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 have product details.
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Jenelia Dcruz commented
ERP Gold Software
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For further information about ERP GOLD inventory management, click on the link below
https://www.erp.gold/erp-gold-works-inventory-management-software-ebay/ -
Anonymous commented
He is very beautifull system
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Anonymous commented
Nice
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Arsl test commented
Also please allow zoho books "Price List" method integration through API method, like items/sales order/customer
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AleRoss commented
When are you going to release this Feature....? Before I read by Feb 2017, but now this date has been cancelled....
We really need this integration. -
Anonymous commented
ALSO ADD A FEATURE IN CRM
CUSTOM FIELDS OF BOOKS CONTACTS SHOW IN CRM -
Dave commented
Looks like these items were left out of the integration:
*CRM quotes with Books estimates
*CRM sales order with Books sales order
*CRM invoice with Books invoice
Hopefully these capabilities will be added soon!! -
Eduard Kim commented
Vote
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Hi Ofelia,
Thanks for sharing your request with us.
We do have something similar on what you've suggested but we will not sync the SO, Estimates and Invoice fields of Zoho CRM with Zoho Books. Instead, we will show Zoho Books modules inside Zoho CRM which will be far better.
If you're interested to know more about it, read the link below.
https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/10642125-early-access-to-zoho-books-zoho-crm-integration -
Anonymous commented
Vote