kulwant

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

    1 vote
    0 comments  ·  Zoho Books  ·  Admin →
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    kulwant shared this idea  · 

  2. duplicate customer and contact merging feature is not in zoho expense (it is there is zoho CRM)

    1 vote
    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

    kulwant shared this idea  · 

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

    2 votes
    0 comments  ·  Zoho Books  ·  Admin →
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    kulwant shared this idea  · 

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

    1 vote
    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...

    kulwant shared this idea  · 

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

    2 votes
    0 comments  ·  Zoho Expense  ·  Admin →
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    kulwant shared this idea  · 

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