Posting this incase other people are unaware of this issue. It's been reported multiple times but there's no solution in sight. Summary of Issue We convert CRM Quotes to Zoho Finance Sales Orders. Since early June we randomly get duplicate Sales Orders
Another bug found. To replicate scenario - Open CRM "Zoho Finance" Module & go to Invoices - Select the "All Invoices" filter list - Filter by "Status" IS "unpaid" Expected Outcome You will be presented with a list of Invoices which are "UNPAID" Actual
With CRM / Zoho Finance integration you can view the current stock details of a product which is great. The problem with the information shown is some of it is confusing or it's linked with the wrong books information AND some vital information is just
Summary I'm trying to create a Anomaly Detector chart and use the criteria filter for sales orders but no options show for the status criteria. I'm presuming it's a bug but who knows! You can enter in text but what should we enter? Other reporting areas
Summary We use the Zoho Finance integration within the CRM. I have a situation where there is one Zoho Books sales order BUT in the CRM I have 2 duplicate Sales Orders. The exact same sales order is just duplicated. Each Sales Order (finance module)
With CRM / Zoho Finance integration you can see the product quantity in stock, ordered and in demand on the product details page if you scroll down to that section. However if you try to add these fields to the "Business Card" layout which shows at the
Summary I'm trying to filter Sales Orders based on Status. None of the status options shown return records even though I have several hundred that fit the criteria. To replicate scenario - Open CRM "Zoho Finance" Module & go to Sales Orders - Select the
This is very easy to miss for people just starting to use the system. When adding a Zoho Finance record, you click the magnify icon to the left of account name to find your account. A popup screen appears but the search box is barely shown onscreen.
This is a really annoying one and makes the workflow unusable. You basically can't select or REALLY struggle to select an account from the popup window. To replicate scenario - In CRM Open the Zoho Finance module and Create an Record - Click the "Magnify
This is a major bug that started happening on Monday for us. I was onto support for 2 hours and they confirmed the bug. This has crippled our operation as we run a ton of automation based on these custom buttons. To replicate scenario - Open the CRM Finance
In Safari when creating / editing an Estimate, the Subject line height expands to the full height of the page. If you type something into the subject line then it reverts back to the correct size. It's fine in Chrome. See below...
I'm running an INVENTORY SUMMARY report. When viewing within the app the date shows but when I print or export to PDF no date is included. Makes it difficult when you print out reports... you have to hand write the dates!
Never too sure where to put these posts. I've settled on CRM forum as it's in that context where this bug apprears. To replicate scenario - In the CRM leave a note and tag another user on a Zoho Finance record - In Books open the corresponding Finance