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Julien Perreard

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  1. Link SO, Invoice & POs with a common value

    180 votes
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    18 comments  ·  Zoho Books » Transactions  ·  Admin →
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    Julien Perreard commented  · 

    I agree fully - the ability to link a Deal on the CRM to Estimates, Invoices, Payments would be amazing.

    So Finance Team on Zoho books could see details about the Deal & related 'finance elements' while Sales Team could then see on the CRM all related Finance elements on the Deals record.

  2. Allow multiple currencies per client

    1,198 votes
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    Not For Now  ·  92 comments  ·  Zoho Books » Invoices  ·  Admin →
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    Julien Perreard supported this idea  · 

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