Skip to content

Venessa

← Feedback Forum

My feedback

5 results found

  1. Purchase item with different unit of measure than sell item

    168 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Work In Progress  ·  20 comments  ·  Zoho Inventory  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Venessa supported this idea  · 

  2. Split Transactions for Check payments and Credit card feed

    170 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    11 comments  ·  Zoho Books » Banking  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Venessa supported this idea  · 

  3. integrating price list/price books from ZOHO CRM to ZOHO BOOKS

    28 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    4 comments  ·  Zoho Books » Zoho Integrations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Venessa supported this idea  · 

  4. Allow child/parent contacts

    259 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    26 comments  ·  Zoho Books » Customers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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. Allow a choice of both Accounts and Contacts to sync as the primary for example. One account in CRM has many different departments and each

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Zoho Books  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Venessa shared this idea  · 

Feedback and Knowledge Base

(thinking…)