Can I sort the order of Notes to have my most recent notes first?
Yes. You can sort the order of Notes either by listing "Recent First" or "Recent Last".
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Can I convert a Sales Order to a Purchase Order?
No, you cannot convert a sales order to purchase order. You are allowed to convert a sales order to Invoice. Read more about how to convert a sales order to invoice.
Organizing Notes
Associate Notes with Records In Zoho CRM, you can associate notes to the records by specifying the required details. You can create notes only if you have the Create permission for Notes. To create notes Click the [Module] tab. In the [Module] ...
IBM Notes
The IBM Notes extension can help you sync contacts, tasks, and events with Zoho CRM. Choose a one-way or a two-way sync e.g., from IBM Notes to Zoho CRM or vice versa. The Domino Access Service must be enabled for the synchronization process to run ...
Managing Notes and Attachments
File attachments are documents, such as Marketing Collateral, Sales Quotes/Orders/Invoices, SLA, and others that can be associated to the CRM modules. Notes are the electronic equivalent of paper sticky notes. You can use the notes to write ...
How do I sort my contacts alphabetically by their last name?
By default, records are sorted by the time of record creation. In order to sort the contacts alphabetically by their last name, you have to change the name format order to Salutation, Last Name and First Name. Then you can click on the Contact ...