Deal lookup field is now available for Invoices module in CRM

Dear All,

We are glad to introduce the Deal Name lookup field in the Invoices module.

Thus far, the invoices module had lookup fields to associate records from accounts and contacts modules, by default. On the other hand, the Quotes and Sales Order modules had lookup field for the Deals module, besides the Accounts and Contacts. During conversion of a quote or a sales order into an invoice, the deal information associated with the quotes and sales order module, wasn't converted automatically. Although users could create a custom lookup field into the Deals module, it was time-consuming.

Hence, to reduce the manual work, we have now added Deal Name lookup field in the Invoices module by default. This will help users to associate deals directly while creating an invoice, or carry forward the deals information while converting a quote into an invoice.

For existing users: Deal Name lookup field will be available on the tray of unused fields. They can simply drag it into their layout and use it if required for the invoices.

For users who manually set up a custom deal lookup in Invoices, we've provided an option to map the existing field with Deal Name in Sales Order and Quotes.

For new sign-ups: It is available in the layout by default.

Resources: Working with Invoices, Standard Fields in Invoices, Creating Invoices.

Thanks!

P.S. This feature is now available for all users in all DCs.

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Topic Participants
Nizamuddin Sohel SK

Sticky Posts
Focus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?
Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can
Identify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some
Gain control over record sharing with portal users through our new enhancement: criteria-based data exposure
Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparency
Context and convenience just got better with Zia's email intelligence
Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several