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If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

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6543 results found

  1. Salesperson set customer level

    Wholesale businesses use a specific salesperson for each customer. Each customer's salesperson is used every order and every re-order that the customer places whether the order is placed with the salesperson themselves, by fax, placed customer service or even if it is placed with a different salesperson.

    Because of this, when creating a new customer record, we need to be able to set the salesperson in that customer record and then each time a new order or invoice for that customer is created the new order will set to the default Salesperson which was setup in the Customer record.

    This…

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    0 comments  ·  Customers  ·  Admin →
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  2. whatsapp intergration for vendors

    I appreciate the existing WhatsApp integration in Zoho Books for customer-related communications, which significantly improves efficiency and ease of use.

    To further enhance the functionality of Zoho Books, I would like to suggest extending the WhatsApp integration to vendor-related processes. This enhancement would streamline communication with vendors and provide real-time updates. Specifically, the following features could be included:

    Sending Purchase Orders via WhatsApp:
    Allowing businesses to send purchase orders directly to vendors through WhatsApp would ensure timely delivery and facilitate better tracking of communication.

    Payment Notifications to Vendors:
    Integrating the ability to send payment confirmation messages via WhatsApp when a…

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    0 comments  ·  Zoho Integrations  ·  Admin →
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  3. I HAVE BUSINESS IN MEDICINE , SO I NEED ONLY MONTH AND YEAR LIKE 03-21 IN EXPIRY, HOW CAN I HIDE DATE

    I HAVE BUSINESS IN MEDICINE , SO I NEED ONLY MONTH AND YEAR LIKE 03-21 IN EXPIRY, HOW CAN I HIDE DATE

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    7 comments  ·  Invoices  ·  Admin →
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