Venessa

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  1. 168 votes
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  2. 171 votes
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  3. 28 votes
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  4. 259 votes
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    Venessa commented  · 

    I really need this feature as well.

    Quickbooks allows child accounts and Jobs, which I think both are important.

    Allow a choice of both Accounts and Contacts to sync as the primary
    or allow departments in both Books and CRM.

    for example. One account has many different departments and each department has a contact.

    It would be great if each contact could have its own client portal only able to see their invoices

    When it syncs to the CRM only the invoices attached to that contact shows up under that contact, but all invoices show up under accounts .

    Venessa supported this idea  · 
  5. 1 vote
    0 comments  ·  Zoho Books  ·  Admin →
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