Hello, we are a Zoho One user and recently went live with Books and Inventory. When looking at the Estimates list view, there are different views to select from the dropdown list but I see no way to select a list view that only shows Estimates that have been Accepted but are needing to be converted.
Currently one has to click into every Accepted Estimate, one by one, and click on Comments and History to see if the Estimate has been converted to a Sales Order or Invoice. That is not practical.
We need a list view of Accepted Estimates that have not yet been converted, right? Is that not what is important to make sure nothing falls through the cracks and gets neglected?
It would be great if Converted Estimates have the status updated to a Converted status, which would then allow us to filter out those Estimates on a List View, so we can focus only on those Accepted Estimates that need to be Converted.
Is there any way to do this today or can this be an enhancement request?
I do see there is an option to automatically convert Accepted Estimates to an Invoice, but we require all Estimates to be converted to a Sales Order, not an Invoice, and we would prefer to manually convert them.
Thanks for any feedback.