We have always used the notes module to have contextual conversations around records especially Sales Orders which is really helpful. Our sales people are in the field so generally they are responding on their mobile app once they click the link within
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
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