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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.

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1 result found

  1. Integración with the moduls of "Products Details" of CRM

    In the integration between CRM and Books, the CRM Potential close win generate an invoice in Books, but the format of forms is not compatible between this modules.

    The integratión should enable to equivalent modules, I mean;

    *CRM quotes with Books estimates
    *CRM sales order with Books sales order
    *CRM invoice with Books invoice

    The idea that I propose is that the user can choose between the modules to integrate, if is an user the CRM estandar versión his only option is integration with potential module, but in CRM profesional o enterprise must be possible integrate with the moduls that…

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    Work In Progress  ·  10 comments  ·  Third Party Integrations  ·  Admin →
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