Zoho Finance Limitations 2.0 #4: You can't edit an Address for any Finance records

Zoho Finance Limitations 2.0 #4: You can't edit an Address for any Finance records

While adding or editing a Zoho Finance record (estimate, sales order or invoice) you can CHANGE the billTo / ShipTo address and ADD another one but if you make a mistake you can't edit the address. You have to add another address... make a mistake on that one? Add yet another!

Workaround: Call somebody with access to books and ask them to change it (suggested by support!)



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Perspective: using Zoho finance integration from within Zoho CRM which adds a new module that pulls in Zoho books data. 


Original Zoho Books / CRM limitations post by Gaurav Sethi

Moderation Update:

The option to add/edit the address from the Finance modules in CRM is now supported. Hence, we are locking the post.
If you have any questions or challenges, please start a fresh post.
Thank you.