Resubmit for Approval for Zoho Books Module in CRM

Resubmit for Approval for Zoho Books Module in CRM

The integration between CRM and Books is great, but it is incomplete in many areas. One of them is if an estimate/invoice/sales order is rejected, the users in CRM cannot resubmit it for approval. Let's face it, sales people will mostly be in CRM and would not be in Books, but they are the ones who would ask for approval. Not being able to resubmit for approval in CRM is a great inconvenience. Let's think of the general public for a moment, and not jump into custom function workaround at a whim because not everyone has the capability nor the temperament for it. Make it a standard function. Really hope Zoho can implement this. 

      • Sticky Posts

      • Free Webinar - Digital signatures for digital contract management with Zoho CRM

        Hi, Did you know you can seamlessly send and collect signatures on important business documents like business proposals, vendor agreements, sales contracts, invoices, and other inventory documents with Zoho Sign’s extension for Zoho CRM? Join our upcoming
      • New User Interface for your Email integration in Zoho CRM

        Hello folks,  As most of you may already know, Zoho Mail recently got a new user interface that's a lot better and easier to use. As a result, this change will affect your email integration with your Zoho CRM account**.  If you have your email integration in Zoho CRM set up through POP, your Emails UI in CRM will be moved to the new Zoho Mail UI. We hope that you like the new and improved Emails interface inside Zoho CRM. Feel free to share your feedback by commenting below.  **Please note that,
      • Fetching leads from Zoho CRM into Zoho Creator, automatically

        I'd like to pull new leads from the CRM system, into Creator, on a daily basis. Is this possible?   Yes, it is possible. Zoho Creator and Zoho CRM are integrated with each other, enabling you to synchronize data between them. This is done by fetching records from CRM into a Zoho Creator form. In order to achieve this, you'll have to configure a workflow alert in Zoho CRM.  For instance, you can maintain the lead details in CRM on a separate form in Zoho Creator by fetching the details automatically