Search
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Move customer data format (address, custom fields, etc) in the customer section.
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make it possible to store credit card data via tokenization for clients the same way you currently store that data for recurring transaction
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Administrators connection to Client Portal's to validate data displays corrently
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How to Backup Your Data Before Migrating from GoDaddy to Google Workspace?
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support of XML format to export sales data
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Allow users to handle the data and transactions for assigned vendors only.
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How to convert tally data to ZOHO books?
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I want to remove the client data created. Provide me a feature for that.
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USER - ADD FEATURE IN USER, WHO CAN VIEW DATA, ONLY FOR SPECIFIC FINANCIAL YEAR!
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Search engine should search globally through all key fields, in all data types
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Allow inventory data to be editable in a sheets view like ZohoCRM
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I would like to track open and click rates for email notifications sent from Zoho Subscriptions and push the data into the CRM.
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checks, allow more data be put on check stub.
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Machine learning takes data and looks for underlying trends
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what happens to my data if don't renew? No viewing rights = No exit from zoho.
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Increase size for header and footer data in templates or allow html or rtf format
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Import Sales and Transaction Data from Square into Zoho Books for up to two years
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Allow placement of any customer data on Sales Orders templates
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import data from another accounts package like freshbooks or CSV
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eBay sales integration should include additional data from sales record · Completed