Hi all,
We've transitioned to using the Zoho Finance Integration to raise orders.
Is there a simple report that can show the 'status' of an order through these modules.
I know there are statuses within each module (i.e. for invoice - draft, overdue, paid etc/.), but what I want to see instead is all orders and there status.
Eg/. Order 1 is at Estimate Stage
Order 2 is at Sales Order Stage
Order 3 is at Invoice Stage
Is this possible using CRM reports?