Synching Zoho Project to Zoho CRM
Hello,
I know how to connect a project in Zoho Project to an account in Zoho CRM. However I don't see any of my updates to the Project reflected in the Account in Zoho CRM (ie. adding tasks or attaching documents in Zoho Project do not appear in the Account in CRM). Can Zoho CRM have all of my changes to the connected project in Zoho appear in the connect CRM account?
For example...Right now if I want to attach a document to the project in Zoho Project it seems like I also have to attach it a second time to the Account in Zoho CRM. Can't I just attach it in one of the two ZoHo platforms (CRM or Project) and it appears in both?
Thank you,
Paul