Feature Request: Retainer invoices in CRM Deals
As the topic identifies, it would be rather beneficial if the Zoho Finance integration showed Retainer invoices as well. Additionally, it would be advantageous if we could have the option to "Open in Books" for all Zoho Finance related records within CRM.
Topic Participants
ZENBROS - T.J.
Ashwinth Shekar
Sticky Posts
How to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________