Organization Address Format unique to each template type
I'll explain scenario first, so you can understand the request.
We are headquartered in Location A (e.g. Wyoming Corp)
But we operate primarily from Location B (e.g. California).
When generating PDF/Emails of Sales type statements (e.g Estimates, Sales Orders Invoices), we want to display Address A.
When generating PDF/Emails of Expense type statements (e. purchase orders, Bills, checks, etc) we want to display Address B
the PROBLEM is that when we setup a "Organization Address Format" for example within Sales Orders, it forces this format on all other types of Templates (Invoices, Purchase Orders, etc.). It seems the Zoho Books is locked into ONE global format for all templates.
Our feature request can easily be implemented if you allow for different “Organization Address Format” for each template type, instead of forcing a ONE global address format on all templates.
P.S. The Request Feature pull down menu does NOT have “templates” as category…So I chose “Purchase Orders” instead.
Mark
shared this idea
Hi there.
We have a workaround for your current scenario. We would suggest you to add the organisation address details in the attention content of the template. You can uncheck the organisation address option.
This way you can customise it for each of your templates separately.
Hope this helps.
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Hi there.
We have a workaround for your current scenario. We would suggest you to add the organisation address details in the attention content of the template. You can uncheck the organisation address option.
This way you can customise it for each of your templates separately.
Hope this helps.
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Lucy
commented
such a useful feature and yet so simple to implement it!
This is a no brainer, I'm not sure why it is not implemented already.