Position Billing & Shipping Addresses in Invoices When sending a printed copy of the invoice you can now move the position of the addresses so it fits into the window on the envelope. Send SMS for Payment Reminders to Your Customers You can remind your...
Updates have been made for recurring tasks and reminders: Recurring tasks can be set using Due Date Custom repeat types can be configured Editing the repeat type after task is created Stop recurring tasks Enhancements in Reminders Notify Owner For a full...
May 2019 Updates: Set validation rules for estimates Exclusive Inbox for Expense Receipts Store all your expense receipts in one place. Upload, auto-scan your expense receipts or have your expenses mailed to your Zoho Books account. Choose multiple...
Automate frequent tasks with Custom Schedulers Custom Schedulers allow you to create and automate tasks on a recurring basis, they can run daily, weekly, monthly or yearly. Multi-select Custom Fields Multi-select fields allow you to choose more than one option vs....
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...
