Contact creation and profile
- How can I add new fields to my contacts?
- How can I associate unique templates to my contacts?
- How can I assign alternate billing and shipping address for a contact?
- How do I add a secondary email address to my contacts?
- How many contact persons can I add to a contact?
- How can I import selective accounts/contacts into Zoho Invoice?
- I added a customized field to my client’s contact info, but I can’t get it to show on the invoice. How do I do it?
- How do I assign a user to handle all the transactions for certain contacts?
- Can I have duplicates of contacts with the same display name?
Transactions and other actions
- How do I create a new transaction for a contact?
- How can I merge contacts?
- Can I delete a contact?
- How do I filter my contacts?
- How can I view CRM contacts under the contacts section in Zoho Invoice?
- While importing ‘Accounts and its Contacts’ from Zoho CRM, how do I mark a Zoho CRM contact as a primary contact in Zoho Invoice?
- If I modify the address of my contact, will that reflect in the invoices created for this contact?
- I am doing business with a customer who prefers to communicate in Spanish. How do I get the invoices, estimates, reminders, etc. to be in Spanish?