Zoho Books
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com
259 results found
-
Customer and Vendor account numbers / urn
System field for account number
6 votes -
group of contacts
Create group of contacts in order to list them by that group. For example i have 7 forwarding companies. and i would like to list them by that group.
5 votes -
when I enable the portal for a contact, the possibility to restrict the view to one or more specific projects and not for all items
As subcontractor, it would be great to allow one or more contacts to see specific project and not all stuffs in the portal. For example we often have projects which involve 2 differents companies and several departments and it would be important to authorise more contacts to have access to specific projects and not to all items.
5 votes -
ADD CHAT,CALL AND UPLOAD PHOTOS AND DOCUMENTS FEATURE IN ZOHO BOOKS
PLEASE ADD CHAT,CALL AND UPLOAD FEATURES (LIKE ZOHO CLIQ) IN ZOHO BOOKS
5 votes -
Import Customers and Vendors from Zoho CRM
With the recent change to how we view contacts all imported contacts from Zoho CRM are entered in as a customer. We used to be able to tell Books which accounts are customers and which are vendors. We need this ability back not all accounts are customers or we need to be able to tell the sync how to map CRM accounts into customers and vendors.
5 votes -
Allow a contact to be associated with multiple estimates / invoices etc.
Each contact should be able to view all the estimates / invoices they are associated with, because once they start to be a part of different projects with different clients, we will not be able to have so many email ids for one contact for them to view all estimates / invoices etc. they are associated with.
So when a contact is associated with many different estimates / invoices etc. he / she will need only one email and login to access the portal and view all associated estimates / invoices etc.
Alternative on the same lines I suggest the…
5 votes -
CUSTOMER > Overview > sales > TOTAL ????
CUSTOMER > Overview > sales > TOTAL ????
4 votes -
I need to add more custom fields for contacts. why you limit this?
I need to add more custom fields for contacts. why you limit this?
why you limit with 15 or something!
We cant use it more.4 votes -
Contact Type
in the Contacts you have to add another contact type which is both ( customer and vendor in same time ) it is already available in mobile apps but not in web app
4 votes -
create an option to view contacts by last name first, or first name first.
Since we don't have parent/child options, this would at least allow us to see the members of one family that have the same last name together.
4 votes -
Add ability to edit the CRM data in Books
Some data is being synced back to CRM but not all. You should be able to edit / update the CRM details for a contact (such as Industry or source).
4 votes -
outstanding balance next to contacts
I want to see the past due or overdue balance next to the name in contacts as we used to in zoho invoice but now we went to zoho books and it doesnt come up,
4 votes -
Vendor Code in Customer contact field with mapping with Retainer Invoice, Estimate, Sales Order & Invoice
Most of customer gives Vendor Code to their suppliers which is Mandatory to be written on all commercial documents related to them.
I would advise to create a field in Contact with Auto mapping with Retainer Invoice, Estimate, Sales Order, Invoice, Delivery Note, Packing Note and Account Statements.
4 votes -
Custom Field Types - Include Image, File Attachment, Text Area
Sure this would have many uses, though for me one of the biggest would be to enable these additional options within the client portal.
They could be used for client specific terms and conditions, contracts, designs, allowing much more to be obtained by the client in the portal.
4 votes -
Multiple Billable Addresses for a Customer
Allow multiple billable addresses for a Customer. There are many cases where a company can have multiple branches with different addresses. The invoice would need to go to the branch. You would still want to roll up the revenue by the customer inclusive of all branches
4 votes -
Auto Show Books Contacts in Zoho Support Desk.
By This Feature No Need to Create Contact Details 2ndTimes. and also assgin task for customers and easily billing after completeion of projects or task.
4 votes -
Unique ID for Clients and Vendors
How about we add a new feature so that we can differentiate between different customers and vendors using there unique ID. We are able to do this somehow using the custom fields but is really not helpful for existing customers.
So if we add an additional feature that would help us find the customers/vendors using unique ID that would show up in customer portal as well as the contacts to identify that particular user or vendor with different prefixes i.e. a different prefix for a vendor and a different prefix for a customer should add a great value.
Best Regards,…
4 votes -
marking customer as inactive automatically
Option for marking customer 'Inactive' automatically if there is no transaction in the account or invoice goes unpaid after custom specified no of days.
4 votes -
Test features mode
I created 2 fake contacts to test features before sending to actual clients. Now I can't delete them because of the "transactions"
4 votes -
block customers
Give an option to block certain customers. For example make sure that sales can't enter an order for a customer that didn't pay his bills. Now you can put a customer on inactive but if you create an inactive customer as a new contact the system allows it (even if you uncheck the box for allowing duplicate contacts) and the order can be entered anyway without sales knowing that the customer is blocked.
4 votes
- Don't see your idea?