I have been working on integrating Zoho at my small company. Although the beginning was simple and user-friendly, I set-up the first modules with no problem at all. I then upgraded to professional, there, it started...

I now have problems to do simple things concerning the quotes & invoices modules. Indeed here are some of the issues I cannot seem to find an answer to. I hope that you will be able to help !!

- I need to provide an "identity" number for my company to my clients. How can I create a fixed custom field (just like the T&C one in Quotes & Invoices)

- I have two different T&C's. One for my quotes, one for my invoices. However, when I convert my quote, it keeps the T&C's of quote instead of changing it to the invoice's T&C field.

- Although the issue has been raised before by other users, it is really time-consuming not to have an automatic tax calculator. It seems rather simple compared to the complexity of Zoho CRM.

Thank you so much for the time you'll take to help me !

Pierre