catergorise National clients and International clients

It would be nice to have a "contract" manager addition to contacts. This could be accomplished by checking a box for adding contract info such as start and end dates, contract amount, etc. it would also be nice if Zoho would send reminder emails prior to expiration date of contracts. This may be achievable via Workflow Automation but would we nice if if were part of the package.

An option to generate statement of accounts without payment details, and only details of outstanding invoices.

Company Registration Number and VAT ID should be already default fields.

It would be also awesome if VAT ID could be validated directly through VIES.

Add Outstanding Filter option when sending bulk statements from the contact section.

I appreciate the Outstanding Filter in the statement section, very much needed. Just missing in the bulk statement section.

Thank You

Set a default tax mefhod per contact. Some contacts use compounded tax, some use other methods, but the tax method is always the same per customer. It would save a lot of time to fix a contact's tax method by default.

Hello,

the custom views and custom fields are great, but I would like to sort for my custom fields in the contact list. could you implement this sort function?
Thanks

ability to set up zip codes and they automatically bring up city and state when we select them upon entering a new client. 90% of my client base are new clients.

Need shipping address limit increased to unlimited if possible. I invoice a single client for upwards of 200 locations. Thank you for your consideration.

I'm just getting started with Zoho and it is nice... but one thing I noticed is that if I setup a new organization, I have to setup contacts for it separately. It would be better if existing contacts could be used by different organizations.

I'd like to be able to upload an image for my contacts. Whether it be an individuals photo, a business logo, or something else. This gives me a visual way of quickly finding a contact.

If this is not possible it would be nice to have the icon next to a contact change to a company icon (warehouse, office building, etc.) if the contact has been set up as a company.

One option i didn't see is the option to edit the items table in customer statement templates ! This would be a good thing to add on the website !

Compose and send email to all contacts at the click of a button to alert of e.g closure

wish to see a list of customers against the price list associated with them.

When customising the Customer Statement, Statement Table section, please include the option to add the Invoice's (Retainer too!) Reference field into the Transaction Details column.

For example, the column currently says "RI-2018-00004". If the Invoice's Reference field has "Bulk Widgets XYZ for Project ABC", then the Customer Statement's Transaction Details column should be "RI-2018-00004: Bulk Widgets XYZ for Project ABC".

Be able to set a default state for all clients or have a drop down box for states that you can set up which states you want included in it. It makes entering new clients faster.

Customer work order - for service technicians - which may or not include prices, this is left with the customer representative following a service call

This work order is later converted to an invoice

Currently I use Zoho to Invoice but I cant seem to find anyway to schedule the next appointment with reoccurring clients which in my case is in 1,2,3 or 5 year intervals.
If there was a simple way for me to click a box during invoicing that was attached to a calendar where I can select 1,2,3 or 5 years that would help me greatly planning my business moving forward...

Permettre de faire une extraction du fichier client global.
Pouvoir récupérer tous les e-mails des clients facturés et/ou à qui on envoie un devis, à afin de leur envoyer un e-mail.

ability to print a service tag label, example xxx123 that ties up to a service job.