View the drafted invoices filtered by sales person
6
votes
Kodati Sai Kiran
shared this idea
Hi there,
Thank you for posting on our feedback forum.
You can make use of the “Custom views” in the Invoices modules to create separate views for each sales person. This way, you can view the list of invoices in which a particular sales person is associated.
The below help doc explains more on custom views:
https://www.zoho.com/invoice/help/invoice/custom-views.html
Cheers,
Reshma.