Dave

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2 results found

  1. Integración with the moduls of "Products Details" of CRM

    119 votes
    Work In Progress  ·  10 comments  ·  Zoho Books » Third Party Integrations  ·  Admin →
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    Dave commented  · 

    Looks like these items were left out of the integration:
    *CRM quotes with Books estimates
    *CRM sales order with Books sales order
    *CRM invoice with Books invoice
    Hopefully these capabilities will be added soon!!

    Dave supported this idea  · 

  2. Integrarte CRM & Books/Invoices at Quote/SO level rather than potential

    37 votes
    2 comments  ·  Zoho Books » Zoho Integrations  ·  Admin →
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    Dave supported this idea  · 
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    Dave commented  · 

    I don't understand why in the world the Potential information would be synced and not the quotation information??

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