Zoho Finance Limitations 2.0 #6: Can't email a Zoho Finance record to a person unless they are a contact on the account

Want to email an estimate to a contact not listed on the account? Tough... you can't!!  You have to download the PDF and send from your email client. 

Workaround: Send to the primary contact and just cc the other person.

========

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

https://help.zoho.com/portal/en/community/topic/zoho-books-zoho-crm-integration-full-of-limitations-rendered-useless

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