Zoho Finance Limitations 2.0 #6: Can't email a Zoho Finance record to a person unless they are a contact on the account

Zoho Finance Limitations 2.0 #6: Can't email a Zoho Finance record to a person unless they are a contact on the account



Want to email an estimate to a contact not listed on the account? Tough... you can't!!  You have to download the PDF and send from your email client. 

Workaround: Send to the primary contact and just cc the other person.



========
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