Zoho Finance Limitations 2.0 #2: Users can't email from their own email account. Workaround option available but not scalable
It's standard practice for CRM users to email quotes (native CRM) from their email account (we use IMAP integration with gApps).
Within the Zoho Finance module this is not possible. You must
- add each approved email from books
- setup each template for that user for each module
- estimates
- sales orders
- Invoices
We've 30+ users who would use this system which means setting up 90 templates and also scrolling through the long template list every time you want to send an estimate.
What happens when you've 100 users? The solution is not scalable.
I understand people might want to send invoices from one account but from a selling / quoting perspective a better option would be to auto populate the logged in user to their “assigned template” or just auto populate the logged in users email as the from account (and bcc field while your at it!).
If the users email auto populated then you’d still need to fix the signature issue which is lacking also.
========
Perspective: using Zoho finance integration from within Zoho CRM which adds a new module that pulls in Zoho books data.
Original Zoho Books / CRM limitations post by Gaurav Sethi
Moderation Update (1st March 2024):
The provision to send out emails from their email addresses as opposed to the Admin's is now available, among other updates.
Please head to the announcement post to know more.
https://help.zoho.com/portal/en/community/topic/enhancements-to-finance-suite-integrations
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