Actually this should go under Automation category, but since there is no such, I enter it here.
So, it would be great if a Workflow rule (Estimate module) could be executed the based on the following trigger:
Customer status is Active.1 vote
create a way to have "comments" section from the Customer section pop up whenever estimates or invoices are opened?
create a way to have "comments" section from the Customer section pop up whenever estimates or invoices are opened?1 vote
Please add a permanent date of birth (or other unique) field that differentiates contacts with the same name and also appears whenever that contact is selected.1 vote
I would like to categorise my customers to make it easier for invoicing as our customers are regularly invoiced according to a day of the week and
also put our inactive customers in a separate category to reduce the contact list for invoicing1 vote
When adding a new client their names should automatically be added alphabetically to the existing names.1 vote
We believe your requirement is to have your contacts (in the Contacts module of Zoho Invoice) listed in the alphabetical order. If so, kindly navigate to the Contacts section and click on the column header “Name”. This will make sure that the contacts are sorted based on their name. If you wish to change the order (Ascending/Descending), you can click on the column header again.
In case your requirement is different, kindly drop an email to support[at]zohoinvoice[dot]com
Be able to send an invoice to several contacts at a time who purchased the same thing from you (eg. 4 music lessons in a month). Have it send out different invoice #'s.1 vote
It should be possible to create unlimited number of contact persons. We can now create only 20. That's not good for big corporations.1 vote
i would like to link salesperson with particular contacts, so that each time while billing it doesnt ask me to choose, while billing it automatically chooses the linked salesperson
i have 3 salesperson A,B & C
and 12 contacts 1,2,3,4,5,6,7,8,9,10,11,12
now in contacts i can add default salesperson
like A for contact 2,4,8,10
so whenever any invoice is created for say contact 2, then by default salesperson A is selected
thank you1 vote
Hello Zoho Team,
Adding option to upload custom Image to Custom fields.
Upload image is required we collected images of our consumers /clients,/Service providers in our system.
And want to show them ,how much we care about themselves.,so that they can also see their logo etc. while raising estimates,Invoices and Challans,which inturn gives a good impression and long lasting business.
Looking forward to initiate request at your earliest.1 vote
We would like to have multiple projects under one client with independent project portal access. At this time you have to list each project as a client for independent portal access. This makes for messy project organization. The natural hierarchy is Client / Project, there needs to be a choice if you want the client to see the portal for a project, or the project to see the portal or both. Thank you.1 vote
I would love to be able to BCC Zoho on email so the email I send gets logged with my client entry in Zoho. Nutshell does that already.1 vote
We'd love to have quick access to a list of all projects from one client. Now we have to drill down into Contact > Sales and scroll all the way to the bottom for a project list. Could that just become a tab next to Sales/Mails/etc1 vote
It would be very useful to have a comment section in the contact overview that could be instantly accessed by all users for scratchpad and temporary comments (the notes field unfortunately requires a number of click-throughs to get to, but is still useful for more permanent notes).
An area at the side would be preferable to the top, since comments at the top mean you have to scroll down to see all the contact information.1 vote
We are happy to announce that now you can create multiple comments for your Contacts.
Kindly have a look at our help document in the link mentioned below.
Give a hands on try and if you have further queries feel free to get back to us at support[at]zohobooks[dot]com.
Feature for printing sticker with basic customer details, invoice number, custom fields of invoice etc1 vote
When I look at the Contacts view, it's important for me to know which country the person is in. I've worked around the problem by putting the country in the Work Phone field, but it would be nice to be able to customise what information is shown in the overall summary (and sort on country).1 vote
In Zoho Invoice, you can print the statement of up to 100 customers in one go. To try this out, please refer this link:
Hope this helps.
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