CRM fields mapping and auto populating INVOICE fields
When integrating CRM and Invoice or Books. Currently there are only a few fields that are pulled thru from CRM to Invoice / Estimate. Allow Mapping of Custom fields or standard fields in CRM to map and Populate fields in Invoice / Estimate.
For example. Custom CRM field #1 = Custom Invoice Field #1
CRM Potential Name: = INVOICE Order Number
Ryan Ghere shared this idea
Has this been enabled? Any way that this can work? I can click "+Invoice" from within Zoho Deals, and I need the 6 custom fields that I have in Invoice to pull from 6 fields in the Zoho Deal/Potential. Any way I can automatically do this?