Deal lookup field is now available for Invoices module in CRM
Dear All,
We are glad to introduce the Deal Name lookup field in the Invoices module.
Thus far, the invoices module had lookup fields to associate records from accounts and contacts modules, by default. On the other hand, the Quotes and Sales Order modules had lookup field for the Deals module, besides the Accounts and Contacts. During conversion of a quote or a sales order into an invoice, the deal information associated with the quotes and sales order module, wasn't converted automatically. Although users could create a custom lookup field into the Deals module, it was time-consuming.
Hence, to reduce the manual work, we have now added Deal Name lookup field in the Invoices module by default. This will help users to associate deals directly while creating an invoice, or carry forward the deals information while converting a quote into an invoice.
For existing users: Deal Name lookup field will be available on the tray of unused fields. They can simply drag it into their layout and use it if required for the invoices.
For users who manually set up a custom deal lookup in Invoices, we've provided an option to map the existing field with Deal Name in Sales Order and Quotes.
For new sign-ups: It is available in the layout by default.
P.S. This feature is now available for all users in all DCs.
Deliver unforgettable customer experiences
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
Sticky Posts
The Canvas module view gets an exciting face-lift
Announcement moderated on: 4th July,2023 The Canvas module view revamp has been successfully opened for all users in all DCs today. Dear All, We hope you're well! When it comes to business productivity, data organization and accessibility play a crucial
In-person ZUG (Zoho User Group) meetups - Learn, share and discuss all things Zoho
A big warm hello to the Zoho Community! We're excited to invite you for some lively Zoho discussions at our upcoming ZUG meetups to share and discuss all things Zoho. Our Zoho User Group (ZUG) meetups are designed to bring our community closer together,
Introducing a new home page view and UI enhancements for Dashboards
Hello everyone, In CRM, the home pages provide a quick view of the various happenings in a business with the help of dashboards. The home pages also help to organize one's and the team's day's work. There are three views in the home tab: Classic User's
New Actions in Workflow rules - Schedule a Call & Add Meeting
Dear All, Greetings! We've come up with some exciting updates to actions in Workflow rules. As you might know, Workflow rules help you to automate your follow-up processes without any manual intervention. Presently, to orchestrate sales cadence,
Blueprint enhancements - Parallel and multiple transitions, and more
Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Desk Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Zoho Show Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.