Within the CRM you can send a quote to a contact and attach a document, brochure, etc... from your linked Zoho WorkDrive account which works great. Once you move to Zoho Finance this is not possible. You can only attach documents from your computer. Workaround: Have
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
When creating a custom link within the Zoho Finance module there is no option to select the "Account Id". If creating a Custom Button, it's available. Any plans to make this available within a reasonable timeframe? ======== Perspective: using Zoho finance
Trying to migrate from CRM / Quickbooks to CRM / Zoho Books / Inventory... Query #3 I've enabled serial number tracking and selected "Track in Packages, Purchase Receives..." option (Books>Settings>Preferences>Items>Choose Tracking). How do I show serials