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kulwant

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  1. In zoho books :-duplicate customer and contact merging feature is not same as in zoho CRM

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    0 comments  ·  Zoho Books  ·  Admin →
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  2. duplicate customer and contact merging feature is not in zoho expense (it is there is zoho CRM)

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    1 comment  ·  Zoho Expense » General  ·  Admin →
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    kulwant commented  · 

    even if i merge duplicate customer/contact in zoho CRM ..it is again get duplicated because in zoho expense there are duplicate customers/contacts exists..and while syncing zoho crm & zoho expense duplicated contacts are fetched into zoho crm ..then again in zoho crm there are duplicated records...and it keep on going...

    so pls solve this issue

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  3. both-ways sync of customer , projects etc between zoho people , zoho CRM, zoho expense & ZOHO books.

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    0 comments  ·  Zoho Books  ·  Admin →
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  4. both-ways sync of customer , projects etc between zoho people , zoho CRM, zoho expense & ZOHO books.

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    1 comment  ·  Zoho Expense  ·  Admin →
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    kulwant commented  · 

    the same project & customer is being generated in zoho expense as well as zoho people ...

    zoho people project & customer is getting sync with zoho expense but zoho expense customer & projects are not getting sync with zoho people...

    both ways sync should be there ....like it is with zoho expense & zoho books...

    one way integration/sync is creating problem ... doubling is getting done for customer & projects ..

    some time we create customer & project in zoho books/zoho expense but it is not getting sync with zoho people....so i have to create same customer & project in zoho people as well...so i have to work double ....

    and because of one-ways sync , the created customer & project of zoho people are getting sync with zoho expense & zoho books , so in this case we have two customer & projects for the same thing in zoho expense & zoho books... it is creating confusion...

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  5. sync customer , projects etc between zoho people , zoho CRM, zoho expense & ZOHO books.

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    0 comments  ·  Zoho Expense  ·  Admin →
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