Is there a way to add clients who don't have organisation in Zoho Books/Payroll/Expense ?
The Zoho Practice software is only allowing a total of 15 such clients who are not organisations in Zoho Books/Payroll/Expense. i.e. 5 organisation in each of the software by creating a new organization for them and adding the accountant as the admin in those organizations.
Now, here's the issue, the account can have multiple clients in hundreds many of whom may use Zoho Books/Payroll/Expense and many who may not be using any of these 3 as on date.
The accountant obviously wants a single platform to manage all his clients.
So, there should be a way to add as many numbers of customers as client under general/other category without the need for having an associated Zoho Books/Payroll/Expense Organization.
Please see the screenshot and make the Zoho Apps drop down list as non-mandatory. So that this tool can really reach its potential.
Access your files securely from anywhere
Zoho Developer Community
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
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator 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.