Option to set default from (email) address for Invoices, Estimates, purchase order etc.
Example, I use "management" account, if sales person not free to issue invoice, i will represent her to issue invoice using "sales" account email the invoice out; And i will represent "print" account email the purchase order. Without default setting of "from" feature, we here often make mistake that is we have forgeten switch from "sales" to "print" and email the purchase order to suppliers (if the default is "sales").
0
votes
AdminReshma
(Community Manager, Zoho Corporation)
shared this idea