Zoho Books
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0 votes -
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…
0 votes -
I HAVE BUSINESS IN MEDICINE , SO I NEED ONLY MONTH AND YEAR LIKE 03-21 IN EXPIRY, HOW CAN I HIDE DATE
I HAVE BUSINESS IN MEDICINE , SO I NEED ONLY MONTH AND YEAR LIKE 03-21 IN EXPIRY, HOW CAN I HIDE DATE
0 votes -
whatsapp intergration for vendors
I appreciate the existing WhatsApp integration in Zoho Books for customer-related communications, which significantly improves efficiency and ease of use.
To further enhance the functionality of Zoho Books, I would like to suggest extending the WhatsApp integration to vendor-related processes. This enhancement would streamline communication with vendors and provide real-time updates. Specifically, the following features could be included:
Sending Purchase Orders via WhatsApp:
Allowing businesses to send purchase orders directly to vendors through WhatsApp would ensure timely delivery and facilitate better tracking of communication.Payment Notifications to Vendors:
Integrating the ability to send payment confirmation messages via WhatsApp when a…0 votes
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