it looks nice on the template. Though we can…
4 votes -
Allow a user to delegate the right to send email from his address
I would like that a user allows another user to send an email from his address, so that an assistant can send a quote in the name of a sales manager.
3 votes -
Provide placeholder for credit card last for digits within payment receipts and on receipt templates.
For the receipts sent to customers, please add "last 4 digits of card" as an available field to display in the receipt template, nor in the email template.
Some customers have multiple cards on file and there is currently no way to convey which card was charged for a specific transaction. It is not available in the customer facing portal either.
5 votes -
Allow more than 3 people to be either cc or bc on email
At the moment only a maximum of 3 people can either be cc or bc on an email template
5 votes -
Full DKIM Support
My company requires DMARC Records but due to Books not having full dkim support like your Zoho Mail and Zoho Campaigns do the DMARC will fail any emails coming from zoho books.
12 votes -
Batch edit customers into different language groups (English, German etc.) when sending out email templates
We pretty much have no returning customers as we offer sort of once-in a life time experiences. Our customers, however, come from various different countries.
It would be good if we would not have to associate every single customer with the email template of his language via the contact module. but moreover have our customers assigned to language groups where each German customer receives all templates in German, English customers receive all templates and notifications in English etc..
2 votes -
Add a check box on estimates/invoices for acceptance of terms and conditions
We have policies about refunds, exchange and returns and we would like to have the ability to add a check box (or the like) to an estimate/sales order/invoice to require the customer to acknowledge that they have read and accept those terms and conditions of purchase
7 votes -
add freetext for emails not present in contacts
in email templates should be good to be able to put a freetext address (not a contact) in the cc or bcc field
4 votes -
add a placeholder of the current date to include in email templates
I want to inform my costumer that we have checked our bank untill today and have not received the outstanding amount yet. Currently we copy the current date in every mail, would be much easier if it was included as a placeholder.
5 votes -
Reminders for Sales Order
Set email reminders on sales orders not fully invoiced
2 votes -
Extend Availablity of html Template Editor
Currently the useful (but hidden) html editor for templates can only be used for Estimates and Invoices. I need to be able to create additional templates for Credit Notes and Proforma Invoices (based on a Sales Order).
This is an urgent requirement for me.
42 votes -
Increase HTML characters in E-mail template
Currently HTML characters in E-mail templates is supporting up to 5K characters which is low if you want to design a HTML e-mail template contains logo, icons & text the average of HTML characters are 30K and zohobooks only support 5K.
6 votes -
5 votes
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1 vote
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Improve the email tracking
I can see only the address in the "to" field and not the "CC" when i check the "story" of, for example, an invoice.
I cannot see the email content (if i have write something dedicated to the receiver).1 vote -
Statement HTML templates
Please can you enable HTML templating for Customer Statements as you have with Invoices and Bills? Thank you!
4 votes -
Correct/ update the name when sending to an alternate contact
When you send a quote or invoice/ any email to a contact the system automatically picks the main contact, even if you have picked another. It can be a bit embarrassing if you don't remember to change it every time!!
1 vote -
Notification for all customer one time by mail
I would like to send notification to my all customer and vendors about new updates or changes through one mail only.
1 vote
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