Set validation rules for estimates You can choose the field for which you want to set, select the required condition, customize the alert message that should be thrown when the validation is not met. Choose multiple values for a custom field Multi-select fields allow...
May 2019 Updates Package Geometry Allows you to arrang items within the boxes. You can see how the items sit in the box in a 3D format. Layout the items inside the box beforehand and generate package slips for them as well. Learn more about package geometry in Zoho...
New options added to Zoho Sign: Quick Send in Zoho CRM Deeper integration with Zoho Recruit Embedded signing via Zoho Forms Microsoft Teams extension Field templates Coming soon: Integration with Zoho Mail Webhooks Deeper integration with Box Approver action in sign...
Zoho MarketingHub has been announced at Zoholics 2019. This new cohesive system gives you the flexibility of multichannel engagement along with advanced marketing features and metrics. Get ready to access some of the popular in-house and external marketing...
Custom Scheduler Custom Schedulers can create a custom function and schedule them to perform them at periodic intervals. Search Help Resources OAuth for Razorpay Integration Enhancements to Report Filter the Sales by Item and customer name Filter reports using the...
Multitask with Web Tabs Web Tabs allow you to access a webpage or an application within Zoho Subscriptions. Configure an account for setup fees The Setup Fee field can be used to collect charges like security deposits. Secure your Webhooks Updates to the mobile apps...
Zoho Inventory Updates. Tax Inclusive Sales Orders from Shopify Import your tax-inclusive sales orders from Shopify to Zoho Inventory. Available for organizations in the US, UK, AU, CA, and Global editions. Learn more about the Shopify Integration. Workflow Automation...
Zoho has made some enhancements to Zoho Inventory. Shopify Multi-store Integration Integrate up to five Shopify stores with a single Zoho Inventory account. Instant Invoicing Instant Invoice allows you to create and invoice without going through steps like editing and...
Export only what you see You can export only the data that’s visible in your custom views and default filters for the Customers, Subscriptions and Invoices modules. Create custom buttons for credit notes Some button examples are for credit notes, and sending...
March 2019 Updates: Add items in bulk: Add up to 50 items and their quantities at one time. Reduce redundant notifications from Recurring Invoices You can now disable notifications for recurring invoices while in draft status. Customize reports by projects Invoice...
