mobile convert of sales order into invoice

mobile convert of sales order into invoice

Hello,

in desktop version there is a button to convert sales orders to invoice with data filled from SO. 
is there an option to make the same from the mobile? 
I am using CRM professional, 
it this available for CRM PLUS subscriptions?

please help..


      • Sticky Posts

      • Tip #3: Use Check-in to geo-tag your client visits instantly

        Hello everyone!We are back with a new tip for this week. In case you missed our previous tip on layout based conversion mapping, you can read about it here. This week's tip goes out to all the sales reps and sales managers out there.  Tip #3: Use Check-in to geo-tag your client visits instantly  Done with your client visit? Yay!  But wait, here comes your next bit of boring yet important things that you do: Call your sales manager and inform him/her that you are done with the meeting. Create/update

        • Recent Topics

        • PASSWORD

          Hello, I'm Joyce, my client used zoho for password sharing, he did share the canva but once I clicked on it it will not automatically log-in, instead I need to log-in again. My question is my boss log-in first to his gmail and use his gmail to log-in

        • Kaizen #195: Frequently Asked Questions on Bulk Read API and Bulk Write API

          🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

        • admin problem

          i can't to reach for the panel that i will create another mail to our company account i have admin access but i can't reach the panel our Company name Scale point my mail asmaa@dcalepointhub.com please can you help me Thanks

        • 554 5.7.1 : Recipient address rejected: user [username] does not exist

          Hi, I mistakenly altered my shopify email settings (where my domain is managed), but immediately reverted them, however now I have a strange email issue. I can send emails just fine, but cannot receive them. I have tried all troubleshooting steps but

        • Legit email address?

          Hello, I received emails from zohoadmin@biznetvigator.com with a password expiry notice. is that a legitimate email?

        • SMTP Authentication Fails with App Password – “535 Authentication Failed” Error

          Hello, I'm trying to send transactional emails from my WordPress website using the WP Mail SMTP plugin with Zoho Mail (smtp.zoho.com on port 465 with SSL). I've created and used a Zoho Mail app-specific password for SMTP, and verified that: The email

        • Deluge script issue : Mismatch of data type expression. Expected BIGINT but found STRING

          I'm building a Zoho Creator form to take inputs for Email, Bootcamp Name, and Tag. If a record with the same Email + Bootcamp exists in a custom module (bootcampattendence), I want to update it by adding a new tag. If it doesn’t exist, I want to create

        • Survey end date extension

          Hi, Is there any way to extend the end date of my survey? I needed more time in finding respondents that is why I need to extend the end date of my survey. Help. Thanks

        • Problem with signature in a forwarded mail

          Dear All, In my email account I created a signature and I unchecked the 'Place signature above the quoted text for relies and forwards' My question is, when I am trying to forward an email, sometimes I need to insert my signature so I select it from the

        • Out of Office not working

          I have set up out of office on zoho mail, however, it does not reply to every mail sent to it. I have tested it by sending several test messages from multiple different email accounts, I will get a response to some of them, but not all of them this is

        • Error message that says only images and no text

          I filled out a template for a weekly newsletter with text and images throughout but when I click save and next an error message comes up that says "Campaign content has only images and no text" which is not true at all. I have no idea how to fix this issue and don't know where the problem is. 

        • Contacts Don't Always Populate

          I've noticed that some contacts can easily be added to an email when I type their name. Other times, a contact doesn't appear even though I KNOW it is in my contact list. It is possible the ones I loaded from a spreadsheet are not an issue and the ones

        • Cannot add zoho email to gmail acc

          I'm trying to set up my zoho mail to connect to my gmail acc but no matter what I try I always get this problem. What should I do now? Password is up-to-date. Authentication failed. Please check your username/password. [Server response: 535 Authentication

        • 553 Relaying disallowed - Invalid Domain

          I have this error "553 Relaying disallowed. Invalid Domain" when sending an email to any email address. But I still receiving email from other emails. I checked MX, DKIM, SPF and it's ok. Could you check and help? Thanks

        • Turn off Organization Contact List

          We need to be able to turn off the Organization Contact list for some of our staff. Once the Organization Contact list is turned off for a user, we would then like to be able to create a list of contacts on per user basis that would not be editable by

        • Unable to send massage Reason 553/ Relaying Disallowed. Invalid Domain

          Cant sed massages from my email. All massages from my domain received the same issue Unable to send massage Reason 553/ Relaying Disallowed. Invalid Domain

        • Kaizen #194 : Trigger Client Script via Custom buttons

          Hello everyone! Welcome back to another interesting and useful Kaizen post. We know that Client Scripts can be triggered with Canvas buttons and we discussed this with a use case in Kaizen#180. Today, let us discuss how to trigger Client Script when a

        • Make record entry more organized with the Sections component in Wizards

          Hello everyone! Wizards in Zoho CRM have always helped you break long record-detail pages or large sets of fields into multiple screens, making data entry smoother and more user-friendly. Now, we’re taking a major step forward with a new Sections component—giving

        • GSTIN Public Search API

          Does zohobooks have an api using which i can search GST numbers and get their details?

        • External @zoho.com mail stopped working today, yesterday no issues

          Hello, Over a sudden mail stopped being delivered to inbox. Domain is standard zoho.com worked no problem yesterday, today nothing in inbox. Sent several test emails from corporate account & from gmail.com, logs show acceptance by zoho mail server, but

        • Suggestion: Smart Purchasing Module for Zoho Inventory and Zoho Books

          Suggestion: Smart Purchasing Module for Zoho Inventory and Zoho Books As an active user of Zoho Inventory and Zoho Books, I’ve noticed that the suite already provides valuable tools for managing inventory, analyzing trends, and processing purchase orders.

        • Adding bank details to the contact through API

          How to add bank-related information to the contact while creating it using API? The account number needs to be encrypted before sending it through API but not sure how to encrypt and get those values. Please guide me in this.

        • average cost display

          Hello there, I'm using the average cost valuation method, and the cost price shown in the Items menu should reflect the latest WAC (Weighted Average Cost). However, it doesn't update automatically. Is there a way to display the current average cost without

        • Apple Mail issues

          Dear Sir or Madam, I am trying to configure my Zoho mail account to Apple Mail. It is not working. It seems to need more information (perhaps a path prefix?) than is shown in your tutorial (<www.zoho.com/mail/help/apple-mac-imap.html>). After plugging

        • Assistance Required for Migrating Data from Odoo Inventory to Zoho Inventory

          Hi Team, I previously used Odoo Inventory to manage my stock and transactions, and I’ve now moved to Zoho Inventory. I’d like to migrate my data from Odoo—including product details, stock, purchase, and vendor information- into Zoho Inventory for continuity

        • I need my entire Zoho Account (mail/organization) deleted!

          Hey! I used zoho for my email aaron@aaronglass.me with domain forwarding/mx all that. I got rid of the mx info on my godaddy account and still Google won't let me sign up with my aaron@aaronglass.me email. (I'm moving to Google for business) SO! I was

        • Error: "Invalid Element warehouse_id" when sending order to Zoho

          i'm getting the error "Invalid Element warehouse_id" when trying to send an order to Zoho via API. Has anyone faced this issue before? How can I fix it?

        • No way to sell individual and case units smoothly in Zoho

          Currently, Zoho Inventory handles inventory primarily at the case level, which can be challenging for businesses that frequently need to break down cases into individual units for retail sales or smaller shipments. Although Zoho Inventory currently supports

        • How to handle multiple languages (Resume parser, Job opening, job board, career site) ?

          We are looking to bring Zoho Recruit to a market that needs to support 2 languages. The first thing we need to make sure is that the Candidate be flag with the language they speak. This is easy enough make a custom field that as the desire languages.

        • Shipping Labels

          Hi, Can we generate Packing Labels for manual shipping same as the format as Airway Bill in zoho books or inventory?

        • Unit Measurement Sign,

          Dear Zoho Support Team, I hope you are doing well. We recently purchased Zoho Inventory based on recommendations of your team that “it would be a great fit for our Shopify operations”. However, we are currently facing several urgent issues that require

        • Leadchain into a custom module

          Hello ZOHO Community ! is it possible to put the leads collected by leadchain into a custom module instaed of leads module ? Best wishes Niels

        • Urgent: How to Bulk Upload Images in Zoho Inventory? Any Workarounds?

          We are currently onboarding 5,000+ items from Shopify into Zoho Inventory, but we’re struggling with the lack of a bulk image upload feature. Right now, we have to manually upload and assign images one by one, which is extremely time-consuming and inefficient.

        • Can I automatically update COGS and Inventory account when creating an item?

          I have been trying to get Zoho to update the other two fields when I update one (Sales Account, COGS account, and Inventory Account). I know this seems like not a huge time saver, but I am all about efficiency and being an independent taproom, I create

        • I'm looking for a Microsoft List alternative in Zoho One to manage large lists of repetitive tasks

          I've used Microsoft Lists to manage lots of tasks that need to be completed several times for different users. We started with a large spreadsheet and then discovered lists, which worked pretty well. I was wondering if there is a similar products in Zoho,

        • Zoholics Europe and UK Awards 2025: Honouring our loyal customers!

          We're excited to announce that at this year's Zoholics events across Europe, we're holding customer awards for the first time ever! This is your chance to shout about the amazing things you've created, connected, or achieved with Bigin! And if you win,

        • Fillable template with dynamic tables?

          Is there a way to build a fillable template so that users can add rows to a table? To describe what I'm trying to accomplish the table has 3 sections; a header row, some number of rows with custom information, and a summary row with totals. I can't figure

        • How to store API keys in zoho?

          Hi everyone, I'm currently building an integration using Zoho Flow and I need to securely store several API keys that will be used to make external service calls from my flows. I would not like to hardcode the values in the code of custom function. What's

        • Zoho RPA is now available in your Zoho One bundle!

          Hello All! Of late, it's been quite a stint of new app integrations in Zoho One. This announcement pertains to the addition of another Zoho application, the most sought-after Zoho RPA - Robotic Process Automation, to the bundle. What is Zoho RPA? Zoho

        • is there an easy way to embed a zoho analytics report into a widget (or inside the "account" page) of Zoho CRM

          Hi, I have built a report that is specific to an account in Zoho CRM but I would like this to be built into the Zoho CRM front-end. I have looked at the widget concept but it seems quite complicated (see attached screenshot but I need to filter this view

        • Next Page