Hi,
In our business use case, we have multiple organizations in Zoho Books which need to invoice from the same Zoho CRM login. We can easily invoice from the first synced organizations but we can't from the other organizations. I need to :
1. We need to invoice from at least 3 different companies
2. All potentials and contacts 3 companies are in our CRM
I am looking for a workaround, which might take the form of a widget inside the Zoho CRM record?
It could be a Zoho Creator widget which is linked to Zoho Flow, what do you think?
I want to create invoices from the widget and have the related invoices shown in the record. We also need to choose which Zoho Books organization to send the invoice from.
Would Zoho Creator be the best way to achieve this?
Thank you!