Estimates & Invoices - SORT EMAIL option
For Estimate & Invoices in Books, when finalizing an invoice or estimate and preparing to email to a customer the email addresses are all grouped at the bottom of the page, and not sortable. This is a b ig inconvenience when the customer has multiple contacts, as one has to scan the big jumble. The current display shows contact emails from left to right, top to bottom, in order the contact was entered into the zoho. It would be a very nice feature to be able to sort this as a list, alphabetically by first / last name.
A lack of this particular feature, standard with all CRM systems I have worked in, makes the zoho inconvenient and takes a lot of extra time. I have many customers with over 20 individual contacts.
Another half arsed workaround would be to have the ability to mark multiple contacts as primary, with different designations or by importance.
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jamesramsay commented
Thank you for sharing your feedback and suggestion for improving the functionality of Estimate & Invoices in Books. It's important for us to hear from our users about ways we can enhance their experience with our platform.
I completely understand the inconvenience of having email addresses grouped at the bottom of the page and the challenge of sorting through multiple contacts, especially for customers with numerous contacts. Your suggestion to allow sorting the email addresses alphabetically by first or last name would indeed be a valuable addition and could streamline the process significantly.
Additionally, your idea of marking multiple contacts as primary or assigning different designations by importance could serve as a helpful workaround while providing more flexibility in managing contacts.
I'll make sure to pass your feedback along to our development team for consideration as we continue to improve and refine our platform. We appreciate your input and are committed to providing solutions that meet the needs of our users.
If you have any further suggestions or questions, please don't hesitate to reach out. We're here to help!
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