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Mike Simpson

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  1. There needs to be a link to create a project from an accepted Estimate. There is no reason to create a project when the estimate may not be

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    1 comment  ·  Zoho Books » Estimates  ·  Admin →
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    Mike Simpson commented  · 

    Can't emphasize this enough. Right now I have to create a Zoho Project, have it sync to Books, and associate it to an estimate BEFORE they even sign the deal. If the deal doesn't happen, I have extra records that need to be cleaned up.

    The relationship to other records in Zoho should NOT be the part that is frozen when you sign an estimate OR as this suggestion has it, create functionality to handle this after the estimate is approved/signed.

    Mike Simpson supported this idea  · 

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