Zoho Books

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  1. Extend Availablity of html Template Editor

    Currently the useful (but hidden) html editor for templates can only be used for Estimates and Invoices. I need to be able to create additional templates for Credit Notes and Proforma Invoices (based on a Sales Order).

    This is an urgent requirement for me.

    27 votes
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      0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
    • Full DKIM Support

      My company requires DMARC Records but due to Books not having full dkim support like your Zoho Mail and Zoho Campaigns do the DMARC will fail any emails coming from zoho books.

      9 votes
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        0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
      • Allow more than 3 people to be either cc or bc on email

        At the moment only a maximum of 3 people can either be cc or bc on an email template

        4 votes
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          0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
        • 4 votes
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            2 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
          • add a placeholder of the current date to include in email templates

            I want to inform my costumer that we have checked our bank untill today and have not received the outstanding amount yet. Currently we copy the current date in every mail, would be much easier if it was included as a placeholder.

            4 votes
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              0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
            • Provide placeholder for credit card last for digits within payment receipts and on receipt templates.

              For the receipts sent to customers, please add "last 4 digits of card" as an available field to display in the receipt template, nor in the email template.

              Some customers have multiple cards on file and there is currently no way to convey which card was charged for a specific transaction. It is not available in the customer facing portal either.

              4 votes
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                0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
              • add freetext for emails not present in contacts

                in email templates should be good to be able to put a freetext address (not a contact) in the cc or bcc field

                3 votes
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                  0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
                • Add a check box on estimates/invoices for acceptance of terms and conditions

                  We have policies about refunds, exchange and returns and we would like to have the ability to add a check box (or the like) to an estimate/sales order/invoice to require the customer to acknowledge that they have read and accept those terms and conditions of purchase

                  3 votes
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                    0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
                  • Allow a user to delegate the right to send email from his address

                    I would like that a user allows another user to send an email from his address, so that an assistant can send a quote in the name of a sales manager.

                    3 votes
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                      0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
                    • Logo placement in templates

                      Though is set the category to email templates. This is actually for PDF templates and templates in general.

                      WHe i was styling the template i noticed that when you add a logo without any white margin all the text below get cramped to the bottom of the logo.

                      Im a graphic designer so i know some tricks to solve this. I also adjusted the email templates so it loads a logo cross domain.

                      BUt the gross of the users of ZOho probably dont know how to adjust there own logo so it looks nice on the template. Though we can…

                      3 votes
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                        0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
                      • Increase HTML characters in E-mail template

                        Currently HTML characters in E-mail templates is supporting up to 5K characters which is low if you want to design a HTML e-mail template contains logo, icons & text the average of HTML characters are 30K and zohobooks only support 5K.

                        3 votes
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                          0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
                        • When a mail is being sent from Zoho I want to see it in "sent items" at my Gmail account

                          When a mail is being sent from Zoho I want to see it in "sent items" at my Gmail account

                          3 votes
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                            0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
                          • Include items/tax placeholder in email templates

                            Please include placeholders for Items in email templates so that we can include a summary of charges in the email body itself and client can see details of items without downloading PDF invoice.

                            2 votes
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                              0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
                            • Batch edit customers into different language groups (English, German etc.) when sending out email templates

                              We pretty much have no returning customers as we offer sort of once-in a life time experiences. Our customers, however, come from various different countries.

                              It would be good if we would not have to associate every single customer with the email template of his language via the contact module. but moreover have our customers assigned to language groups where each German customer receives all templates in German, English customers receive all templates and notifications in English etc..

                              2 votes
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                                0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
                              • 1 vote
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                                  0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
                                • Notification for all customer one time by mail

                                  I would like to send notification to my all customer and vendors about new updates or changes through one mail only.

                                  1 vote
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                                    0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Correct/ update the name when sending to an alternate contact

                                    When you send a quote or invoice/ any email to a contact the system automatically picks the main contact, even if you have picked another. It can be a bit embarrassing if you don't remember to change it every time!!

                                    1 vote
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                                      0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Improve the email tracking

                                      I can see only the address in the "to" field and not the "CC" when i check the "story" of, for example, an invoice.
                                      I cannot see the email content (if i have write something dedicated to the receiver).

                                      1 vote
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                                        0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Reminders for Sales Order

                                        Set email reminders on sales orders not fully invoiced

                                        1 vote
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                                          0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Please allow users / admins to delete only mail account not to close the complete account

                                          Please allow users / admins to delete only mail account not to close the complete account, user / admin can create mail account by mistake, then he should have option to delete the same, it should not happen that he can't

                                          1 vote
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                                            0 comments  ·  Email Templates  ·  Flag idea as inappropriate…  ·  Admin →
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